CONNECT WITH US
Friday 27 March 2026
Taiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT
The 2026 Taiwan International Machine Tool Show (TMTS), an annual machine tool industry exhibition, has returned to Taichung this year, a move seen as particularly significant given the city's role as a central hub for the machine tool industry cluster. Raymond Greene, director of the American Institute in Taiwan (AIT), attended the opening ceremony to show support.
Friday 27 March 2026
Taiwan's ALi bets on custom chips for 2026 turnaround
At a series of year-end gatherings in Hsinchu and Taipei this week, Star Fusion and its affiliated companies outlined their business outlook for 2026, pointing to a shift toward higher-value chip design as a key growth driver.
Friday 27 March 2026
Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to CNY704 million and earnings per share increasing 33.33% to CNY0.36. Growth was driven by higher shipment volumes, expanding revenue scale, and gains from the transfer of photomask-related technologies.

Friday 27 March 2026
C SUN invests in Contrel, cementing role in G2C+ semiconductor alliance
C SUN and Contrel have announced a significant equity partnership, as C SUN agreed to invest approximately NT$1.02 billion (approx. US$32 million) as a strategic investor to acquire 20,000 private placement shares in Contrel, becoming its largest single shareholder with a 10.82% stake. The deal also formally brings Contrel into the G2C+ alliance, a growing consortium focused on advanced semiconductor equipment.
Friday 27 March 2026
Innolux sells Fab 2 to SPIL
Innolux is selling multiple factories to strengthen its financial position and operations. Following an announcement of a standard factory sale to ChipMOS, Innolux disclosed on March 24, 2026, the sale of its Fab 2 plant to ASE's Siliconware Precision Industries (SPIL), expecting a disposal gain of about NT$5.8 billion (US$181.8 million).
Friday 27 March 2026
Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks

Japan's power semiconductor sector is moving toward consolidation, with Rohm, Toshiba, and Mitsubishi Electric entering negotiations to integrate their power chip businesses, according to Yomiuri Shimbun and Nikkei. The talks target scale in electric vehicles, AI data centers, and power infrastructure, where demand for power control semiconductors is rising.

Friday 27 March 2026
GlobalFoundries sues Tower Semiconductor over chip manufacturing patents

GlobalFoundries has filed multiple lawsuits against rival Tower Semiconductor, alleging infringement of 11 patents related to chip manufacturing technologies used in smartphones and other electronic devices.

Friday 27 March 2026
US advances chip tracking mandate after US$2.5B smuggling case exposes export gaps

In a rare show of bipartisan unity, a key US congressional committee voted 42-0 on Thursday to advance the Chip Security Act (CSA). The bill marks one of the most aggressive efforts yet to embed national security directly into the semiconductor supply chain, shifting export compliance from paperwork to hardware-level monitoring.

Friday 27 March 2026
Air Liquide launches first advanced materials plant in Taiwan for sub-3nm chips
Paris-headquartered Air Liquide has inaugurated a new advanced materials plant in Taichung, marking its first large-scale production base in Taiwan for deposition and etching materials. The facility is designed to meet rising demand from the island's semiconductor ecosystem and support next-generation chips for AI and high-performance computing (HPC), reinforcing the company's strategic expansion in Asia.
Friday 27 March 2026
Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment
AI computing is pushing the semiconductor industry into a structural growth phase, reshaping global capacity and technology pathways, according to Lily Feng, President of SEMI China, and Benjamin Loh, chairman of Comet AG and vice chair of the SEMI International board, at SEMICON China 2026.
Friday 27 March 2026
TSMC prioritises AI, core clients; 3nm capacity remains constrained
Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design houses.
Friday 27 March 2026
Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns
At SEMICON China 2026, AMD VP and Head of Corporate Strategy and Partnerships Mario Morales delivered a stark warning: while the AI market is rapidly expanding toward a projected US$1.7 trillion valuation, the ultimate constraint may not be silicon capability — but electricity.
Friday 27 March 2026
UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub
Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing US$100 million. Part of the warehouse space is dedicated to Applied Materials as its Asia-Pacific storage and distribution center, providing customers with 24/7 operational services.
Thursday 26 March 2026
Innos set for late April listing on TPEx, riding advanced packaging boom
Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications driving demand in the semiconductor industry, the probe card market is anticipated to grow rapidly, supporting strong revenue growth and sustained high gross margins for the company in 2026.
Thursday 26 March 2026
Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact
Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference in San Francisco, sending shockwaves through an already fiercely competitive AI chip market.
Thursday 26 March 2026
Nuvoton and Tower agree on framework to restructure joint Japanese foundry operations
Nuvoton and Tower have agreed to restructure their joint Japanese operations, a move that could reallocate fabs and services and affect global semiconductor supply chains and customer relationships. The deal separates the partners' 12‑inch and 8‑inch businesses to sharpen strategic focus and ensure continuity across operations and customers worldwide.
Thursday 26 March 2026
SEMICON China opens with focus on AI chips and advanced packaging
SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence.
Thursday 26 March 2026
Samsung and SK Hynix boost China factory investments in 2025 amid memory demand surge
Samsung Electronics and SK Hynix are significantly increasing capital expenditures at their factories in China to expand chip supply and enhance profitability. According to Seoul Economic Daily, citing data from the Financial Services Commission, Samsung plans to invest KRW465.4 billion (approx. US$308.8 million) in its Xi'an plant in 2025, a 67.5% increase over the KRW277.8 billion invested in 2024.
Thursday 26 March 2026
China's Naura and AMEC lead China's push into advanced chip packaging
As advanced packaging pushes toward 3D integration and high-bandwidth computing, hybrid bonding has emerged as a critical battleground for semiconductor equipment makers.
Thursday 26 March 2026
Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift
Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering compute chips, logic chips, memory, packaging, and photomasks. While key details such as capital expenditure, production timelines, and partners remain undisclosed, the site's proximity to Samsung Electronics' Taylor fab has drawn intense market attention.
Thursday 26 March 2026
Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers
Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra — to develop a new generation of "AI factories" designed to come online faster and operate as active participants in the power grid.
Thursday 26 March 2026
SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die
SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics' performance advantage. However, industry analysts warn that production timing and cost challenges pose significant risks to SK Hynix's 3nm ambitions.
Wednesday 25 March 2026
Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026
Yesiang, a global leader in advanced process micro-contamination control filters, is set to enter a double-digit revenue growth trajectory by 2026 through its innovative regenerative chemical filters and Clean Air as a Service (CaaS) subscription model. Chairman and CEO James Chuang highlighted that with major wafer foundries aggressively expanding sub-2nm advanced processes, Yesiang's new regenerative filter product, slated for mass production in April, will strengthen the company's industry moat and drive significant revenue gains.
Wednesday 25 March 2026
Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts, energy storage projects, and heavy electrical equipment suppliers, potentially reshaping procurement and construction schedules worldwide and logistics planning.
Wednesday 25 March 2026
ASML employees stage walkout against 1,700 job cuts
Over 1,000 employees at ASML's headquarters in Veldhoven, the Netherlands, staged a lunchtime walkout on March 24, 2026, to protest the company's plan to cut 1,700 jobs as part of an organizational restructuring. The layoffs represent about 3.8% of ASML's total workforce.