CONNECT WITH US
NEWS TAGGED IC MANUFACTURING
Friday 30 October 2026
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
The Taiwan Semiconductor Industry Association (TSIA) expects its members' total output to exceed NT$9.1 trillion (US$279.5 billion) in 2026, a 40.9% year-over-year increase driven...
Friday 30 October 2026
Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint
Samsung Electronics has secured a 2nm foundry order from Taiwan-based ASIC design house Faraday Technology. This win expands the application scope of Samsung's 2nm process from mobile...
Friday 30 October 2026
GlobalFoundries bets on FD-SOI for robots and cars
GlobalFoundries (GF) is betting on specialty semiconductor technologies to capture AI demand beyond advanced processors, targeting opportunities in data center connectivity, power...
Friday 30 October 2026
Intel CEO sees quantum computing as third pillar
Intel has agreed to acquire Israeli quantum software company Classiq, as CEO Lip-Bu Tan positions quantum computing as a "third pillar" alongside CPUs and GPUs. The deal, whose price...
Friday 30 October 2026
ASE Holdings raises 2026 capex to US$11.5 billion after profit surge
ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year...
Thursday 29 October 2026
LandMark orders surpass 2026 revenue; capacity to expand sixfold
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...
Thursday 29 October 2026
Commentary: fire at Episil threatens tight epitaxial wafer supply
A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery...
Thursday 29 October 2026
TSMC buys AUO Taichung plant for NT$38.8B; Quanta deal scrapped
AUO has approved the sale of its Taichung Plant Phase II facilities and related infrastructure to TSMC for NT$38.8 billion (US$1.2 billion), excluding taxes, and has terminated a planned...
Thursday 29 October 2026
Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028
Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors...
Thursday 29 October 2026
Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown
Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide...
Thursday 29 October 2026
LB Semicon to expand PMIC capacity under 10-year Qualcomm deal
South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end...
Thursday 29 October 2026
KLA: wafer fab equipment market exceeding US$200B in 2027
KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth...
Thursday 29 October 2026
UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...
Thursday 29 October 2026
CXMT to start HBM3E production despite low yields amid tight domestic market
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Thursday 29 October 2026
Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up
SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th...