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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...

Tuesday 30 June 2026
TSMC 2nm, CoWoS, and CoPoS broadly lift Taiwan's equipment, materials, and packaging suppliers

As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating...

Tuesday 30 June 2026
Fulltech Fiber Glass to lift cloth prices as much as 30% from July

Fulltech Fiber Glass is raising prices for its glass fiber cloth lines amid higher raw material, energy, transportation, and manufacturing...

Tuesday 30 June 2026
Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes

As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals...

Tuesday 30 June 2026
Samsung, SK Hynix step up CO₂ buying as supplies tighten
South Korea's inventories of high-purity carbon dioxide, a critical material used in advanced semiconductor manufacturing, have fallen below normal buffer levels, raising procurement...
Monday 29 June 2026
China's first diamond semiconductor supply chain project lands in Zhengzhou

China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project...

Monday 29 June 2026
Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action
China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to...
Monday 29 June 2026
Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

Taiwan's Hsinchu Science Park is still attracting semiconductor service companies even as major foundries run short of land, underscoring...

Monday 29 June 2026
Niching targets higher margins as heat spreader orders extend through year-end
Advanced packaging is driving demand for heat spreaders, and semiconductor packaging and testing materials supplier Niching Industrial said its acquisition of Ming Chun Yuan Micro...
Sunday 28 June 2026
LG Chem weighs CCL expansion as AI chip demand strains supply

LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as...