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    Huawei reportedly shifts AITO partnership to Seres-led model
    2h 13min ago
    China's FAW to become GAC's second-largest shareholder as auto consolidation talk returns
    2h 13min ago
    Column: China tightens rare earth controls, and Taiwan must guard supply chain flexibility
    2h 13min ago
    Analysis: Behind China's CNY30 trillion electronics plan—can AI and robotics outrun a maturing market?
    2h 13min ago
    China’s wafer fabs boost local equipment buying, pressuring South Korean suppliers
    2h 13min ago
    NEWS TAGGED CAPACITY
    Tuesday 8 September 2026
    Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow
    The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...
    Tuesday 8 September 2026
    Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it
    Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In...
    Tuesday 8 September 2026
    Nvidia underwrites its own demand; that may be harder to copy than its chips
    Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
    Tuesday 8 September 2026
    BYD weighs US$1B car-carrier order to support surging EV exports
    BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising...
    Monday 7 September 2026
    HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
    Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise...
    Monday 7 September 2026
    Exclusive: Infineon Dresden fab to hit full capacity in 2-3 years, COO says
    Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at SEMICON Taiwan 2026 that the company's new Dresden fab is ramping at twice the pace of prior expansions,...
    Monday 7 September 2026
    Exclusive: Infineon COO says chip shortage recovery will take longer
    Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at Semicon Taiwan 2026 that the current global chip shortage is unlike the one during Covid-19 and will...
    Monday 7 September 2026
    Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%
    Phison CEO K.S. Pua expects NAND Flash supply to remain tight into 2027 despite capacity expansion across major memory makers, arguing that forecasts of a rapid return to oversupply...
    Monday 7 September 2026
    India's TCS unit secures land in Hyderabad for planned 1GW AI data center campus
    HyperVault, a Tata Consultancy Services (TCS) subsidiary, has secured 264 acres in Hyderabad to build a large AI data center campus capable of reaching 1GW of capacity. The project...
    Monday 7 September 2026
    Weekly news roundup: AI memory race heats up, Taiwan manufacturing rebounds, Nexperia rift deepens
    AI infrastructure and semiconductor supply chains led reader interest this week, from Taiwan's manufacturing recovery and Nexperia's legal battle to Sandisk's HBF, Micron's HBM expansion,...
    Monday 7 September 2026
    Wah Lee sees faster growth in 2027 as supply stays tight
    Wah Lee Industrial expects growth to accelerate in 2027 as advanced packaging capacity comes online and foundries continue building overseas fabs, while tight supplies of semiconductor...
    Monday 7 September 2026
    China's JCET seeks US$968M for AI-driven packaging expansion

    JCET Group is preparing a CNY6.5 billion (approx. US$968 million) private share placement to expand advanced packaging and testing capacity...

    Monday 7 September 2026
    No foundry price relief before 2027 as utilization nears 90%

    AI demand is driving a broader repricing cycle across the foundry industry in 2026. Tightness that began at leading-edge nodes is spreading...

    Monday 7 September 2026
    Experts say subsidies can't buy semiconductor competitiveness
    At a forum jointly hosted by DSET and SEMI during SEMICON Taiwan this year, Glenn D. Tiffert of the Hoover Institution, Kioxia Holdings board member Emiko Higashi, and NRC...
    Sunday 6 September 2026
    Hiwin Mikrosystem targets SiPh inspection gear as capacity expands 20%, order visibility extends to 2Q27
    Driven by the shift from copper to optical interconnects, silicon photonics (SiPh) and co-packaged optics (CPO) are moving rapidly toward mainstream adoption, fueling demand across...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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