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    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    May 26, 18:10
    Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition
    May 26, 18:10
    Huawei’sTau Law breath new air into China's advanced packaging
    May 26, 17:50
    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
    May 26, 17:50
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    May 26, 17:50
    Google and Blackstone form AI cloud venture to commercialize TPU capacity
    May 26, 17:50
    Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications
    May 26, 17:50
    Intel 18A yield gains raise pressure on Samsung foundry
    May 26, 17:50
    NEWS TAGGED WAFER
    Tuesday 26 May 2026
    ASML expands Taiwan hiring and operations to meet advanced chip demand
    Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV...
    Tuesday 26 May 2026
    GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
    GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
    Monday 25 May 2026
    Taiwan, China wafer foundry industry, 2Q 2026: Cross-strait revenues to surge over 25%

    Introduction

    Saturday 23 May 2026
    IBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award
    IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling...
    Thursday 21 May 2026
    AI chip boom strains ABF substrate supply chain
    AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
    Thursday 21 May 2026
    SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push
    SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the...
    Thursday 21 May 2026
    US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions

    The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

    Monday 18 May 2026
    South Korean court bars factory occupations and orders safety work during planned Samsung strike
    A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration...
    Saturday 16 May 2026
    Taiwan semiconductor materials, April 2026— One sector, two races
    Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and...
    Friday 15 May 2026
    SMIC beats margin guidance even as operating profit slides
    On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue...
    Thursday 14 May 2026
    GlobalWafers gains SBTi approval for 1.5°C-aligned emissions cuts and net-zero plan
    GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway...
    Wednesday 13 May 2026
    SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

    The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

    Wednesday 13 May 2026
    SMIC lands nearly US$6bn mega deal to deepen China AI push
    China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of...
    Sunday 10 May 2026
    AI demand fills Vanguard's Singapore fab ahead of schedule
    Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
    Saturday 9 May 2026
    What's driving the TSMC-Sony AI sensor JV?
    TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook