CONNECT WITH US
NEWS TAGGED WAFER
Thursday 12 March 2026
Daxin expands capacity to meet rising semiconductor material demand
Daxin, a key player in semiconductor materials, has seen rapid growth in recent years. Currently, wafer process materials account for a larger share of revenue than advanced packaging...
Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources...
Tuesday 10 March 2026
TSMC expansion triggers filter material shortage and price surge
As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
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...
Friday 6 March 2026
Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...
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...

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...
Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
Friday 20 February 2026
Tata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions
India's most ambitious semiconductor project, a Tata Group-led wafer fabrication plant in Gujarat, is reportedly facing further delays, raising questions about the pace of the country's...
Thursday 19 February 2026
DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
Wednesday 18 February 2026
Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

Sunday 15 February 2026
CXMT races to scale up as yield gaps and export curbs bite
CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite...
Friday 13 February 2026
Naura rises to No. 5 in global semiconductor equipment rankings

China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical...

Friday 13 February 2026
Why Applied says the AI boom is real—just waiting for more cleanrooms
Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...