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Wednesday 25 March 2026
TSMC SVP Lora Ho to retire, set to join Acer as independent director
Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list...
Wednesday 25 March 2026
SK Hynix files for potential US listing and ramps EUV investment as AI demand accelerates
SK Hynix said it has confidentially submitted a registration statement to the US Securities and Exchange Commission for a potential listing of American depositary shares, as part of...
Wednesday 25 March 2026
Arm unveils AGI CPU aimed at scaling agentic AI, promising higher rack performance and lower data center costs
Arm on March 24, 2026, announced the Arm AGI CPU, its first mass-produced chip product, designed specifically for AI data centers and built on TSMC's 3nm process. The company presented...
Wednesday 25 March 2026
Global semiconductor market rebounds in 2025 with AI-led expansion
According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...
Wednesday 25 March 2026
How one recycler firm turns TSMC's chip waste into steel mill gold
Every advanced chip leaves behind a chemical trail. The solvents, acids, and sludge generated in semiconductor fabrication are growing faster than the fabs themselves — and for...
Wednesday 25 March 2026
Samsung reportedly set to begin GaN foundry production, prepare SiC samples
Samsung Electronics is reportedly set to begin mass production at its gallium nitride (GaN) power semiconductor foundry line as early as the second quarter, while also preparing silicon...
Tuesday 24 March 2026
Analysis: How Nvidia is reshuffling partners for the inference era
On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU...
Tuesday 24 March 2026
Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
As mature process foundry prices rise, Panjit COO Edgar Chen said the company will not implement across-the-board price hikes despite increasing copper raw material costs. Instead,...
Tuesday 24 March 2026
AI boom lifts substrate maker Kinsus as prices and demand rise
Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Tuesday 24 March 2026
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
Tuesday 24 March 2026
Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains
The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...
Tuesday 24 March 2026
Tata Semiconductor secures US$735 million for Dholera chip fab with strict lender conditions
Tata Semiconductor Manufacturing's US$735 million loan package could accelerate India's domestic chip ambitions, but it also highlights execution and supply-chain risks for global...
Tuesday 24 March 2026
Taiwanese supply-chain implications as India doubles down on semiconductor incentives
Taiwanese semiconductor and electronics suppliers face clearer incentives and growing opportunities in India following a budgetary push that prioritizes localized supply chains and...
Tuesday 24 March 2026
Zeiss deepens Taiwan investment, taps new semiconductor lead as GM
Zeiss is significantly intensifying its investment in Taiwan, positioning the island as a premier global hub for its optical and semiconductor technologies. This strategic shift, marked...
Tuesday 24 March 2026
The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way...