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27.03.26 - 08:06
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Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks (Digitimes)
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Japan's power semiconductor sector is moving toward consolidation, with Rohm, Toshiba, and Mitsubishi Electric entering negotiations to integrate their power chip businesses, according to Yomiuri Shimbun and Nikkei. The talks target scale in electric vehicles, AI data centers, and power infrastructure, where demand for power control semiconductors is rising....
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27.03.26 - 01:00
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UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub (Digitimes)
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Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing US$100 million. Part of the warehouse space is dedicated to Applied Materials as its Asia-Pacific storage and distribution center, providing customers with 24/7 operational services....
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25.03.26 - 06:06
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Tescan targets Taiwan and South Korea for semiconductor investment (Digitimes)
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Czech microscopy equipment supplier Tescan is continuing to deepen its presence in the Asia-Pacific market, targeting growing opportunities in semiconductor failure analysis (FA). In an interview in Seoul, CFO Pavel Sustek and Asia-Pacific president Sean Lee outlined the company's localized investment strategy across the region....
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25.03.26 - 06:06
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Middle East conflict threatens petrochemical and semiconductor supply chains (Digitimes)
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The widening Middle East conflict has disrupted shipping through the Strait of Hormuz and prompted Formosa Chemicals & Fibre Corporation to declare force majeure, threatening cuts to styrene monomer and other petrochemical supplies from April 2026—risks that could ripple through global energy, manufacturing, and semiconductor supply chains and trade flows....
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25.03.26 - 01:24
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Global semiconductor market rebounds in 2025 with AI-led expansion (Digitimes)
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According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above 20%. This follows a downturn in 2023 and reflects a strong AI-driven recovery. The data processing segment, led by companies such as Nvidia, recorded the fastest expansion, while all major end markets — including automotive, industrial, and consumer — returned to growth, pointing to a broad-based recovery rather than the uneven rebound seen in 2024....
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25.03.26 - 01:24
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Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound (Digitimes)
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Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial core business growth in the second half of 2026. Despite headwinds from geopolitical tensions and competition from China, TMC is cautiously optimistic about full-year operations, backed by product line expansions and advanced process deployments, with current capacity utilization exceeding 90%....
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24.03.26 - 11:42
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Musk plant mit „Terafab“ größte Chipfabrik der Geschichte (Focus)
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Elon Musk will die Halbleiterbranche revolutionieren: Mit dem Megaprojekt „Terafab“ sollen Tesla, SpaceX und xAI sämtliche Chip-Produktionsschritte unter einem Dach vereinen. Die gigantische Fabrik in Texas soll nicht weniger als das Tempo der KI-Entwicklung weltweit bestimmen....
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24.03.26 - 05:06
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Trump administration′s ′Pax Silica′ fund to strengthen global semiconductor and AI supply chains (Digitimes)
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The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors, artificial intelligence (AI), and critical minerals, according to the New York Times. The fund represents the first step in a voluntary consortium that could attract up to US$1 trillion in investments from allies, including Singapore, the United Arab Emirates (UAE), Qatar, Sweden, Japan, South Korea, Israel, Britain, and Australia, with the US committing US$250 million....
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