Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional copper-wire signal path is approaching its physical limits. As co-packaged optics (CPO) and related solutions enter their first year of commercialization, the silicon photonics (SiPh) industry is poised for rapid growth.
ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors from the Middle East and China are also pushing into the region. According to industry sources, ASEAN's AI industry will be driven not only by local demand, but also by China's market.
TSMC's planned 2027 wafer price increases are reinforcing confidence that AI chip demand remains strong while prompting fresh discussion over whether Intel and other semiconductor companies will gain greater flexibility to adjust their own pricing.
Chinese semiconductor equipment suppliers are beginning to secure production orders for through-glass via (TGV) manufacturing tools, marking a shift from prototype validation toward commercial deployment as the industry moves to develop glass substrates for next-generation AI chip packaging.
Chinese AI chip developer Enflame said at the World Artificial Intelligence Conference (WAIC) 2026 that it had jointly showcased an AI chip sample with Shanghai Xianfeng Technology using glass-based Chip-on-Panel-on-Substrate (CoPoS) panel-level advanced packaging.
China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition with the US in frontier AI. The proposed measures, reported by Financial Times, would also target overseas acquisitions of advanced technology startups and could appear in the next revision of Beijing's export control catalogue.
TSMC continues to expand its investment in Arizona, accelerating not only the relocation of semiconductor equipment and materials suppliers to the US, but also attracting Taiwan's capital markets into the region.
Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were one business. The comment comes as ASML's results for the second quarter of 2026 beat expectations, with the lithography equipment maker lifting its full-year outlook again. Zeiss Semiconductor Manufacturing Technology (SMT) President and CEO Frank Rohmund said the strong ASML report is good news for Zeiss as well, underscoring a partnership that has become deeply intertwined.
Philippe Notton has spent nearly 20 years traveling to Taiwan roughly once a month. That rhythm—born from his time at MStar Semiconductor and deepened across four companies on three continents—shaped how he thinks about building chips, building companies, and building Europe's only independent advanced CPU business.
US President Donald Trump has signed a proclamation creating a new incentive program that would cut import tariffs on primary aluminum for companies that invest in expanding domestic smelting capacity, marking the latest effort by the administration to boost US metals production.
South Korean semiconductor materials and parts supplier CMTX has developed a roughly 590mm single-crystal silicon ground ring for chip-etching equipment and plans to begin customer validation as it scales production of the 600mm-class ingots used to make oversized chamber components.
TSMC has announced an additional US$100 billion investment in the US on top of its existing US$165 billion commitment, expanding its Arizona footprint to 12 fabs and one R&D center. While the market has focused on the size of the spending, investors are more concerned that overseas expansion could squeeze profitability.
Taiwan prosecutors have indicted four former TSMC employees for allegedly stealing confidential semiconductor technology with the intent of transferring it to China, marking the island's first criminal prosecution involving "national core technologies" under the National Security Act. According to Nikkei Asia, the case highlights Taiwan's intensifying efforts to safeguard its semiconductor leadership amid growing competition from China.
Former Intel CEO Pat Gelsinger has criticized Intel's past strategy in a recent interview, revisiting the company's history with Nvidia and Apple while also weighing in on Taiwan Strait tensions and the outlook for quantum computing. Speaking at the RAISE Summit AI conference in Paris, he said Intel dismissed Nvidia GPUs at the height of its CPU dominance as nothing more than graphics tools for gamers.
Samsung Electronics is taking a slower approach than Intel to High-NA extreme ultraviolet (EUV) lithography for advanced chip production, weighing equipment spending against the need to restore foundry profitability. According to Chosun Biz, citing industry sources, the debate now centers less on yield than on financial returns.
