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Friday 10 April 2026
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually...
Friday 10 April 2026
GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
Friday 10 April 2026
SK Hynix M15X reportedly ramps early production
SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...
Friday 10 April 2026
Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
Friday 10 April 2026
PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones
As the smart glasses market grows rapidly, the adoption of Micro LED in AI-powered eyewear is accelerating. PlayNitride has partnered with AR glasses maker ChaseWind to develop a full-color,...
Friday 10 April 2026
China's export controls spark 140x yttrium price surge, fueling chip equipment fears
Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...
Friday 10 April 2026
MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics
MetaOptics, a Singapore-based metalens developer, is partnering with Taiwan's Pin-Jye Nano Technologies to scale production of next-generation optical components as the technology...
Friday 10 April 2026
Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit
Elon Musk's SpaceX is facing production challenges at its newly built fan-out panel-level packaging (FOPLP) and printed circuit board (PCB) factories in Texas, delaying full-scale...
Friday 10 April 2026
MetaOptics and Taiwan's Pinjie partner to build global metalens production hub
MetaOptics' alliance with Taiwanese partner Pinjie Nano-Optics shifts advanced optical manufacturing to Taiwan, leveraging the island's semiconductor supply chain to enable metalens...
Friday 10 April 2026
Exclusive: Samsung weighs Vietnam semiconductor testing facility

According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government...

Friday 10 April 2026
Taiwan targets Poland's drone supply chain as Eastern European demand surges
Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...
Friday 10 April 2026
CXMT targets 12-layer HBM production by 2027, closing gap with Korea
China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
Thursday 9 April 2026
When will CPO actually see mass production?
The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...
Thursday 9 April 2026
Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided
Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...
Thursday 9 April 2026
China's EVE Energy ramps up capacity amid energy storage boom
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...