Subject


IC Manufacturing, Package&Test


2026-05-15

[News] Rohm Reportedly Warns of Delays in Talks with Toshiba and Mitsubishi Electric After Denso Exit

IC Manufacturing, Package&Test

Shortly after Denso withdrew its bid for Rohm in late April, the spotlight has shifted back to the proposed three-way power semiconductor alliance involving Rohm, Toshiba Device & Storage, and Mitsubishi Electric. But according to Nikkei xTECH, citing Rohm president Katsumi Azuma, negotiations a...

2026-05-14

[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure

IC Manufacturing, Package&Test

In the first quarter of 2026, China’s wide bandgap semiconductor industry—spanning silicon carbide (SiC) and gallium nitride (GaN)—saw a stark divergence in performance. Driven by robust demand from 5G base station deployment and on-board chargers (OBCs) in electric vehicles, GaN RF-focused co...

2026-05-13

[News] Iran Disruptions Reportedly Push Key Resin Materials Up 40% Since Mar., Fueling CCL Hikes Amid AI Demand

IC Manufacturing, Package&Test

Amid Iran-related disruptions, growing shortages and price surges across key semiconductor inputs are increasingly threatening global tech supply chains. According to Nikkei, prices for metals and petrochemical materials have surged sharply amid the Iran war and related blockages in the Strait of Ho...

2026-05-12

[News] TSMC Flags Four Key Challenges in Arizona Buildout Even as U.S. Fab Beats Expectations

IC Manufacturing, Package&Test

As TSMC accelerates its Arizona buildout, the foundry giant continues to navigate four critical on-the-ground constraints. Central News Agency, citing Yeh Chun-hsien, head of the National Development Council, reports that TSMC has identified utilities constraints—particularly water supply in Arizo...

2026-05-11

[News] Apple Reportedly Keeps 2nm 5G Modem Orders with TSMC Amid Intel Cooperation Signals

IC Manufacturing, Package&Test

While recent market chatter has focused on a potential shift by Apple between longtime foundry partner TSMC and Intel, the Economic Daily News, citing industry sources, reports that the Cupertino-based company remains heavily dependent on the Taiwanese foundry giant, as it plans to place its entire ...

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