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Friday 4 July 2025
Infineon targets 4Q25 for 12-inch GaN sample rollout as scaling accelerates
Infineon Technologies AG has announced progress in its scalable gallium nitride (GaN) semiconductor manufacturing using 12-inch wafers, aiming to supply customer samples by the fourth...
Friday 4 July 2025
Global CoWoS players and capacity, 2025-2026

Introduction

Thursday 3 July 2025
TSMC confirms exit from GaN wafer foundry business; PSMC secures Navitas transfer orders
Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at...
Wednesday 2 July 2025
Wolfspeed bankruptcy reshuffles SiC supply chain: Renesas and SAS next moves in spotlight
The leading third-generation semiconductor silicon carbide (SiC) supplier, US-based Wolfspeed, has filed for bankruptcy reorganization. Its major creditors recently reached a restructuring...
Monday 30 June 2025
China set to lead global foundry capacity by 2030 amid accelerating domestic expansion
China is poised to overtake Taiwan as the world's top semiconductor foundry hub by 2030, according to Yole Group. With 21% of global capacity in 2024 and rapid domestic expansion...
Monday 30 June 2025
TSMC turns US expansion crisis into opportunity; personnel reshuffle set for 2026
TSMC's US$65 billion Arizona expansion, initially hampered by cost overruns and construction delays, is now showing signs of strategic success as the chipmaker addresses key operational...
Monday 30 June 2025
From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook
The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel's current and former CEOs. Pat Gelsinger, who recently stepped...
Wednesday 25 June 2025
Taiwan lab, chip gear maker develop laser tech to speed SiC processing
Taiwan's National Applied Research Laboratories and semiconductor equipment manufacturer Deuvtek have developed infrared nanosecond laser technology for SiC wafer grinding that cuts...
Monday 16 June 2025
European auto supplier plans SiC fab sale amid industry shakeout
With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive...
Monday 16 June 2025
Global SiC wafer growth slows as China reshapes market dynamics
Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year,...
Thursday 12 June 2025
China's CHIPX begins 6-inch photonic chip production in push for tech self-reliance
China's Wuxi Photonic Chip Joint Research Center—formally known as the Chip Hub for Integrated Photonics Xplore (CHIPX) and affiliated with Shanghai Jiao Tong University—has...
Wednesday 11 June 2025
Samsung reportedly ramps up Taylor fab construction, eyeing operational by 2026
Samsung Electronics has reportedly accelerated construction at its US$37 billion wafer fab in Taylor, Texas, reaffirming its target to begin production by the end of 2026. After earlier...
Tuesday 10 June 2025
Ampoc partners with South Korea's DCT Material to expand advanced process materials market
Ampoc, a distributor of PCB wet process equipment and semiconductor materials, announced that in response to the growing global demand for high-end materials in advanced semiconductor...
Tuesday 10 June 2025
South Korean industry optimistic about Samsung's potential Middle East expansion; AI chip orders seen as key
Following reports that TSMC is considering establishing a semiconductor wafer fab in the Middle East, some observers suggest that Samsung Electronics may also seek opportunities to...
Tuesday 10 June 2025
India's US$21 billion chip plan is underway — but who will deliver?
India has laid out a bold US$21 billion blueprint to become a global semiconductor manufacturing hub, securing investment pledges from domestic conglomerates and international gian...