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Saturday 30 May 2026
TSMC's test arm Xintec ramps wafer testing capacity for 2H26 growth
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment...
Friday 29 May 2026
Quanta projects strong 2026 AI demand as it expands server and wearable production
Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
Friday 29 May 2026
Anthropic reaches US$965B valuation, placing it ahead of OpenAI
Anthropic's post-money valuation has reached US$965 billion after its newest funding round, more than doubling its value since February 2026 and putting it past its rival ChatGPT as...
Friday 29 May 2026
Intel's foundry comeback hinges on advanced packaging
Intel is reportedly making a major push into advanced semiconductor packaging as it seeks to strengthen its foundry business and expand capacity for its Embedded Multi-die Interconnect...
Friday 29 May 2026
Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
Friday 29 May 2026
Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...
Friday 29 May 2026
Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility
Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates...
Friday 29 May 2026
Morgan Stanley: Supply constraints to drive next phase of the AI boom
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of...
Friday 29 May 2026
Taiwan's Panel maker TPK bets on UK energy storage boom with Sumitomo and GRID tie-up
TPK Holding, a Taiwan-based touch panel manufacturer facing weakening demand in its core business, has been pivoting aggressively into new growth areas in 2026 — from semiconductor...
Thursday 28 May 2026
SK Hynix turns Big Tech's memory scramble into tougher supply terms
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give...
Thursday 28 May 2026
Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
Thursday 28 May 2026
Pentagon ramps AI adoption and moves to buy 200,000 small drones by 2027
The US Department of Defense announced a rapid expansion of artificial intelligence use alongside an accelerated drone procurement push, reporting that AI user numbers rose from about...
Thursday 28 May 2026
Airbus warns A350 and A320neo delivery delays could persist through 2030
Airbus told airline customers that deliveries of A350 and A320neo family aircraft will be slower than planned over the next few years, with average delays of about one to two months...
Thursday 28 May 2026
UMC readies price hikes, kicks off 2027 customer talks
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...
Thursday 28 May 2026
Yageo tops Murata in AI-driven passive component orders

Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...