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NEWS TAGGED WAFER
Friday 6 February 2026
TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development...
Friday 6 February 2026
Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla
The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence...
Friday 6 February 2026
Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
Friday 6 February 2026
PSMC narrows losses as DRAM prices and AI demand boost revenue
Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
Thursday 5 February 2026
Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...
Thursday 5 February 2026
Siemens expands EDA stack with AI metrology acquisition of Canopus AI
Siemens has acquired French startup Canopus AI, adding AI-based metrology and inspection software to its electronic design automation (EDA) portfolio as it expands deeper into semiconductor...
Wednesday 4 February 2026
VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
Tuesday 3 February 2026
Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
Friday 30 January 2026
Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end
Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...
Friday 30 January 2026
GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions
Following Intel's major global wafer fab plan cuts, including halting projects in Germany and Poland, GlobalFoundries (GF) and STMicroelectronics (ST) have faced fresh scrutiny over...
Thursday 29 January 2026
China's MCU sector trends from price cutting to margin repair
China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...
Thursday 29 January 2026
UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
Thursday 29 January 2026
Scientech's growth signals shift in semiconductor investment toward packaging and system integration
As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
Tuesday 27 January 2026
Micron breaks ground on US$24 billion advanced NAND fab in Singapore
Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
Friday 23 January 2026
Intel slows its most ambitious node—and signals where the real battle is for now
Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments...