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Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Tuesday 16 June 2026
AT&S to invest up to EUR2 billion in Malaysia to expand AI substrate capacity
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as...
Tuesday 16 June 2026
CATL's Hungary plant set to eclipse Europe's cell production capacity

Contemporary Amperex Technology Ltd. announced it would soon begin production at its new Hungary lithium battery plant, a facility...

Tuesday 16 June 2026
AI chip race sends WF6 prices soaring after Japan supply shock
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used...
Tuesday 16 June 2026
Adani-Jabil partnership highlights India's push for domestic AI infrastructure
The deal between Gautam Adani's group and American engineering firm Jabil signals a broader shift toward domestic AI infrastructure in India, with potential consequences for global...
Tuesday 16 June 2026
EU industrial bill forces Chinese automakers to race for European factories
The European Commission proposed an Industrial Acceleration Act to curb foreign direct investment that it says could threaten domestic industry and jobs, and the draft rule prompted...
Tuesday 16 June 2026
Taiwan marks 500th offshore wind turbine milestone, total capacity hits 4.8GW

Taiwan has reached another milestone in its offshore wind power development, with the Ministry of Economic Affairs (MOEA) announcing...

Monday 15 June 2026
Southeast Asia shifts from test-and-pack to multi-center advanced packaging hub

As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient,...

Monday 15 June 2026
Google's TPU diversification challenges MediaTek and other ASIC partners
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports...
Monday 15 June 2026
SK Hynix readies HBM4 packaging push as Nvidia demand grows

SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for...

Monday 15 June 2026
Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...
Monday 15 June 2026
China eases InP substrate exports, lifting compound semiconductor supply

China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026...

Monday 15 June 2026
LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand...

Saturday 13 June 2026
Tesla-linked expansion by Taiwan's Aleees underscores shifts in global battery supply chains
Taiwanese cathode materials maker Aleees has disclosed an expansion plan to meet North American demand for lithium iron phosphate precursor materials. The move highlights Tesla's broader...