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Friday 6 March 2026
Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

Apple's newly introduced MacBook Neo, a low-cost laptop priced from US$599, uses the A18 Pro chip instead of the newer A19 Pro, according...

Friday 6 March 2026
Toyota Group's Denso bids up to US$8 billion to acquire Rohm

Japanese auto parts supplier Denso has made a takeover proposal for Kyoto-based chipmaker Rohm in a deal that could reach about JPY1.3...

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
Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026
Semiconductor OSAT leader Amkor has announced plans to boost its capital expenditure budget for 2026 to US$2.5-3 billion, prioritizing expansion of advanced packaging capacities such...
Friday 6 March 2026
Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain
The high-stakes game of chicken between Silicon Valley and the Pentagon escalated into a formal legal war on March 6. Following a week of social media threats and collapsed negotiations,...
Friday 6 March 2026
Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment
The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
Friday 6 March 2026
Taiwan and US to jointly boost investments in five trusted industries
Taiwan's government is actively promoting developments in the "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance, and next-generation communications...
Friday 6 March 2026
China chip leaders call for national effort to build 'Chinese ASML'

China's semiconductor industry leaders are calling for a nationwide effort to develop a domestic equivalent of ASML within five years,...

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...

Friday 6 March 2026
US considers global licensing regime for AI chips, tying exports to investment pledges
The Trump administration is currently drafting stringent new regulations that would require US approval for virtually all global exports of artificial intelligence accelerators from...
Friday 6 March 2026
Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging
V5 Technologies, a leading maker of advanced semiconductor inspection equipment centered on AI algorithms, is capitalizing on the explosive growth in advanced process and packaging...
Friday 6 March 2026
China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production
Taiwan's Legislative Yuan has yet to review the 2026 central government budget amid political deadlock, but lawmakers have raised concerns over China's massive subsidies and capacity...
Thursday 5 March 2026
Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1
Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and...
Thursday 5 March 2026
TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...