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Friday 6 November 2026
TI targets next semiconductor supercycle as humanoid robots surge
Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments...
Thursday 5 November 2026
Chipmakers rush to secure equipment for 2029 as lead times top two years
Chipmakers are moving to secure production equipment for delivery as far ahead as 2029, as AI-driven fab expansion pushes some equipment lead times beyond two years and forces manufacturers...
Thursday 5 November 2026
China's Big Fund III pivots to 12-inch chip fabs, equipment acquisitions to close semiconductor supply chain gaps
China's National Integrated Circuit Industry Investment Fund Phase III (Big Fund III) is shifting its focus from targeted semiconductor investments to large-scale manufacturing and...
Thursday 5 November 2026
Samsung reportedly plans 2nm fab to boost HBM base-die output
Samsung Electronics is preparing to build a 2nm- and 4nm-class foundry fab at its Giheung campus in Yongin, South Korea, to expand production of logic base dies used in high-bandwidth...
Thursday 5 November 2026
QuantumDiamonds targets HBM defects as it develops inline inspection tool
German quantum-sensing startup QuantumDiamonds has tested its technology on high-bandwidth memory (HBM) devices, including cases involving individual through-silicon via (TSV) failures,...
Thursday 5 November 2026
Mitsui Chemicals reportedly plans US$8.2B acquisition of JSR in Japan chip materials push
Mitsui Chemicals is planning to acquire semiconductor materials maker JSR from state-backed Japan Investment (JIC) in a deal potentially worth more than JPY1.3 trillion (US$8.2 billion),...
Thursday 5 November 2026
GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

GlobalFoundries is gaining traction in custom silicon, processor intellectual property (IP) and physical AI applications, as the chipmaker seeks...

Thursday 5 November 2026
FPT starts chip-testing plant trials in northern Vietnam, plans packaging expansion
FPT has begun trial operations at a semiconductor testing and packaging plant in Vietnam's Bac Ninh province, initially focusing on chip testing as it prepares to expand into packaging...
Thursday 5 November 2026
GlobalFoundries revenue rises 13% as data center demand offsets mobile decline
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Thursday 5 November 2026
Taiwan-Netherlands launch four photonics R&D partnerships
Taiwan and the Netherlands announced four joint research and development collaborations on November 4 under their bilateral Technology Bridge Program, targeting photonic packaging,...
Thursday 5 November 2026
AI chips need 1.5 years to move beyond cloud: HCLTech
HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale...
Thursday 5 November 2026
DIGITIMES Insight: TSMC, ASML's 2031 photomask target puts High NA EUV suppliers on the clock
ASML and TSMC announced plans in September 2026, ahead of the SPIE BACUS symposium, to advance high-numerical-aperture extreme ultraviolet (High NA EUV) lithography by replacing the...
Thursday 5 November 2026
Taiwan's power density tops Japan, South Korea as AI drives Southern Taiwan Science Park load
AI expansion and rising household electricity demand are pushing Taiwan's power consumption higher, with Taipower forecasting that the Southern Taiwan Science Park's electricity load...
Wednesday 4 November 2026
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration...
Wednesday 4 November 2026
Global chip sales top US$500 billion in a single quarter for first time
Worldwide semiconductor revenue reached US$517.7 billion in the third quarter of 2026, a 24.1% increase from the prior quarter, according to data released by the Semiconductor Industry...