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21.07.26 - 06:18
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China′s EUV gap keeps semiconductor catch-up in check (Digitimes)
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As the US continues to tighten export controls on advanced semiconductor equipment to China, questions are mounting over whether China can narrow the gap with leading-edge manufacturing through mature nodes and advanced packaging. German manufacturer Zeiss said advanced packaging can improve overall chip performance, but it cannot fully replace the process advantages delivered by extreme ultraviolet (EUV) lithography....
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21.07.26 - 05:48
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AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market (Digitimes)
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Generative AI, high-performance computing (HPC), and large AI models are rapidly reshaping the global semiconductor industry's growth curve. Thomas Stammler, chief technology officer of Semiconductor Manufacturing Technology (SMT) at Zeiss, said the market is now being discussed not as a US$1 trillion milestone in 2030, but as one that could reach US$2 trillion or even approach US$2.5 trillion, ushering in a new growth cycle for the industry....
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21.07.26 - 04:06
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Seoul Semiconductor weighs India LED plant to tap ISM 2.0 incentives (Digitimes)
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South Korea's Seoul Semiconductor, one of the world's largest optoelectronics makers, is assessing plans to build a manufacturing plant in India and is in early talks with several state governments, the Economic Times reported, citing people familiar with the matter. The move would make the LED specialist a candidate to become the first major Korean chip-manufacturing project to follow India's revamped incentive push....
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20.07.26 - 06:06
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Merck ramps up AI semiconductor materials push as Level Up nears completion (Digitimes)
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AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated technologies, equipment, services, and system solutions. Merck said that as chip manufacturing advances from 2nm toward 1.4nm, the industry is moving closer to atomic-scale production, where competition will hinge on the broader ecosystem spanning materials, process technology, advanced packaging, and co-packaged optics (CPO)....
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20.07.26 - 02:12
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Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan′s electromechanical supply chain (Digitimes)
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Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's grid modernization remains the sector's foundation, semiconductor investments, AI data center construction, and overseas infrastructure projects are creating multiple growth drivers. At the same time, project-based business models are making revenue recognition increasingly uneven despite record order backlogs....
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18.07.26 - 07:42
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Column: South Korea′s semiconductor strategy faces foresight and structural gaps (Digitimes)
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South Korea's technology policies—including the two semiconductor strategies discussed previously and the broader K-Moonshot initiative introduced more recently—have been drafted by different government bodies, including the Ministry of Trade, Industry and Energy (MOTIE), the Presidential Office, and the Ministry of Science and ICT (MSIT). Yet they share several common characteristics....
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