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Thursday 9 April 2026
Samsung P4 fab nears completion, expanding 1c DRAM capacity
Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
Thursday 9 April 2026
India's measured reset with China highlights trade dependence and strategic calculus
India is cautiously recalibrating its economic relationship with China, easing restrictions on trade and investment while balancing supply chain needs with strategic concerns, according...
Thursday 9 April 2026
Hon Precision sees surging demand for AI infrastructure components
Hon Precision's strong March and first quarter 2026 results signal accelerating global demand for AI infrastructure components, with potential ripple effects on data center procurement...
Thursday 9 April 2026
Why global chipmakers want to join TSMC's certified supply chain
TSMC's long-established supplier verification and management system is gradually becoming an industry standard, attracting major players worldwide. Samsung Electronics, Intel, Japan's...
Thursday 9 April 2026
Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks
After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...
Thursday 9 April 2026
China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip
In response to US semiconductor sanctions and to accelerate AI industry development, China is aggressively promoting localization in semiconductor manufacturing. While South Korean...
Thursday 9 April 2026
LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...
Wednesday 8 April 2026
US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled...
Wednesday 8 April 2026
Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
Wednesday 8 April 2026
Samsung Display secures exclusive Apple foldable OLED orders, partners poised to benefit
Samsung Display (SDC) has taken the lead in the industry by initiating mass production of 8.6-generation OLED panels for IT applications, as well as OLED panels for Apple's foldable...
Wednesday 8 April 2026
India reportedly bars Chinese CCTV cameras, turns to Taiwan and Western suppliers
India is moving to phase out Chinese-made internet-connected CCTV cameras and high-speed tollway cameras, citing national security risks, even as it cautiously opens other sectors...
Wednesday 8 April 2026
Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
Tuesday 7 April 2026
US MATCH bill targets China chip equipment, services

US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream...

Tuesday 7 April 2026
MSScorps targets CPO demand with in-house silicon photonics test platform

MSScorps has expanded its silicon photonics (SiPh) testing capabilities in recent years and will debut its in-house "MSS HG" platform...

Tuesday 7 April 2026
CCL expansion triggers equipment shortages; lead times extend up to two years
Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...