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Friday 3 July 2026
China's polarizer makers seek price hikes as material bottlenecks bite

Chinese polarizer film suppliers are seeking higher prices from panel makers after raw-material and logistics costs rose in the second...

Friday 3 July 2026
How TSMC quietly turned its supply chain into a 'second fleet'

TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term...

Friday 3 July 2026
Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns
China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing...
Friday 3 July 2026
Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

Samsung Group detailed plans on July 2 to invest KRW140 trillion (US$90 billion) in display panels, batteries, chips, and chip materials...

Friday 3 July 2026
CSCC expands Pingnan plant to lift carbon materials output
China Steel Chemical Corporation (CSCC) is expanding its Pingnan plant to increase development capacity for advanced carbon materials and graphite blocks. The Taiwan-based subsidiary...
Friday 3 July 2026
South Korea battery industry urges tax reform as US, Europe rules bite
The South Korean government treats batteries as a strategic asset tied to national economic and energy security, but industry leaders say the growth and survival of South Korea's companies...
Friday 3 July 2026
Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and...

Thursday 2 July 2026
Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of...

Thursday 2 July 2026
GaAs and InP price hikes hit Taiwan supply chain
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
Wednesday 1 July 2026
Kinpo expects 2H revenue to exceed 1H amid plant ramp

Kinpo Electronics said its core operations remained stable despite a first-quarter revenue drop, with global demand patterns, customer...

Wednesday 1 July 2026
China's chip material makers riding the AI boom close in on Japan

Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency,...

Wednesday 1 July 2026
AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns

As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become...

Wednesday 1 July 2026
Naphtha supply risk adds pressure to semiconductor materials
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is...
Wednesday 1 July 2026
Why South Korea may struggle to replicate Taiwan's semiconductor success

South Korea is moving to build a complete semiconductor supply chain modeled on Taiwan's technology corridor, but Gudeng chairman Bill...

Tuesday 30 June 2026
TSMC fast-tracks CoPoS—whole supply chain under gag order

TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to...