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    Physical AI drives autonomous driving upgrade; three efficiency factors lift AI accelerator demand
    9min ago
    Resonac develops 12-inch SiC substrate to target AI and EV demand
    19min ago
    High-end GPUs may be slowing China’s AI compute expansion
    19min ago
    2026 smartphone SoC battle centers on NPU as vendors boost cores and memory for agentic AI
    19min ago
    LGES and Samsung SDI ESS orders reportedly fill two years of North America capacity
    19min ago
    Analysis: China's 15th five-year plan spotlights diamond materials for AI cooling
    19min ago
    NEWS TAGGED CAPACITY EXPANSION
    Thursday 17 September 2026
    SK Hynix shifts supply chain planning for AI capex boom

    AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...

    Thursday 17 September 2026
    DIGITIMES Insight: SiC substrate capacity expansion continued; 6-inch substrate prices expected to rebound in 2027
    DIGITIMES has observed that demand for silicon carbide (SiC) power devices has climbed rapidly in recent years as the EV market expands, triggering a massive wave of capacity expansion...
    Wednesday 16 September 2026
    Infineon exits NOR Flash with US$1.12 billion sale to Winbond, reviving Spansion name
    Winbond Electronics will buy Infineon Technologies' NOR Flash and F-RAM business for US$1.12 billion in cash and rename it Spansion, the name of the US memory pioneer whose NOR Flash...
    Friday 11 September 2026
    ASE to buy AOI, AVI equipment from Machvision for NT$334M
    ASE announced at a news briefing on September 11, 2026, that ASE's board had approved the purchase of equipment, including automated optical inspection (AOI) and automated visual inspection...
    Thursday 10 September 2026
    How AI and global expansion are reshaping semiconductor recruitment to production, tech integration
    Driven by sustained artificial intelligence (AI) demand, global semiconductor capacity expansion is accelerating. According to the 2026 Semiconductor Industry Talent Report released...
    Wednesday 9 September 2026
    Chinese automakers face globalization test in overseas push
    China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas....
    Monday 31 August 2026
    Weekly news roundup: US pressures Korea chip investment, MediaTek wins Google TPU, Apple debuts 2nm M6
    Semiconductor investment, AI chips, advanced packaging and data center infrastructure dominated the week, with South Korea facing US pressure, India scaling chip manufacturing, and...
    Monday 31 August 2026
    China optical display investment shrinks 80% in 1H26
    China's optical display industry is cooling after years of aggressive panel fab construction that has reshaped the global display landscape. Investments in China's optical display...
    Friday 28 August 2026
    Regulators fast-track lithium battery M&As as China shifts from capacity expansion to consolidation
    China's lithium battery industry is shifting from an era of aggressive capacity expansion toward consolidation, as regulators rapidly clear deals aimed at revitalizing existing assets...
    Thursday 27 August 2026
    Kioxia weighs third Kitakami fab as NAND demand rises
    Kioxia Holdings is weighing construction of a new manufacturing building at its Kitakami plant in northern Japan, as rising NAND demand pushes the memory maker toward its next phase...
    Wednesday 26 August 2026
    Foxconn shifts China manufacturing from expansion to upgrade
    Foxconn is accelerating the geographic diversification of its global manufacturing capacity as AI server demand surges and supply-chain regionalization continues, with 2026 capex expected...
    Wednesday 26 August 2026
    China's advanced-chip gap could close well before its lithography gap does
    As China enters a near-frenzied state of continuous production-capacity expansion, it is easy to see that the main driver behind these aggressive, purpose-built movements in the domestic...
    Monday 17 August 2026
    Hermes Testing's 1H26 profit more than triples on rising AI testing demand
    Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...
    Friday 14 August 2026
    Kaori Heat Treatment to invest NT$3 billion in Taiwan and Thailand expansion
    Kaori Heat Treatment has approved a major capacity expansion in Taiwan and Thailand as demand rises for AI cooling components and fuel cells. The heat-treatment maker said its board...
    Thursday 13 August 2026
    Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

    Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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