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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    8min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    8min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    9min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    9min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    9min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    11min ago
    NEWS TAGGED 12-INCH
    Wednesday 5 August 2026
    Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
    Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...
    Tuesday 4 August 2026
    CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment

    China's leading DRAM maker ChangXin Memory Technologies (CXMT) is considering building a second 12-inch memory chip fabrication plant in...

    Saturday 1 August 2026
    Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

    Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned...

    Friday 31 July 2026
    UMC raises capex to US$2B, eyes AI SiPh
    UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...
    Friday 31 July 2026
    CSCC develops SiC crucibles to strengthen Taiwan’s AI data center supply chain
    China Steel Corporation affiliate CSCC has developed 6N high-purity isotropic graphite blocks for 8-inch and 12-inch silicon carbide (SiC) crystal growth crucibles, aiming to reduce...
    Thursday 30 July 2026
    UMC posts NT$42.26B profit on non-operating investment gains in 2Q26
    United Microelectronics (UMC) reported consolidated second-quarter 2026 revenue of NT$68.73 billion (approx. US$2.12 billion) during its earnings call on July 29. The figure is up...
    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Friday 24 July 2026
    China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

    China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

    Thursday 23 July 2026
    GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online
    GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...
    Wednesday 22 July 2026
    HKC invests US$590M in advanced chip packaging to escape the LCD cycle

    HKC, the world's third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and...

    Monday 20 July 2026
    Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

    Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

    Wednesday 15 July 2026
    Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light
    Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring...
    Tuesday 14 July 2026
    Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand
    Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers...
    Monday 13 July 2026
    Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

    Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build...

    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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