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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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