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    Memory makers gain the upper hand as Apple's iPhones pay the price
    7min ago
    Enflame enters public markets with Nvidia alternatives in its sights
    15min ago
    Huawei stakes out the AI optics rulebook with 7.2Tbps NPO
    18min ago
    AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging
    24min ago
    NEWS TAGGED EQUIPMENT
    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Wednesday 29 July 2026
    KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

    KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

    Wednesday 29 July 2026
    Commentary: Why China's 2026 tech breakthroughs are a generational harvest

    Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

    Tuesday 28 July 2026
    Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer
    The Russia-Ukraine war has fundamentally reshaped the nature of modern asymmetric warfare. Unmanned systems have evolved from auxiliary equipment into core combat assets capable of...
    Tuesday 28 July 2026
    China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment
    China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor...
    Tuesday 28 July 2026
    Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
    Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
    Tuesday 28 July 2026
    Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
    Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    Disco lifts first-half profit forecast on steady AI equipment demand
    Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
    Sunday 26 July 2026
    Lynas says Malaysia heavy rare earth project has gone over budget
    Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
    Saturday 25 July 2026
    SuperAlloy expands recycled aluminum push as semiconductor business nears revenue contribution
    SuperAlloy Industrial is broadening its business beyond forged aluminum wheels, with recycled aluminum and semiconductor parts emerging as new growth drivers. The shift could matter...
    Saturday 25 July 2026
    China folds data centers into 15th Five-Year renewable energy plan
    China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...
    Friday 24 July 2026
    German chip suppliers deepen ties with Samsung, SK Hynix

    Germany's Merck KGaA, TRUMPF and ZEISS are deepening their ties with South Korea's semiconductor industry amid large-scale investment...

    Friday 24 July 2026
    TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up
    Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...
    Friday 24 July 2026
    Rapidus expands Hokkaido chip hub with packaging and analysis

    Rapidus is expanding the semiconductor development and production network around its Chitose, Hokkaido foundry, adding chip analysis...

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    BIZ FOCUS
    Sep 11, 08:00
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Thursday 10 September 2026
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
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