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Sunday 26 July 2026
Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection
This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...
Saturday 25 July 2026
89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026
Rapidus links 2nm chips, HBM and advanced packaging in AI foundry strategy
Rapidus is treating advanced packaging as a central part of its 2nm foundry strategy, not a downstream assembly service. The Japanese chipmaker aims to connect design enablement, front-end...
Saturday 25 July 2026
Taiwan's chip partnerships widen beyond fabs to AI, photonics and quantum
Taiwan's semiconductor industry is expanding overseas while deepening cooperation with the US, Europe, and Asia across advanced packaging, AI infrastructure, research, talent, cybersecurity,...
Saturday 25 July 2026
Intel, China-based Lens Technology partner to explore glass substrate semiconductor packaging
Intel Corporation and Lens Technology have announced a strategic collaboration to explore the development of advanced semiconductor packaging technologies using glass substrates. The...
Friday 24 July 2026
Huawei founder endorses Tau Law as sole path for post-Moore chip development

Huawei founder Ren Zhengfei has publicly endorsed the company's τ (tau) Law as Huawei's sole technological path for advancing semiconductor...

Friday 24 July 2026
German chip suppliers deepen ties with Samsung, SK Hynix

Germany's Merck KGaA, TRUMPF and ZEISS are deepening their ties with South Korea's semiconductor industry amid large-scale investment...

Friday 24 July 2026
India's chip plants face harder test: finding repeat customers
India's first major semiconductor customers are likely to come through existing global supply chains rather than domestic electronics brands immediately replacing imported components,...
Friday 24 July 2026
Rapidus expands Hokkaido chip hub with packaging and analysis

Rapidus is expanding the semiconductor development and production network around its Chitose, Hokkaido foundry, adding chip analysis...

Friday 24 July 2026
NAN GreenMet to invest US$130M in India's first integrated rare earth magnet plant

NAN GreenMet Pvt. Ltd. has launched NAN MagneTech Pvt. Ltd. to develop what it says will be India's first fully integrated manufacturing...

Friday 24 July 2026
India approves two electronics manufacturing clusters in Tamil Nadu

India's central government has approved two Electronics Manufacturing Clusters (EMCs) in Tamil Nadu, at Manallur and Pillapaikkam,...

Friday 24 July 2026
Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan
Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...
Friday 24 July 2026
Corning Scores Key ITC Win in Display Glass IP Defense Against Irico

Corning's long-running intellectual property (IP) dispute with China-based IRICO has entered a new phase after the U.S. International Trade Commission (ITC) issued what...

Friday 24 July 2026
Japan, Korea, and Taiwan face fresh 10-12.5% US tariffs under forced-labor Section 301 action
Much of Asia's manufacturing base is now subject to new US import duties of 10% to 12.5% after the White House finalized a Section 301 action against 60 economies, citing their failure...
Friday 24 July 2026
AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending
Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...