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Aug 19, 16:09
SK Hynix to cancel record KRW40tn in shares, signalling confidence in a long AI memory cycle

SK hynix said on August 19 that its board had approved a plan to repurchase and cancel KRW40 trillion (roughly US$29 billion) of its own shares, the largest share buyback and cancellation ever undertaken by a company listed in South Korea.

Manz Asia targets PLP demand with three lines and three sizes
Aug 19, 17:22
Manz Asia is broadening its push into panel-level packaging (PLP) as interest in the technology continues to rise. General manager Robert Lin said the company has shipped more than 50 panel-level electrochemical deposition (ECD) systems cumulatively from 2016 to 2026, covering sizes from 310mm to 700mm and spanning both R&D and production equipment.
Industry figures and analysts from Taiwan and the United States gathered on August 19 at an international unmanned aerial vehicles (UAVs) forum to discuss how Taiwan can move beyond its traditional role as a components supplier and become a strategic partner in the global drone supply chain. The discussion takes place at a time when drones have become the frontier of warfare, and countries such as the US are looking to build non-China drone supply chains.
GigaDevice Semiconductor posted record first-half 2026 results, with tight memory supply and rising prices across niche products lifting earnings well beyond its full-year 2025 level.
Cerebras Systems on Tuesday announced the CS-4, a rack-scale AI accelerator the company says is up to twice as fast as its current CS-3 system and up to 30 times faster than GPU-based alternatives on a tokens-per-second-per-user basis.
As AI chips move toward larger dies and higher integration, advanced packaging is shifting from 300mm wafers to square panel manufacturing. In panel-level packaging (PLP), FOPLP and CoPoS have emerged as the two hottest keywords, while glass-based technologies remain further ahead on the roadmap.
Optical imaging technologies company New Smart Technology (NSTC) is moving beyond traditional optical and image inspection into semiconductor high-end automated optical inspection (AOI), co-packaged optics (CPO) optoelectronic modules, and unmanned vehicle vision systems, with a clear change in its revenue structure, according to chairman Stone Shih and president Phil Chen.

Tsinghua Unigroup's former "chip-to-cloud" expansion strategy unraveled after a debt crisis in 2020 and subsequent bankruptcy restructuring. Several projects originating in the group's earlier era have since entered disposal proceedings, and one of the former group's largest planned investments has now reached a formal end.

Taiwanese firms' China investment returns hit record high on AI boom
Aug 19, 10:00

Driven by surging global demand for AI and high-performance computing (HPC), Taiwanese listed companies achieved record combined profits of NT$3.4 trillion (approx. US$106.5 billion) in the first half of 2026, while their investment returns from China also rebounded. According to market research provider CRIF, Taiwanese listed firms' cumulative investment income from China reached NT$289.95 billion in the first half of 2026, an 11.12% year-over-year increase and an all-time high.

Indian Prime Minister Narendra Modi will inaugurate the fifth edition of Semicon India on September 17 at Yashobhoomi (India International Convention and Expo Centre) in New Delhi, with the three-day event running through September 19 under the theme "Silicon to Systems: Building the Ecosystem," according to ETV Bharat and the Statesman.

More than half of Taiwanese companies surveyed by TAITRA reported being negatively affected by the US-Iran conflict, with rising costs emerging as the biggest concern as geopolitical tensions disrupt energy, raw material, and supply chain conditions.

Ethernet chipmaker IC Plus said on August 17 that its operations in 2026 have improved significantly after Airoha Technology took a stake and joined its management, while resources from MediaTek also provided substantial support. The company said it turned profitable in the first half of the year.