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Monday 20 July 2026
Merck ramps up AI semiconductor materials push as Level Up nears completion

AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated...

Monday 20 July 2026
Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...

Monday 20 July 2026
Nvidia grappling with internal compute needs amid GPU shortages
TSMC recently posted strong earnings, helped in large part by Nvidia orders, but both companies are grappling with chips inside their own operations: TSMC says they are too expensive,...
Monday 20 July 2026
Holtek sees customers prioritize supply stability over pricing as optical communications gains are expected in 2027
Microcontroller (MCU) supplier Holtek Semiconductor reported June 2026 revenue of NT$351 million (approx. US$12 million), up 12.62% month-over-month and 30.93% year-over-year. Revenue...
Monday 20 July 2026
Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain
Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...
Monday 20 July 2026
Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

Monday 20 July 2026
Huahsu expands capacity to tap AI and advanced packaging demand
Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for...
Monday 20 July 2026
India roundup: India deepens semiconductor and AI ambitions as local ecosystem expands beyond fabs and assembly
India is broadening its technology strategy from attracting chip factories to building semiconductor equipment, materials, AI capabilities, supply chains and trade partnerships as...
Sunday 19 July 2026
Interview: Merck's origins trace back to 358-year-old Engel Pharmacy
Merck did not begin in a laboratory, but in a neighborhood pharmacy that still opens every day to fill prescriptions for local residents. The Engel Pharmacy in central Darmstadt, Germany,...
Sunday 19 July 2026
SmartSens forecasts stronger first-half 2026 results on AI-related demand
SmartSens is signaling stronger first-half 2026 growth, a development that may matter to investors tracking global demand for image sensors used in security cameras, smartphones, and...
Sunday 19 July 2026
Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...

Sunday 19 July 2026
ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's
High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance...
Saturday 18 July 2026
Commentary: Samsung, SK Hynix in Washington's crosshairs over memory fabs
On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK...
Saturday 18 July 2026
EU clears €659 million in German subsidies for four chip plants
The European Commission has approved EUR659 million in German state aid for four semiconductor facilities, a move that could affect supply chains used in cars, industrial equipment,...
Saturday 18 July 2026
Column: South Korea's semiconductor strategy faces foresight and structural gaps
South Korea's technology policies—including the two semiconductor strategies discussed previously and the broader K-Moonshot initiative introduced more recently—have been...