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Tuesday 10 March 2026
Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...
Tuesday 10 March 2026
Japan targets JPY40 trillion in domestic semiconductor sales by 2040
Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts...
Monday 9 March 2026
Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business
Mitsui has concluded a strategic business partnership agreement with Kaynes Semicon Private Limited, an OSAT (semiconductor back-end process) company in India, and AOI Electronics,...
Sunday 8 March 2026
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...
Friday 6 March 2026
Toyota Group's Denso bids up to US$8 billion to acquire Rohm

Japanese auto parts supplier Denso has made a takeover proposal for Kyoto-based chipmaker Rohm in a deal that could reach about JPY1.3...

Friday 6 March 2026
SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum
SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its...
Friday 6 March 2026
Chicony Power sees strong 1Q26 amid customer inventory replenishment
Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
Friday 6 March 2026
Taiwan and US to jointly boost investments in five trusted industries
Taiwan's government is actively promoting developments in the "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance, and next-generation communications...
Friday 6 March 2026
China chip leaders call for national effort to build 'Chinese ASML'

China's semiconductor industry leaders are calling for a nationwide effort to develop a domestic equivalent of ASML within five years,...

Friday 6 March 2026
Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

The semiconductor industry had widely expected Samsung's Taylor fab to begin large-scale production before the end of 2026. However, the...

Thursday 5 March 2026
Singapore's small-state strategy offers new insights for Taiwan's tech industry
Often dubbed the "Little Red Dot," Singapore is a city-state that lacks natural resources, and previously even had to turn to neighboring countries for drinking water. Yet in a span...
Thursday 5 March 2026
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
Wednesday 4 March 2026
Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...
Wednesday 4 March 2026
TSMC leads foundry price hikes as second-tier firms see profit rebound
The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...