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Thursday 12 March 2026
UMC, HyperLight to mass-produce TFLN photonics chiplets for AI data centers
United Microelectronics Corporation (UMC) has partnered with startup HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets, aiming to improve data transmission speeds in artificial intelligence computing clusters and data centers.
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 quarter of 2026 with utilization rates around 70%. Meanwhile, new AI ASIC wafer test capacity at its Longtan plant will gradually come online in the second half of 2026, serving as a key growth driver for the full year.
Thursday 12 March 2026
Middle East conflict rattles energy markets, squeezes IC distributors
The ongoing Middle East conflict is disrupting global oil and natural gas supplies and triggering an energy crisis that has pushed up international crude prices. Market expectations for higher inflation have risen, potentially delaying the US Federal Reserve's timeline for interest rate cuts, industry participants say.
Thursday 12 March 2026
Middle East conflict raises helium supply risks for South Korean chipmakers
Samsung Electronics and SK Hynix are reviewing their helium supply strategies as tensions in the Middle East disrupt key logistics routes, raising concerns over the availability of a gas essential to semiconductor manufacturing.
Thursday 12 March 2026
Asia Optical posts strong 2025 profit growth led by tech upgrades
Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter gross margin decline due to exchange rates, inventory adjustments, and material cost changes, the company maintained solid cash flow and zero debt while investing over NT$1 billion in production equipment for future expansion.
Thursday 12 March 2026
IBM, Lam Research join forces on sub-1nm logic and High-NA EUV development

IBM and Lam Research have announced a five-year collaboration to develop materials, manufacturing processes, and High-NA EUV lithography technologies for sub-1nm logic scaling. The agreement expands a long-standing partnership aimed at establishing viable manufacturing paths for future logic chips.

Thursday 12 March 2026
India's 2026 semiconductor ramp unlikely to move global wafer supply needle, analysts say
India's plan to bring four semiconductor facilities into commercial production in 2026 marks an important milestone for the country's semiconductor ambitions, but analysts say the move will have only a limited impact on global chip manufacturing capacity.
Thursday 12 March 2026
ASE's Tien Wu: Taiwan leverages hardware strength as US chip rivalry intensifies
Given the global chip war and US-China rivalry, ASE Technology Holding COO Tien Wu says that in an era where AI is driving transformation in the technology industry, the new bottleneck in hardware is now in Taiwan's hands. Taiwan should use this as leverage rather than as a tool to monopolize the semiconductor industry, allowing it to pursue mutually beneficial coexistence with supply chain partners and customers while maintaining a leading position in the global AI race.
Thursday 12 March 2026
ASE's Dr. Tien Wu shares three key trends as global semiconductor output to surpass US$1 trillion
The global semiconductor industry is set to hit US$1 trillion ahead of schedule. ASE Technology Holding COO Dr. Tien Wu revealed that the latest forecast from Semiconductor Equipment and Materials International (SEMI) indicates the industry's output, originally expected to reach US$1 trillion in 2029, could achieve the milestone as early as 2026, three to four years earlier than previously projected.
Thursday 12 March 2026
SMIC flags supply squeeze in memory, BCD chips
China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across the semiconductor industry.
Thursday 12 March 2026
US-Iran clash seen as short-term shock as markets look toward possible de-escalation
The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets refocus on AI development. US President Donald Trump predicted the conflict would ease by the end of March, shifting market sentiment.
Thursday 12 March 2026
Compound semiconductors emerge as critical components in modern air defense radar systems, as seen during Iran conflict
Iran's air defense shortcomings amid persistent US and Israeli strikes underscore the growing importance of high-power radar components and the supply chains that provide them. South Korea's Sky Bow 2 in the United Arab Emirates (UAE) has reportedly intercepted multiple Iranian missiles at an over 90% success rate, highlighting capability disparities.
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 materials, and both segments are expected to continue expanding.
Thursday 12 March 2026
Jiu Han targets NT$10B revenue by 2030 with NT$11.6B orders in 1Q26
Jiu Han System Technology, a leading cleanroom and turnkey project contractor, reported strong profit growth in 2025 driven by peak construction periods and approval for large-scale projects. Benefiting from AI-driven demand and advanced process manufacturing, the company revealed that its order book as of the first quarter of 2026 totaled NT$11.6 billion (US$364.78 million), with order visibility extending two to three years.
Wednesday 11 March 2026
ASE breaks ground on AI advanced packaging site in Southern Taiwan, set for 2Q28 completion
ASE Technology Holding has broken ground on its third technology park in Nanzi, Kaohsiung, focused on advanced semiconductor packaging and smart logistics, with construction to start within 2026 and finish by the second quarter of 2028, and a total investment of NT$17.8 billion (approx. US$559 million), senior vice president Mike Hung said.
Wednesday 11 March 2026
Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121

Samsung Electronics plans to focus its new foundry plant in Taylor, Texas, on high-performance computing (HPC) and automotive semiconductors as it expands its customer base and prepares the facility for production, according to Korean media reports.

Wednesday 11 March 2026
JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics chips, strengthening the country's vehicle-grade semiconductor manufacturing ecosystem.

Wednesday 11 March 2026
Japan's investment list targets AI, quantum computing, and semiconductors
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg.
Wednesday 11 March 2026
Texas Instruments reportedly plan analog chip price hikes

Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products starting in April 2026. The scale of the increases across different product lines and the outcomes will depend on negotiations between TI and its customers.

Wednesday 11 March 2026
China reportedly accelerating nuclear expansion while Western revival faces structural challenges

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.

Wednesday 11 March 2026
Analysis: Why Taiwan is building fabs it can't fill — and why that's the point
Taiwan's semiconductor industry is globally dominant, yet the very success of its production ecosystem is creating friction for the academic and research community that underpins it. Many universities across the island are expanding programs in electrical engineering, electronics, chemical engineering, and materials science in a bid to grow the pool of semiconductor talent. But with industry fabs running at full capacity, circuit designs submitted for educational and academic purposes are difficult to schedule into factory operations — leaving researchers competing for time on production lines built for commercial throughput.
Wednesday 11 March 2026
Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging, and testing suppliers — even as foundry leader TSMC remains fully focused on expanding CoWoS production.
Wednesday 11 March 2026
Taiwan expands semiconductor R&D infrastructure with new pilot line in the pipeline
Taiwan is deepening its investment in domestic semiconductor research infrastructure, part of a broader push to develop homegrown chip technology capabilities beyond its world-leading commercial foundries.
Wednesday 11 March 2026
Inmax advances into memory supply chain with DDR wafer-level test system
Inmax recently announced that its self-developed DDR wafer-level test system has been adopted by a major DDR memory manufacturer and has successfully been validated for mass production. The delivery of this equipment has been partially completed, marking the official start of commercialization for Inmax's business.
Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the company's latest monthly sales release.
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