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    NEWS TAGGED WAFER
    Friday 13 March 2026
    Tesla AI chip delay pushes South Korean NPU startup DeepX back six months
    Tesla's next-generation AI processor schedule change has disrupted Samsung Electronics' foundry timelines, delaying mass-production plans for South Korean startup DeepX's next AI accelerator...
    Friday 13 March 2026
    GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue
    GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon...
    Thursday 12 March 2026
    Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26
    Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first...
    Thursday 12 March 2026
    Daxin expands capacity to meet rising semiconductor material demand
    Daxin, a key player in semiconductor materials, has seen rapid growth in recent years. Currently, wafer process materials account for a larger share of revenue than advanced packaging...
    Tuesday 10 March 2026
    Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
    Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources...
    Tuesday 10 March 2026
    TSMC expansion triggers filter material shortage and price surge
    As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
    Tuesday 10 March 2026
    Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
    The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...
    Friday 6 March 2026
    Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
    Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...
    Friday 6 March 2026
    Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

    The semiconductor industry had widely expected Samsung's Taylor fab to begin large-scale production before the end of 2026. However, the...

    Wednesday 4 March 2026
    TSMC leads foundry price hikes as second-tier firms see profit rebound
    The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...
    Wednesday 4 March 2026
    uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
    Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
    Wednesday 25 February 2026
    Elon Musk recruits South Korean chip talent as HBM sparks global war
    Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
    Friday 20 February 2026
    Tata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions
    India's most ambitious semiconductor project, a Tata Group-led wafer fabrication plant in Gujarat, is reportedly facing further delays, raising questions about the pace of the country's...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
    Wednesday 18 February 2026
    Micron expands capacity to counter worst memory supply shortage in 40 years

    Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook