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Jul 7
US ruling confirms Innoscience infringed Infineon's GaN patents, imposes import ban

The US International Trade Commission's final determination against Innoscience has been upheld following the conclusion of the Presidential Review Period, confirming that the Chinese GaN chipmaker infringed a patent held by Germany's Infineon Technologies.

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
Circuit Fabology Microelectronics Equipment (CFMEE) has secured China's first commercial order for a large-format panel-level packaging lithography tool, marking the company's entry into the AI advanced packaging equipment market.

Msscorps reported record consolidated revenue in June, and for the first half of 2026, as demand from AI and semiconductor customers continued to expand. The Taiwan-based semiconductor inspection and analysis company also said on July 6 that its board had approved a cash capital increase to support expansion of its AI chip analysis platform, silicon photonics interconnect testing equipment, and mass production of its self-developed tools.

ThinTech Materials Technology (TTMC) is currently the only supplier with technology transfer recognition approved for FOPLP metal substrates. While first-half shipments came in below plan, chairman Chien-Hui Lee said the business has room to grow more strongly in the fourth quarter.

Memory prices are rising faster than expected as global AI demand strains DRAM and flash supply, with knock-on effects for PCs, data centers, networking gear, and industrial devices worldwide. Supply-chain sources say third-quarter 2026 contract talks reflect a tighter market, with older chips becoming more expensive.

ADATA Technology posted another record month in June 2026, pushing its first-half 2026 consolidated revenue to NT$64.27 billion(US$2.0 billion) and surpassing its full-year 2025 total of NT$53.04 billion ahead of schedule. The Taiwan-based memory module maker said the results reflected AI-driven demand that is fueling a new memory supercycle.
IC design service provider Progate Group Corporation (PGC) reported preliminary revenue of NT$159 million (approx. US$5.0 million) for June 2026, down 12.3% from May but up 88.4% from a year earlier, marking its strongest June on record.
Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities across the semiconductor software industry.

Onsemi is selling two manufacturing facilities in the Philippines and the US to cut fixed costs, streamline its global production network and improve gross margins under its Fab Right strategy.