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2026-04-10

[News] ASE Reportedly to Break Ground on Six New Plants in 2026; CPO Mass Production Expected to Begin This Year

ASE Holdings, the world’s leading OSAT provider, held a groundbreaking ceremony for its new Renwu facility in Kaohsiung, presided over by CEO Tien Wu, where he also outlined the company’s expansion plans. According to TechNews, six new plants are expected to break ground worldwide this year, mar...

2026-04-10

[News] China Memory Firms Ride AI Upcycle: Biwin 2025 Net Profit Surges 429% YoY; GigaDevice Leads HK Listings

Driven by AI demand, memory chips have entered a new price upcycle since the second half of 2025. What developments among China’s A-share memory-related companies are worth watching? According to Cailian Press, recent 2025 annual reports by major companies reflect varied performance across the val...

2026-04-10

[News] PSMC Core Business Reportedly Swings to Profit in Q1; Micron Deal Adds Strategic Upside

Following Micron’s completion of its acquisition of Powerchip Semiconductor Manufacturing Corp’s Tongluo P5 fab in March, the Taiwanese chipmaker provided further operational updates. According to Central News Agency, PSMC said at its annual general meeting on April 10 that first-quarter operati...

2026-04-10

[News] Amazon Weighs In-House Chip Sales as Unit Set to Exceed $20B Annually; Anthropic Explores Custom Silicon

Major tech companies are stepping up efforts to develop in-house chips. Amazon is reportedly exploring the possibility of selling its chips to external customers, while Anthropic is said to be planning its own chip development. According to Bloomberg, Amazon is weighing the option of offering its ch...

2026-04-10

[News] Samsung Reportedly Bets on Vietnam with $4B Chip Packaging Push; Amkor Expands Presence

Semiconductor giants are accelerating global advanced packaging expansion as demand for AI chips surges, with Southeast Asia emerging as one of the most sought-after hubs. While Intel is set to bring its advanced packaging facility in Malaysia online later this year, Bloomberg reports that Samsung i...

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