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Monday 16 March 2026
Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?
Tesla CEO Elon Musk said the company's Terafab Project, aimed at producing artificial intelligence (AI) chips, will launch in five days, signaling an expansion beyond Tesla's core...
Monday 16 March 2026
Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge
China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partn...
Monday 16 March 2026
Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships
In August 2025, Filtronic secured a GBP47.3 million (US$63.2 million) contract from SpaceX — one of the company's largest equipment orders — to supply next-generation GaN...
Friday 13 March 2026
China's Nexchip signals wafer price hikes amid capacity expansion and CIS growth
Nexchip has confirmed that it has raised prices for certain wafer foundry products, aligning its pricing strategy with market conditions, customer demand, and ongoing operational improvements,...
Friday 13 March 2026
Tesla AI chip delay pushes South Korean NPU startup DeepX back six months
Tesla's next-generation AI processor schedule change has disrupted Samsung Electronics' foundry timelines, delaying mass-production plans for South Korean startup DeepX's next AI accelerator...
Friday 13 March 2026
GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue
GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon...
Thursday 12 March 2026
Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26
Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first...
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,...