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21.10.26 - 06:06
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Axcelis plans US$35 million semiconductor facility in South Korea (Digitimes)
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Axcelis Technologies plans to break ground on a US$35 million ion implantation equipment manufacturing facility in Pyeongtaek, South Korea, expanding its semiconductor infrastructure for customers worldwide. The project highlights investment in advanced semiconductor capacity as the global economy enters the artificial intelligence era, with production scheduled to begin in 2028....
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20.10.26 - 10:06
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AUO selects glass substrate specs for semiconductor processes, not size rivalry (Digitimes)
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AUO is tailoring its glass core substrate specifications specifically to semiconductor process requirements rather than competing on panel dimensions with Innolux, according to Chairman and CEO Paul Peng. The company aims to leverage its glass-processing expertise to supply critical components and technologies to outsourced semiconductor assembly and test (OSAT) leaders such as ASE Technology Holding and Powertech Technology....
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19.10.26 - 02:24
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Semiconductor equipment demand rises as risks curb AI bubble (Digitimes)
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SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However, Clark Tseng, senior director of market intelligence at SEMI, said external constraints involving funding, electricity, and politics are emerging as potential downside risks. He added that this could prevent the AI-driven expansion from overheating....
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