National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials...
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to Reuters, highlighting the widening rift between US export controls and Beijing's drive for...
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Optoelectronic chip testing equipment maker EnliTech reported self-assessed consolidated revenue of approximately NT$51.504 million (US$1.57 million) in October 2026, up 71.33% year...
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Murata Manufacturing and Samsung Electro-Mechanics (Semco) have reportedly secured silicon capacitor production capacity from Winbond Electronics to meet demand from their end customers,...
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
GlobalFoundries (GF) is betting on specialty semiconductor technologies to capture AI demand beyond advanced processors, targeting opportunities in data center connectivity, power...
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...
A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery...
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...