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Friday 23 October 2026
Lam Research sees WFE topping US$200 billion in 2027
Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...
Friday 23 October 2026
PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion
Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business and evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint...
Friday 23 October 2026
AMEC ships first Primo Domingo selective etching system, targeting critical gaps in China's advanced 3D chipmaking
China's Advanced Micro-Fabrication Equipment (AMEC) has shipped the first unit of its Primo Domingo high-selectivity vapor-phase etching system to a major domestic semiconductor research...
Thursday 22 October 2026
PSMC raises mature-node prices again, targets 20% increase in 2027
Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger...
Thursday 22 October 2026
Infineon, Nvidia push gallium nitride power for 800-volt AI data centers
Infineon Technologies is expanding its work with Nvidia on 800-volt direct current power architectures for AI data centers, with a focus on gallium nitride (GaN) chips in the intermediate...
Thursday 22 October 2026
Chi Yi Hsin Technology's Arizona fab projects drive order backlog to NT$4.476B
As the global foundry leader accelerates construction of advanced-process and advanced-packaging facilities in the US, semiconductor facility engineering integrator Chi Yi Hsin Technology...
Thursday 22 October 2026
Texas Instruments posts rising Q3 sales across data centers, cars, industry
Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company...
Thursday 22 October 2026
Why Terafab approached South Korean suppliers first
Elon Musk is moving ahead with Terafab, as Tesla and SpaceX reportedly negotiate with about 10 South Korean semiconductor materials, components, and equipment suppliers. The discussions...
Thursday 22 October 2026
Japan sets execution plan for 17 growth strategies
Japanese Prime Minister Sanae Takaichi will finalize a five-year plan by the end of 2026 outlining an investment blueprint for 17 strategic sectors. The plan will prioritize semiconductors...
Thursday 22 October 2026
Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges
Intel is accelerating work on its long-delayed US semiconductor manufacturing projects, with equipment installation underway at its Fab 62 facility in Arizona and construction progressing...
Thursday 22 October 2026
Lam Research builds India supplier base to capitalize on Semicon 2.0 localization push
Lam Research is grooming Indian companies to become its suppliers rather than relying only on its global vendor base, a senior executive said, as the US chip equipment maker deepens...
Thursday 22 October 2026
Sibelco to build quartz plant in North Carolina, extending US chip onshoring to raw materials
US Commerce Secretary Howard Lutnick has announced a new investment by industrial minerals company Sibelco to expand semiconductor-related manufacturing in North Carolina, as the Trump...
Thursday 22 October 2026
Elon Musk expands South Korean supplier network for Terafab
Elon Musk's Terafab semiconductor production initiative is expanding its supplier outreach in South Korea, with Tesla and SpaceX approaching materials, components, and equipment suppliers...
Thursday 22 October 2026
Texas Instruments' analog recovery broadens as 12-inch investment turns into margin
Texas Instruments' third quarter suggested the analog chip upturn has moved beyond restocking into a broad-based recovery, and that the company's multi-year build-out of 12-inch wafer...
Thursday 22 October 2026
Nvidia pitches factory-built AI data centers and hardware-enforced agent controls at GTC Berlin
Nvidia used its GTC Berlin keynote on October 21 to argue that AI's bottlenecks now lie in deployment speed, power, and security rather than silicon, unveiling reference designs and...