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15.06.26 - 06:06
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China eases InP substrate exports, lifting compound semiconductor supply (Digitimes)
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China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS) are expected to benefit in the second half of 2026....
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15.06.26 - 01:18
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Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia (Digitimes)
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Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide....
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14.06.26 - 17:42
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Halbleiter: Eine Fabrik wie eine Festung (FAZ)
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Der deutsche Chiphersteller Infineon steht vor der Eröffnung seines neuen Werks in Dresden, das vierte vor Ort. Der Vorstand nennt es eine Punktlandung. Die Börse macht sich ihren eigenen Reim....
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12.06.26 - 08:31
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Elmos Semiconductor: Was müsste hier jetzt gelingen? (LYNX)
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In den letzten fünf Wochen hat Elmos Semiconductor vom Rekordhoch aus in der Spitze gut 22 Prozent korrigiert. Das scheint einigen auszureichen. Gestern gehörte die Aktie zu den Top-Gewinnern im TecDAX. Doch noch ist Elmos nicht wieder bullisch – was muss dazu gelingen?...
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12.06.26 - 06:06
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Hanmi Semiconductor to invest in SpaceX as Terafab bets grow (Digitimes)
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Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems....
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