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Monday 20 July 2026
Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

Monday 20 July 2026
Huahsu expands capacity to tap AI and advanced packaging demand
Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for...
Monday 20 July 2026
PGC Enhances COT Business Model for Advanced-Node ASIC

As artificial intelligence (AI), high-performance computing (HPC), high-speed networking, and edge computing applications continue to expand rapidly, global demand for...

Sunday 19 July 2026
Three-tier humanoid robot architecture shift opens edge AI opportunities
The humanoid robot industry is converging on a "big brain, small brain" architecture, with AI compute shifting from the cloud to the edge, and even to hands, feet, and other endpoints...
Sunday 19 July 2026
ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's
High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance...
Friday 17 July 2026
Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing...

Friday 17 July 2026
Oppo cuts OnePlus from North America and Europe, and Realme from China

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will...

Friday 17 July 2026
TSMC limits mature-node expansion and eases pressure on PMIC suppliers
TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan...
Friday 17 July 2026
AI memory squeeze pushes automakers to shield supply chains

AI giants are soaking up memory chips with vast capital, tightening supply for other industries and raising costs worldwide. The pressure...

Friday 17 July 2026
Vietnam opens green power market, clearing the way for Foxconn and suppliers

Vietnam has opened direct access to green electricity for companies, easing a major obstacle for Foxconn and its suppliers as global...

Friday 17 July 2026
Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add...
Friday 17 July 2026
TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead
Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year...
Friday 17 July 2026
Taiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home
TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to US$265 billion. Taiwan's Executive Yuan said it respects companies expanding in the...
Friday 17 July 2026
China auto sales slump deepens as exports face rising trade scrutiny
China's passenger vehicle market posted its sharpest slowdown in years in the first half of 2026, with private passenger car sales falling 20% year on year, according to the China...
Friday 17 July 2026
CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...