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    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    2min ago
    Nvidia, Corning partner to boost US optical manufacturing capacity 10x
    7min ago
    Arm's licensing surge masks smartphone market slowdown
    8min ago
    Exclusive: Chinese automakers lead in zonal E/E architecture, but geopolitics could hinder global rollout
    May 6, 19:07
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    China, US AI capex gap persists amid token prices surge
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    Commentary: Big Fund bets on DeepSeek as China, the US shift AI rivalry to hidden models
    May 6, 19:06
    Samsung and SK Hynix China staff reportedly seek higher bonuses
    May 6, 19:06
    NEWS TAGGED 12-INCH
    Wednesday 6 May 2026
    VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
    Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
    Wednesday 6 May 2026
    GlobalWafers reports weaker quarter as expansion weighs on margins

    GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

    Wednesday 6 May 2026
    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Tuesday 28 April 2026
    Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
    China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
    Friday 10 April 2026
    GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
    GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
    Wednesday 1 April 2026
    GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
    In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the...
    Thursday 19 March 2026
    Nexperia's China split sends orders to Taiwan
    Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...
    Thursday 19 March 2026
    China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

    China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

    Monday 16 March 2026
    IC design houses push 12-inch chips as 8-inch process price hikes loom
    The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...
    Friday 13 March 2026
    China's Nexchip signals wafer price hikes amid capacity expansion and CIS growth
    Nexchip has confirmed that it has raised prices for certain wafer foundry products, aligning its pricing strategy with market conditions, customer demand, and ongoing operational improvements,...
    Friday 13 March 2026
    GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue
    GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon...
    Wednesday 11 March 2026
    Analysis: Why Taiwan is building fabs it can't fill — and why that's the point
    Taiwan's semiconductor industry is globally dominant, yet the very success of its production ecosystem is creating friction for the academic and research community that underpins it...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook