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Friday 6 March 2026
Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment
The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
Friday 6 March 2026
Taiwan and US to jointly boost investments in five trusted industries
Taiwan's government is actively promoting developments in the "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance, and next-generation communications...
Friday 6 March 2026
China chip leaders call for national effort to build 'Chinese ASML'

China's semiconductor industry leaders are calling for a nationwide effort to develop a domestic equivalent of ASML within five years,...

Friday 6 March 2026
Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

The semiconductor industry had widely expected Samsung's Taylor fab to begin large-scale production before the end of 2026. However, the...

Friday 6 March 2026
US considers global licensing regime for AI chips, tying exports to investment pledges
The Trump administration is currently drafting stringent new regulations that would require US approval for virtually all global exports of artificial intelligence accelerators from...
Friday 6 March 2026
Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging
V5 Technologies, a leading maker of advanced semiconductor inspection equipment centered on AI algorithms, is capitalizing on the explosive growth in advanced process and packaging...
Friday 6 March 2026
China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production
Taiwan's Legislative Yuan has yet to review the 2026 central government budget amid political deadlock, but lawmakers have raised concerns over China's massive subsidies and capacity...
Thursday 5 March 2026
Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1
Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and...
Thursday 5 March 2026
TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...
Thursday 5 March 2026
UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value
With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He...
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
Thursday 5 March 2026
Apple builds US chip supply chain with TSMC and Foxconn
Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan...
Thursday 5 March 2026
Singapore's small-state strategy offers new insights for Taiwan's tech industry
Often dubbed the "Little Red Dot," Singapore is a city-state that lacks natural resources, and previously even had to turn to neighboring countries for drinking water. Yet in a span...
Thursday 5 March 2026
Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

Intel appears to be recalibrating a cornerstone of its advanced manufacturing strategy as CEO Lip‑Bu Tan signals that the company's...