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Monday 12 October 2026
Former iPhone display plant in Japan reportedly to enter AI chip supply chain
A former iPhone display factory in Mobara, Japan, is set for a new role in the semiconductor supply chain, with Shinko Electric Industries planning to convert the site into a production...
Monday 12 October 2026
CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals

China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based on its new 4F² DRAM architecture by the...

Monday 12 October 2026
Booked before launch, Tata's Dholera fab faces test of turning commitments into wafer volume
Tata Electronics has six customers at different stages of engagement with its Dholera semiconductor fab, including three with what a person familiar with the project described as binding...
Monday 12 October 2026
Largan shifts new plant to FAU production as smartphone orders soften
Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units,...
Monday 12 October 2026
Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications
Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments...
Sunday 11 October 2026
IPC makers expand US production as supply chains, tariffs shift
Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. For global readers, the...
Sunday 11 October 2026
Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply...
Sunday 11 October 2026
Changs Ascending September revenue jumps 92% on semiconductor plant buildouts
Changs Ascending said orders tied to semiconductor customers' new plant construction, equipment arrivals, and project acceptance schedules were gradually fulfilled and recognized as...
Sunday 11 October 2026
Amtran September revenue hits nearly 7-year high on non-TV, OLED monitor shipments
Amtran reported September 2026 revenue of NT$3.45 billion (US$107.87 million), up 26.4% month-over-month and 32.5% year-over-year, as higher-end display shipments and stable OLED monitor...
Sunday 11 October 2026
Sysgration bets on battery backup, drones to hit US$314 million in sales by 2028
Sysgration posted record monthly consolidated revenue in September 2026 for the third consecutive month, pushing third-quarter revenue above NT$1 billion (approx. US$31.4 million)...
Saturday 10 October 2026
Semco moves glass substrates to package-level testing
Samsung Electro-Mechanics (Semco) has reportedly completed initial reliability testing of its 100mm glass substrates and moved to package-level verification using customer chips, marking...
Saturday 10 October 2026
JNTC bets US$259 million on glass substrates ahead of 2028 ramp
South Korea's JNTC plans to invest KRW347 billion (approx. US$259 million) in glass substrate manufacturing as it reports a sharp reduction in copper-filling time for thick glass cores,...
Friday 9 October 2026
GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap
GF said on October 8, 2026, that it has signed a multi-year, US$2 billion manufacturing agreement with TSMC to produce silicon interposers for TSMC's CoWoS ecosystem at its Malta,...
Friday 9 October 2026
Samsung HBM4E wins NVIDIA nod for AI accelerator push
Samsung Electronics' next-generation 12-layer HBM4E product, a type of high-bandwidth memory (HBM), has reportedly cleared customer quality validation from Nvidia and major hyperscale...
Friday 9 October 2026
Applied Materials, Intel target AI chip bottlenecks with interconnect scaling and Foveros 3D
AI chip manufacturing demands are accelerating development of advanced logic and packaging technologies, prompting Applied Materials and Intel to expand their collaboration on next-generation...