SpaceX's first earnings report since going public showed that second-quarter 2026 revenue surged 92% year-over-year to US$7.81 billion, while the company still posted a net loss of US$541 million.
The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products, placing an upstream material shared by solar panels and semiconductor chips at the center of efforts to reduce US exposure to Chinese supply.
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His strategy now extends from solar cells and modules into crystal growth and wafer production, while industry reports suggest the effort could eventually reach upstream polysilicon manufacturing.
Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said its shift toward server controllers, quantum-safe microcontrollers, and XR components could help offset near-term pressure and support stronger growth from 2027.
Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW) stage of its CoWoS advanced packaging to outsourced semiconductor assembly and test (OSAT) providers, according to ETNews, which cited semiconductor industry sources.
Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors. The Japanese passive component maker returned to profit in the quarter ended June 30 and said a weaker yen, higher volumes, and stronger demand for high-reliability products are improving the outlook for the year.
ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing Director and CEO Venkata Simhadri told DIGITIMES.
NEO Semiconductor has launched NEO.AI, a memory platform it says could help address one of the biggest constraints on artificial intelligence (AI) systems worldwide: limited memory. The company says the technology is intended to improve AI performance, scalability, and efficiency as models grow larger and more demanding across global markets.
Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead with a plan first reported in April as the startup responds to a shortage of processors needed to run and develop more advanced AI systems.
Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure to no more than NT$69.7 billion (approx. US$2.16 billion) from the earlier estimate of NT$52 billion, a roughly 34% increase. The board also approved participation in the bidding process for a testing facility to expand backend packaging and testing capacity.
Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die production and Nvidia inference-chip orders, according to ZDNet Korea, which cited semiconductor industry officials.
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