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14.09.26 - 11:06
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AI demand lifts UMC, VIS, PSMC revenue (Digitimes)
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After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power components, networking chips and specialty processes. At the same time, aggressive price cutting by mature-node players in China has eased, pushing quotes for Taiwan foundries broadly higher since the start of 2026....
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02.09.26 - 02:42
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UMC targets 12-inch TFLN to break 400G SiPh bottleneck (Digitimes)
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As interconnect traffic in AI hyperscale data centers climbs, optical modules are moving toward the 1.6T and 3.2T generations. United Microelectronics Corporation (UMC), Taiwan's second-largest contract chipmaker, is expanding its silicon photonics (SiPh) efforts and focusing on thin-film lithium niobate (TFLN) as a core technology for overcoming key bottlenecks, while its SiPh platform has moved into 12-inch production....
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31.08.26 - 07:06
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Samsung Galaxy Z Fold8 demand surges, straining UMC 22nm DDI supply (Digitimes)
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Samsung Electronics' first passport-style foldable, the Galaxy Z Fold8, is reportedly facing tight display driver IC (DDI) supply as demand exceeds expectations. Samsung has continued to raise component orders, but the related 22nm process capacity at United Microelectronics Corporation (UMC) has reached its limit....
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24.08.26 - 05:06
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ASE′s Huang urges AI profits to fund R&D for CPO, PLP (Digitimes)
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As chip processes move to 2nm and advanced packaging accelerates heterogeneous integration, semiconductor materials are shifting from a supporting role in the supply chain to a critical factor in technological breakthroughs. SEMI has announced the formation of the "SEMI Semiconductor Materials Alliance," bringing together 35 materials, equipment, wafer fabrication, packaging, and testing companies, as well as industry, government, academia, and research organizations, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), ASE, and Micron Technology, to speed material validation for emerging technologies such as co-packaged optics (CPO) and panel-level packaging (PLP), with the goal of accelerating mass production....
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11.08.26 - 01:36
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UMC revenue climbs to a 45-month high as wafer prices rise (Digitimes)
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United Microelectronics Corporation (UMC) reported July 2026 consolidated revenue of NT$23.84 billion, up 1.8% from June and 18.98% from a year earlier, marking the highest level in 45 months. The foundry said the result came as wafer shipments increased, while higher wafer foundry prices in the second half of 2026 are expected to support further revenue growth....
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10.08.26 - 17:03
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Point2 Completes $136M Series B Funding with Arm, LB Investment, and Maverick Silicon (Business Wire)
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New Funding Further Solidifies Point2's e‑Tube Technology Platform as the Foundation for Next-Generation AI Data-Center InterconnectSAN JOSE, Calif.--(BUSINESS WIRE)--Point2 Technology, a developer of RF‑based interconnect solutions for AI data‑center infrastructure, today announced an additional extension of its Series B financing led by LB Investment, with new strategic participation from Arm and continued support from existing investors including Maverick Silicon. The new capital brings total Series B financing to $136 million.
The investment expands a roster of prominent backers—including NVIDIA, Arm, UMC Capital, Molex, Bosch Ventures, and other new and existing investors—reflecting accelerating momentum across the semiconductor, accelerator, and interconnect ecosystem and further solidifying Point2's e‑Tube™ Technology Platform as a new rack-scale interconnect foundation for next‑generation AI data centers.
Point2 will use the funding to bolster its engineering, systems, operations...
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08.08.26 - 02:12
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TSMC, ASE, WPG: the white-knight battles that built Taiwan′s chip empire (Digitimes)
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Powerchip chairman Frank Huang, who spent much of his career mirroring the trajectory of Taiwan's memory and foundry industries and was set to ride the AI boom into profitability in 2026, has passed away. His passing has revived memories of a 1999 attempt to block UMC's aggressive bid for Powerchip, when Huang sought help from TSMC founder Morris Chang and eventually saw Vanguard International Semiconductor (VIS) invest in Powerchip to counter UMC....
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06.08.26 - 19:03
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Tradr Announces Upcoming Leveraged ETFs on MRAM, SITM & UMC (PR Newswire)
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Funds will seek 200% daily exposure to Everspin, SiTime and United Microelectronics NEW YORK, Aug. 6, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, expects to launch single-stock leveraged ETFs tied to three single......
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