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Thursday 10 September 2026
STMicro sees AI sales accelerating as factory transfers hold key to margin recovery
STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...
Thursday 10 September 2026
Global PMX sees semiconductor parts shipments strengthen
Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending...
Thursday 10 September 2026
Silicon photonics boom could push InP supply-demand gap above 70%, triggering race for strategic optical resources
As AI drives the transition toward high-speed transmission technologies such as 800G and 1.6T, silicon photonics has become increasingly mainstream in high-speed optical communications,...
Wednesday 9 September 2026
OpenAI's deeper Samsung tie-up lands on a foundry that is running out of capacity
For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less...
Wednesday 9 September 2026
Jin Lian Cheng expands into semiconductor wafer fab UPS battery recycling
Jin Lian Cheng Resources completed an upgrade to its desulfurization production line as demand increased for lead-acid battery recycling tied to high-spec uninterruptible power supply...
Wednesday 9 September 2026
China expands OLED capacity, challenging South Korea in IT and automotive display markets
South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology...
Wednesday 9 September 2026
Verizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout
Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores...
Wednesday 9 September 2026
Y.S. Tech's Renwu plant lifts August sales
Y.S. Tech reported August 2026 revenue of NT$331 million, up 2.36% year-over-year, as new capacity at its Renwu plant helped offset the traditional summer shipment lull for automakers...
Wednesday 9 September 2026
Amkor expands Arizona chip campus with phase 2 plan
Amkor Technology's latest Arizona expansion underscores how advanced packaging capacity is becoming a strategic issue for the US semiconductor supply chain. The larger campus aims...
Wednesday 9 September 2026
China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers
China has imposed provisional anti-dumping measures on Japanese dichlorosilane (DCS), a semiconductor material used in thin-film deposition, potentially accelerating Chinese wafer...
Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale...
Wednesday 9 September 2026
IT panel peak season loses its edge after brands stocked too early
The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...
Wednesday 9 September 2026
China's AI computing plan targets sixfold growth, 100,000-card clusters
China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...
Wednesday 9 September 2026
Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV)...

Wednesday 9 September 2026
Samsung-led EUR3B funding round nearly doubles Mistral's valuation
French AI startup Mistral has raised EUR3 billion (US$3.5 billion) in a funding round led by Samsung Electronics, nearly doubling its valuation as the company seeks to strengthen its...