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Sep 18
Tata Electronics put 16 MoUs on the record at Semicon India, join hands with Nexperia
Tata Electronics has attached a headline number to its supplier-recruitment drive at Semicon India 2026 — 16 memoranda of understanding — but only five have been documented in the company's own announcements, leaving most of the tally resting on a list its chief executive read from the stage. For an India Semiconductor Mission trying to show movement from project approvals to commercial production, the distance between the claim and the paperwork is a fair measure of how early this ecosystem still is.

Semiconductor packaging and testing materials distributor Niching Industrial hosted an investor conference on September 17. chief financial officer Chih Fang Chiu stated that full-year 2026 revenue is projected to grow by 20% to 30%. Beyond the consolidation benefits of acquiring Ming Chun Yuan Micro Precise Technology in July 2026, growth momentum remains robust across heat spreaders, solid-state drive (SSD) enclosures, and IC substrates, alongside ongoing expansion in thermally conductive adhesives. The company aims to double total revenue within three years.

Advanced packaging remains one of the semiconductor industry's hottest technology areas in 2026. In Taiwan, terms such as co-packaged optics (CPO), chiplets, and glass substrates are increasingly common as packaging moves deeper into system-level design.

Taiwan's chipmakers are having their best year in a decade, and the headline number belongs to TSMC. The more interesting one does not.

Growing memory requirements are increasing interest in Compute Express Link (CXL) as a way to add capacity beyond locally attached memory. But engineers from OpenAI and Intel see limits to using the interconnect as a substitute for high-bandwidth memory (HBM) where bandwidth remains critical.

Ventec invests NT$1.5 billion in Kunshan expansion for AI, HDI orders
Sep 19, 07:15

Copper-clad laminate (CCL) manufacturer Ventec International Group has approved an expansion budget of NT$1.5 billion (approx. US$47.11 million) to lease and convert an idle factory in Kunshan, Jiangsu Province, China, as it moves to capture spillover demand for artificial intelligence (AI) and high-density interconnect (HDI) materials. The expansion budget is to be invested in three phases. Depending on future growth demand, the company will proceed with further capacity expansion investments in the second and third phases.

China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have highlighted ultra-wide bandgap (UWBG) semiconductor materials, including gallium oxide (Ga₂O₃) and synthetic diamond, in their draft development plan for the electronic information manufacturing sector.
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026, according to industry sources. The company confirmed the move amid persistent cost pressure across the electronics supply chain.

ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China's leading DRAM supplier closer to the core market of domestic rival Yangtze Memory Technologies (YMTC) as enterprise storage becomes a bigger part of the memory growth story.

Doosan is investing KRW968.4 billion (approx. US$701 million) to expand high-end copper-clad laminate (CCL) production in South Korea and China, its largest-ever investment in the business, as growing demand for AI accelerators, network switches and optical modules pushes key production lines beyond full utilization.
The semiconductor industry's capacity crunch is moving deeper into the equipment supply chain, with shortages of specialized components stretching delivery times as chipmakers accelerate fab investment.

Samsung Electronics is deepening its relationship with Dutch chip startup Euclyd after the company reportedly reached the test-chip stage at Samsung Foundry, adding a manufacturing dimension to Samsung's recent investment in the two-year-old company.