Foreign commitments timed around SEMICON India are moving deeper into the supply chain. In the three days before the 2026 edition opened on September 17, Lam Research, Applied Materials, and Fujifilm announced India plans worth a combined INR144 billion (US$1.50 billion), covering silicon components, chip equipment, and process chemicals rather than chip production itself.
Global cloud service providers are continuing to expand AI infrastructure, driving a surge in demand for high-frequency, high-speed PCBs and making copper-clad laminate (CCL) upgrades increasingly critical to system performance. With both PCB layer counts and material specifications rising, Taiwan suppliers including Elite Material (EMC), Taiwan Union Technology (TUC), Iteq, Nan Ya Plastics, and Ventec are expected to sustain strong shipments through the second half of 2026.
AI, high-performance computing, and advanced packaging are accelerating demand for glass substrates, but smaller through-glass vias are making conventional filling methods harder to use. Geckos is promoting a copper paste process with vacuum printing as an alternative that could improve yield, lower costs, and support denser interconnects.
Murata Manufacturing is considering a new, potentially larger expansion of multilayer ceramic capacitor (MLCC) capacity beyond its existing investment plans, as demand from AI servers is expected to remain strong through the end of the decade.
AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO) are steering limited capacity toward high-value server components, tightening conventional supply, lifting prices, and creating an opening for Chinese suppliers in PCs.
As artificial intelligence applications accelerate, surging global semiconductor demand is pushing advanced packaging, co-packaged optics (CPO), glass core substrates (GCS), and fan-out panel-level packaging (FOPLP) to the forefront of industry attention. Corning is expanding its footprint across the semiconductor supply chain by leveraging its core strengths in advanced glass formulations and optical fiber technologies, collaborating closely with value-chain partners to navigate next-generation technological shifts.
At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the trajectory of the optical networking industry: a 1.6T pluggable optical transceiver currently ramping toward mainstream adoption, and a prototype module built for external light source (ELS) architectures, a technology that could define the next generation of data center interconnects.
As the silicon carbide (SiC) industry shifts from 6-inch to 8-inch wafer manufacturing, leading China-based substrate suppliers are taking a more disciplined approach to pricing and customer selection, seeking to protect margins and avoid a repeat of the severe price competition that has battered the 6-inch market.
UK-based investment firm Palliser Capital announced on September 9 that following several months of constructive dialogue with the management of veteran printed circuit board (PCB) manufacturer WUS Printed Circuit, it has further increased its holdings, officially pushing its stake past 5%. Moving forward, Palliser plans to actively present recommendations to WUS Printed Circuit to push for measures that fully reflect the company's value.
Renesas Electronics is reportedly preparing a second product price increase this year, with new pricing set to take effect January 1, 2027, as rising manufacturing costs coincide with stronger demand for power semiconductors used in data centers and other high-growth applications.
