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30.09.26 - 04:06
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Grand Pacific Petrochemical, Air Water join forces to expand Taiwan semiconductor materials business (Digitimes)
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Taiwan-based chemical manufacturer Grand Pacific Petrochemical (GPPC) is optimizing its core business while actively expanding into high-tech and semiconductor materials-related industries, amid high oil prices and the reshaping of global trade flows. Company president Chia-hsiung Tseng stated that its strategic partnership with Japan-based industrial gas company Air Water (AWI) is a key move to connect GPPC to the semiconductor materials supply chain....
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30.09.26 - 02:48
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Memory shortage pushes TV semiconductors above panel costs (Digitimes)
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A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs now overtaking display panels in some models. The shift, reported by ET News, could squeeze profitability at major TV makers including Samsung Electronics and LG Electronics....
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29.09.26 - 11:06
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In global semiconductor race, Singapore bets on critical, mature technologies (Digitimes)
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Amid the ongoing restructuring of the global semiconductor supply chain, Singapore is focusing on advanced packaging, heterogeneous integration, silicon photonics, and optical interconnects, aiming to leverage nearly six decades' worth of manufacturing and supply chain expertise. In contrast with industry players in Taiwan, South Korea, and the US, who have continued to pour resources into 2nm and 1.4nm advanced processes, Singapore's semiconductor firms see no need to replicate Taiwan's foundry model. Instead, they aim to harness Singapore's existing strengths in mature and specialty processes, assembly and testing, equipment, materials, and multinational R&D clusters to secure their foothold in the supply chain for next-gen semiconductors....
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29.09.26 - 06:06
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Advanced packaging shifts toward system integration as AI renews semiconductor talent appeal (Digitimes)
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At Singapore's Innovate Together 2026 conference on September 25, executives and researchers from A*STAR's Institute of Microelectronics (IME), KLA, ASM International, the National University of Singapore (NUS), the SHINE Centre, and ASMPT discussed how advanced packaging is evolving beyond conventional chip integration, with optical interconnects, panel-level packaging, and talent development emerging as key challenges....
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26.09.26 - 16:12
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How Syracuse′s Semiconductor Gamble May Help Save the Rust Belt (Bloomberg)
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What does it actually take to bring a Rust Belt city back to life? Micron is building one of the largest semiconductor factories in US history in Syracuse, a city that experienced major job loss after companies including GE, Carrier and General Motors left the area. Rob Simpson of CenterState CEO explains what attracted Micron to the city, local business owner Darin Price talks about what the investment means on the ground, and Brookings economist Joseph Parilla makes the case that Syracuse could be a model for reindustrialization across America. (Source: Bloomberg)...
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23.09.26 - 06:06
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Episil says AI demand marks structural shift in semiconductor epitaxy (Digitimes)
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Episil Precision said AI-related demand is reshaping semiconductor epitaxy for the long term, with effects reaching global power and optical supply chains. The Taiwan-based maker is expanding in silicon, GaN, SiC, and GeSi to serve AI servers, optical communications, and mature-node power components worldwide....
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23.09.26 - 02:31
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Win Semiconductors expands optical communications capacity with DUV tools (Digitimes)
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Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting toward combined optical-and-copper solutions, while optical communications rapidly advances toward 800G and 1.6T, prompting compound semiconductor foundry Win Semiconductors to expand its photodiode (PD) and laser diode (LD) capacity and co-develop 200G components with customers....
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22.09.26 - 13:31
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Elmos Semiconductor Buy (DPA-AFX)
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HAMBURG (dpa-AFX Analyser) - Berenberg hat die Einstufung für Elmos nach einem Gespräch mit dem Konzernchef auf einer Konferenz der Privatbank mit einem Kursziel von 215 Euro auf "Buy" belassen. Arne Schneider habe die starke Umsatzentwicklung des Chipunternehmens ......
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