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Thursday 30 July 2026
South Korean chip exports increasingly flow to Taiwan for TSMC packaging amid rising AI demand

Growing demand for AI chips is sending a larger share of South Korea's semiconductor exports to Taiwan, where Korean-made high-bandwidth...

Thursday 30 July 2026
Kumamoto quake exposes Kyushu auto supply-chain fault lines
Japan's July 28 Kumamoto earthquake disrupted vehicle and component production across Kyushu, forcing Toyota Motor Kyushu, Honda Motor, Nissan Motor and major suppliers to halt or...
Thursday 30 July 2026
South Korean suppliers win HBM4 tester orders from SK Hynix
South Korean test-equipment suppliers Digital Frontier and UniTest have secured four orders for HBM4 wafer testers from SK Hynix worth a combined KRW247.84 billion (approx. US$172...
Thursday 30 July 2026
China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts
China's 28nm DUV lithography programme has entered a new phase after Shanghai Aishengna Electronic Technology delivered its first five immersion deep ultraviolet lithography system...
Thursday 30 July 2026
Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Samsung Electronics' foundry business expects its 2nm project wins to more than double year-on-year in 2026, and the company is in...

Thursday 30 July 2026
China rejects 'overcapacity' claims in new policy paper, defends industrial strategy
China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept...
Thursday 30 July 2026
Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion
On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating...
Thursday 30 July 2026
Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

Thursday 30 July 2026
UMC, Intel advance 12nm process collab with no next-gen plans at this time
United Microelectronics (UMC) stated that its collaboration with Intel to develop a 12nm process is progressing smoothly. The process design kit (PDK) is expected to be completed by...
Thursday 30 July 2026
AMD's Helios gains ground in challenge to Nvidia's CUDA
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
Thursday 30 July 2026
Robotics makers race to commercialize dexterous hands for Physical AI

The robotics industry is moving from AI demonstrations to commercial deployments as vendors push Physical AI into factories, logistics,...

Thursday 30 July 2026
BMW secures US battery supply with two-stage plan as AESC site stalls
BMW has put a two-stage battery sourcing plan in place to protect supplies for its South Carolina electric vehicle operations as AESC's US cell plant has faced delays tied to foreign...
Wednesday 29 July 2026
TSMC: JASM utilities back to normal, equipment calibration underway; construction resumes

TSMC on Wednesday issued its third statement since a magnitude 7 earthquake struck Kumamoto, Japan on July 28, saying that utility...

Wednesday 29 July 2026
Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
Wednesday 29 July 2026
Faraday lifts revenue on ASIC and MCU demand as AI delays push projects back
Faraday Technology reported stronger-than-expected second quarter 2026 results, with consolidated revenue rising to NT$3.31 billion and net profit reaching NT$200 million. The ASIC...