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    Exclusive: China 6-inch SiC substrate supply tightens, suppliers brace for another price hike
    7h 14min ago
    Intel’s EMIB-T emerges as a backup option as CoWoS capacity tightens
    7h 14min ago
    AUO unit plans to ride synergy gains momentum into entering TSMC ecosystem
    7h 14min ago
    AI buildout lifts demand for China high-speed optical module makers
    7h 14min ago
    SJSemi expands 2.5D packaging to 3.3-reticle size for AI and HPC chips
    7h 14min ago
    NEWS TAGGED SIPH
    Wednesday 2 September 2026
    MediaTek pushes advanced packaging and supply chain to keep pace with AI
    Speaking at the 3DIC Global Summit at SEMICON Taiwan 2026, MediaTek general manager T.Y. Lau revealed the publicly disclosed cost structure of the B200 accelerator, saying that after...
    Wednesday 2 September 2026
    UMC targets 12-inch TFLN to break 400G SiPh bottleneck
    As interconnect traffic in AI hyperscale data centers climbs, optical modules are moving toward the 1.6T and 3.2T generations. United Microelectronics Corporation (UMC), Taiwan's second-largest...
    Tuesday 1 September 2026
    Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers
    Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the...
    Monday 31 August 2026
    TSMC tackles the AI I/O wall with two COUPE bandwidth paths and deeper heterogeneous integration
    TSMC is sharpening its silicon photonics (SiPh) roadmap to address the widening gap between AI compute growth and chip-to-chip data movement, unveiling two bandwidth-scaling paths...
    Monday 31 August 2026
    TSMC sees SiPh going mainstream in 2027
    Silicon photonics (SiPh) will become mainstream in 2027, with market share topping 50%, as AI scale-out drives explosive growth in optical transceiver demand, said K.C. Hsu, TSMC's...
    Monday 31 August 2026
    ASE: CPO scale-out demands deeper supply-chain coordination for mass production
    SEMICON Taiwan 2026 kicked off its pre-show program with the Silicon Photonics Global Summit.
    Monday 31 August 2026
    Tex Year's specialty chemicals push could reshape its growth mix as AI and optics expand
    Tex Year is widening its specialty chemicals business beyond LCDs and electronics into AI servers, in-vehicle electronics, Mini LED, and optical lenses, while also targeting optical...
    Thursday 27 August 2026
    HTSI targets AI chip demand with SiPh, CPO, packaging push
    Hermes Testing Solutions (HTSI) said revenue for the first seven months of 2026 reached NT$2.7 billion (US$83.8 million), up 128.2% year-over-year and already exceeding its full-year...
    Thursday 20 August 2026
    Rising demand for CPO, SiPh reshapes semiconductor testing
    As chip power consumption, transmission speed and architectural complexity increase, testing has shifted from being a final pre-shipment quality gate to an earlier stage in product...
    Monday 17 August 2026
    Lightmatter sets optical interconnect blueprint as AI hits copper wall

    AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G,...

    Monday 17 August 2026
    Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push
    Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
    Friday 14 August 2026
    LandMark Optoelectronics says silicon photonics capacity is "very, very tight"
    LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...
    Thursday 13 August 2026
    Qisda eyes AI infrastructure as fastest-growing business opportunity

    Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

    Thursday 6 August 2026
    Second-tier foundries' repair rally lifts margins back to 30%
    The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
    Monday 3 August 2026
    MA-tek sells Shanghai unit, expands AI market push in Japan and the US

    MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

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    BIZ FOCUS
    Sep 2, 08:22
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    8 September Hsinchu seminar: Silicon photonics driving AI chains
    Wednesday 2 September 2026
    Take Control of Your Process: Onto Innovation at SEMICON Taiwan 2026
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