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Thursday 15 October 2026
Applied Materials tracks 100-plus fabs as cleanroom capacity limits equipment growth
Applied Materials tracked more than 100 wafer fabrication projects worldwide over the past two quarters as strong artificial intelligence demand continued to meet constraints in cleanroom...
Thursday 15 October 2026
Applied Materials targets AI-driven semiconductor equipment growth through 2030
Applied Materials is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030...
Thursday 15 October 2026
HiSilicon expands DDI push across all display sizes

Huawei subsidiary HiSilicon is actively expanding its display chip footprint, with its display driver IC (DDIC) development once again capturing...

Thursday 15 October 2026
SEMI sees glass substrates entering market by 2028
The rapid expansion of AI and data center chip package sizes is accelerating the adoption of glass substrates, with SEMI's Beth Keser now forecasting market entry around 2028, two...
Thursday 15 October 2026
Taiwan solar manufacturers turn to US market as domestic approvals stall, low-cost imports intensify
Taiwan's solar manufacturers are increasingly looking to the US market as slowing approvals for large-scale domestic solar projects, limited rooftop installation capacity, and competition...
Thursday 15 October 2026
US solar import price floor faces four challenges as December deadline approaches
The US is seeking to improve the competitiveness of domestic solar manufacturers and attract overseas investment through minimum import price requirements for solar products. However,...
Thursday 15 October 2026
Murata eyes earlier MLCC expansion as AI server demand surges
Murata Manufacturing is considering additional investment and an earlier expansion of multilayer ceramic capacitor (MLCC) capacity as demand from AI servers accelerates. The company...
Thursday 15 October 2026
Yulon Nissan sees Taiwan auto market holding at 420,000 units through 2027 amid EV, import growth
Yulon Nissan Motor president Chen-hsiang Yao expects Taiwan's auto market to remain at approximately 420,000 vehicles in 2026, excluding heavy vehicles, supported by growing demand...
Thursday 15 October 2026
Star Asia Vision targets digital out-of-home market with new products, Nichia partnership
Star Asia Vision (SAVC), a display and systems integrator under Taiwan-Asia Semiconductor, is focusing on growth in the digital out-of-home (DOOH) advertising market by expanding software-hardware...
Wednesday 14 October 2026
Tsang Yow's semiconductor revenue share reaches 12%
Automotive drivetrain manufacturer Tsang Yow reported consolidated revenue of NT$86.36 million (US$2.69 million) in September 2026, down 2.3% month-over-month and 1.24% year-over-year...
Wednesday 14 October 2026
Ubiqconn satellite revenue jumps 175% as 3Q26 operations recover
Ubiqconn Technology reported September 2026 consolidated revenue of NT$142 million (US$4.4 million), up 32.4% month-on-month and 6.7% year-on-year. Third-quarter revenue rose 9.6%...
Wednesday 14 October 2026
China's smartphone slump: Can Apple's new lineup light a spark?
China's smartphone market faces dual pressures as weakening consumer spending and rising component costs continue to weigh on the handset sector. According to third-quarter data from...
Wednesday 14 October 2026
Nvidia's share of China's AI chips falls by a third while Huawei gains
Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on...
Wednesday 14 October 2026
Elon Musk says Micron is 'reasonable' on memory prices while others are 'extortionate'
Elon Musk has criticized memory chip suppliers for charging what he called "extortionate" prices while praising Micron Technology's approach to future pricing, highlighting tensions...
Wednesday 14 October 2026
LG, Bosch team up on automotive chiplets
LG Electronics is reportedly working with Bosch to develop automotive chiplets, a move that would mark LG's formal entry into the automotive semiconductor market if the technology...