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Friday 7 August 2026
Analysis: TSMC expands Japan footprint with 3nm fab, advanced packaging push
TSMC is expanding Japan's role in its global network as it prepares to add 3nm production in Kumamoto and deepens local capabilities in advanced packaging, chip design and next-generation...
Friday 7 August 2026
VisEra Technologies sees stronger 2H26 on recovering demand across three end markets
TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026,...
Friday 7 August 2026
SK hynix Invests 54T Won in Y2 and M17 Fabs

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing...

Friday 7 August 2026
Wah Hong speeds AI cooling and semiconductor materials push with Taoyuan pilot line

Wah Hong Industrial Co. said that in the first half of 2026, it accelerated development of high-value-added products, new technologies...

Friday 7 August 2026
AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning...

Friday 7 August 2026
Controlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home
MP Materials' second quarter is best read as a status report on an industrial contest. On the one hand, China has tightened its grip on the parts of the rare earth chain that matter...
Friday 7 August 2026
Iron Force Industrial posts weaker first half as it pushes AI server cooling parts
Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...
Friday 7 August 2026
US optical transceiver ban risks slowing AI data center build-out
A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...
Friday 7 August 2026
Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

AI chip demand is sustaining a global rise in semiconductor packaging and testing prices, with STATS ChipPAC preparing a broad round...

Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...
Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures...

Friday 7 August 2026
Commentary: Why playing it safe could cost Taiwan the next battery boom

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding...