According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government to establish an IC testing facility, which could become the company's second overseas backend semiconductor site outside South Korea after China. Bloomberg also reported that Samsung is planning a phased investment of about US$4 billion in Vietnam, underscoring its continued expansion in Southeast Asia.
Industry sources report that the recent supply concerns over semiconductor-grade helium triggered by the US-Iran conflict have eased, as Samsung Electronics and SK Hynix secured long-term contracts ensuring stable access to the critical gas.
Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints around compute, energy and hardware supply during the event's opening in Singapore.
China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite its rapid expansion.
Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile memory (eNVM) into production, positioning itself more firmly in automotive and industrial chip supply chains.
According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting Taiwan in an effort to circumvent international technological restrictions. Beijing has set its sights on Taiwan's high-tech sectors—particularly artificial intelligence (AI), semiconductors, and precision machinery—seeking to lure companies to establish operations or maintain a presence in China under the framework of its 15th Five-Year Plan.
Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising, driven by surging costs for gallium, a critical upstream metal. After months of sustained increases in raw material prices, industry executives say a reversal appears unlikely.
