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Thursday 29 October 2026
KLA: wafer fab equipment market exceeding US$200B in 2027
KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth...
Thursday 29 October 2026
UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...
Thursday 29 October 2026
CXMT to start HBM3E production despite low yields amid tight domestic market
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Thursday 29 October 2026
Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up
SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th...
Thursday 29 October 2026
Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028
Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, but the memory supply increase is not expected to materialize until 2028. By then,...
Thursday 29 October 2026
Samsung targets physical AI as Lee Jae-yong leads robotics push
Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Samsung EUV data leak case: researcher in university partnership indicted
Samsung Electronics' next-generation semiconductor process data was allegedly removed without authorization by a university-industry research partner in South Korea, raising concerns...
Thursday 29 October 2026
Macronix halts NOR expansion, phases out ROM, bets NT$30B expansion on eMMC NAND
Macronix International posted record profits in the third quarter of 2026, surpassing $10 billion for the first time in company history. Chairman Miin-Chyou Wu announced that the company...
Thursday 29 October 2026
Intel CTO: process gap with TSMC down to a few points, but scale still lags
Technology podcast host Dwarkesh Patel recently released a special episode after spending two days touring Intel's fabs and research laboratories and speaking with several technology...
Thursday 29 October 2026
Samsung's AI memory boom drives record profit as device division stays in loss
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...
Thursday 29 October 2026
ASM's earlier growth target puts supply chain execution in focus
ASM International's stronger outlook suggests that investment in advanced chipmaking is accelerating demand for its deposition equipment faster than the company had previously planned...
Thursday 29 October 2026
KLA's stronger outlook puts process control capacity in focus
KLA's latest results suggest that the expansion of AI chip manufacturing is increasing demand for inspection and measurement equipment, with its ability to deliver complex systems...
Thursday 29 October 2026
Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billion
Onsemi has been discussing an acquisition of Ferric, a New York-based maker of integrated voltage regulators for AI chips, for close to US$1 billion, The Information reported...
Thursday 29 October 2026
Powertech shifts to advanced packaging as AI demand drives growth
Rising demand for high-end AI chips is accelerating Powertech's transformation into an advanced packaging strategic partner. Powertech said its utilization rate exceeded 90% in the...