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NEWS TAGGED SILICON
Monday 12 October 2026
AI racks approach megawatt power levels as SiC, GaN, silicon divide power delivery roles
The rapid expansion of AI infrastructure is driving demand for higher power and voltage levels, pushing power semiconductor development toward greater efficiency, higher power density,...
Monday 12 October 2026
Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity
Optical communications is becoming a key global bottleneck as AI workloads expand, and Sigurd is positioning itself to benefit. The IC test and packaging company said demand is rising...
Monday 12 October 2026
Episil chairman says SiC is not yet shifting from 6-inch to 8-inch
Episil held an earnings call on October 7, saying silicon carbide (SiC) capacity utilization has rebounded quickly from 30% at a low point to nearly 90% now. If 6-inch order demand...
Friday 9 October 2026
GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap
GF said on October 8, 2026, that it has signed a multi-year, US$2 billion manufacturing agreement with TSMC to produce silicon interposers for TSMC's CoWoS ecosystem at its Malta,...
Thursday 8 October 2026
Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion
Wolfspeed has received a conditional commitment for up to US$1.5 billion in long-term financing from the US Department of War to expand domestic production of silicon carbide (SiC)...
Wednesday 7 October 2026
Sigurd raises prices, signs long AI capacity contracts, eyes higher 2026 capex
Taiwanese OSAT provider Sigurd Microelectronics and its subsidiary Winstek Semiconductor held a joint investor briefing on October 6. President Charles Yeh reported that surging demand...
Wednesday 7 October 2026
Low-cost terahertz SoC takes shape as Taiwan advances next-generation communications
As the global communications industry moves toward the 6G era around 2030, front-end modules supporting frequency ranges such as D-band at 130-150GHz and W-band at 77-95GHz have become...
Wednesday 7 October 2026
Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Tuesday 6 October 2026
Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking...
Tuesday 6 October 2026
Jedec unveils new standard for silicon photonics reliability qualification and testing
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid...
Monday 5 October 2026
Cheap SiC substrates ignite demand wave, reshape ecosystem
Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...
Monday 5 October 2026
Japan's strategic push to reclaim silicon supremacy with Rapidus
In a major effort to rebuild its national semiconductor industry, Japanese contract chipmaker Rapidus plans to partner with 17 domestic and international design firms to broaden its...
Friday 2 October 2026
JCET Group partners with Wuxi to advance 2.5D advanced packaging facilities
JCET Group signed an agreement on September 29 for a high-end advanced packaging and testing project in Wuxi, Jiangsu Province. Wuxi municipal leadership pledged operational support...
Friday 2 October 2026
TSMC, NTU deepen R&D ties through nearly 50 projects a year
National Taiwan University's Graduate School of Advanced Technology (GSAT) has expanded its semiconductor research capabilities with new process and measurement equipment, strengthening...