Subject


Semiconductors


2026-03-16

[News] UMC, VIS, PSMC Reportedly Eye Mature-Node Price Hikes Up to 10% From Apr.; IC Costs May Rise

Mature-node foundries are moving toward a new round of price hikes. According to Economic Daily News, the world’s four major mature-node foundries—including UMC, Vanguard International Semiconductor (VIS), Powerchip, and China’s Nexchip—are reportedly set to raise quotes as early as April, w...

2026-03-16

[News] NVIDIA GTC Could Spotlight CPUs for Agent AI with Intel Partnership and CPU Racks Highlighted

As NVIDIA GTC 2026 gears up to kick off in just a few hours, all eyes might be on an unexpected star: CPUs. While NVIDIA rose to fame on GPUs, Intel is stepping into the spotlight—not just attending, but helping steer NVIDIA’s computing future, with Team Blue taking a more prominent role this ye...

2026-03-16

[News] China Completed the World’s First 35-micron Ultra-Thin Wafer Process and Packaging & Testing Production Line

According to official sources from Shanghai’s Songjiang District, Nixi Semiconductor Technology (Shanghai) Co., Ltd., located in the Songjiang Comprehensive Bonded Zone, has officially completed the world’s first 35-micron ultra-thin wafer process and packaging & testing production line for ...

2026-03-16

[News] Iran Conflict Threatens Helium for Chip: China’s Domestic Supply Push in Focus

The Iran conflict is raising concerns over the supply of key semiconductor materials. As noted by Nikkei, Middle East crisis is casting a shadow over Asia’s chip supply chain as fears grow that the de facto closure of the Strait of Hormuz could persist. Seoul is particularly concerned about helium...

2026-03-13

[News] Intel Reportedly Says CPU Supply Tightness Is Affecting All Customers; Chromebooks Hit Hard

As the memory shortage persists, CPU supply is also tightening. According to CRN, Intel Global Channel Chief Dave Guzzi said the chipmaker’s CPU constraints are likely affecting partners across the board, though he does not expect shortage-related price increases to approach the scale seen in memo...

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