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24.08.26 - 10:06
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AI energy bottleneck is driving semiconductor materials innovation, says Applied Materials (Digitimes)
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Rising demand for artificial intelligence (AI) computing is driving a new wave of technological transformation in the semiconductor industry, while energy is emerging as the next bottleneck for the AI sector. Applied Materials group vice president and Taiwan president Eric Yu pointed out that semiconductor technology competition in the AI era can no longer focus solely on performance and transistor counts. How to support more computing with less energy will become the core of the next stage of semiconductor innovation....
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24.08.26 - 08:06
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Taiwan semiconductor materials hit golden opportunity (Digitimes)
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Rising concerns over potential supply chain chokepoints for critical raw materials have driven the formation of the SEMI Taiwan Materials Alliance. Wei-Wang Chen, General Manager of Everlight Chemical and Chairman of the Taiwan Chemical Industry Association (TCIA), noted that Taiwan boasts the world's largest tier-one customer demand alongside the most stringent process specifications. This unique position, he stated, presents a "once-in-a-century golden opportunity" for local semiconductor material development....
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24.08.26 - 05:06
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Taiwan semiconductor materials team up to build local supply chain (Digitimes)
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Taiwan's semiconductor materials industry is entering a new window of opportunity as advanced semiconductor process and packaging technologies continue to evolve. Despite geopolitical headwinds, stronger local supply-chain resilience is accelerating the push toward materials self-sufficiency....
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24.08.26 - 05:06
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SEMI launches alliance to ride semiconductor materials boom (Digitimes)
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SEMI launched a semiconductor materials alliance on August 21, bringing together more than 400 companies to build a more resilient and competitive supply chain as Taiwan extends its position as the world's largest semiconductor materials consumer for a 16th straight year....
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24.08.26 - 01:54
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AI chip boom lifts South Korean semiconductor materials makers′ profits in 2Q26 (Digitimes)
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The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability in the second quarter of 2026, as stronger demand for advanced materials drove sharp operating profit growth. With customers expected to expand capacity from 2027 onward, the sector could see another wave of revenue growth....
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20.08.26 - 07:06
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Delta expands AI automation push into robotics, semiconductors, machinery (Digitimes)
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Delta Electronics outlined a broader AI strategy at the Taipei International Industrial Automation Exhibition on August 19, unveiling robotics and smart manufacturing applications designed to speed deployment across machinery, electronics, and semiconductors. The Taiwan-based industrial technology company also introduced its first Embodied AI Dual-Arm Robot Platform as it sharpened its focus on factory automation and production autonomy....
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20.08.26 - 02:24
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Rising demand for CPO, SiPh reshapes semiconductor testing (Digitimes)
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As chip power consumption, transmission speed and architectural complexity increase, testing has shifted from being a final pre-shipment quality gate to an earlier stage in product development and ramp-to-volume, according to KPMG managing director Jesse Chen, who previously worked at IBM and in venture capital. That shift is making testing a critical factor in product verification, yield ramp and supply chain stability....
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19.08.26 - 06:06
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NSTC′s unmanned vehicle revenue tops 40% as semiconductor AOI and CPO fuel growth (Digitimes)
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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....
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