Subject


Semiconductors


2026-05-08

[News] SKC Said to Speed Glass Substrate Mass Production by Year-End; Advances New Non-Embedding Tech for U.S. Client

As advanced packaging becomes increasingly important, glass substrates are drawing growing industry attention. According to Business Post, SKC and its subsidiary Absolics are expected to begin what could become the world’s first commercial production of glass substrates by the end of this year. ...

2026-05-07

[News] GlobalFoundries Reportedly Sees Silicon Photonics Revenue Doubling in 2026, Passing $1B by 2028

As major foundries including TSMC and Samsung accelerate their push into silicon photonics, specialty chipmaker GlobalFoundries continues to build steady momentum. According to the Investing.com transcript, management increasingly views silicon photonics as a core growth engine, expecting revenue to...

2026-05-07

[News] SK hynix 10% Profit-Sharing Turns Double-Edged on Record Earnings: KRW 600M Payouts Signal Cost Pressure

As SK hynix delivered another record-setting quarter amid surging memory prices, the company reported a striking 72% operating margin in 1Q26, with operating profit rising more than fivefold. Against this backdrop of strong earnings, attention is increasingly turning to its high-cost employee compen...

2026-05-07

[News] TSMC Hints at Potential Further U.S. Expansion; Industry Sources Reportedly See Up to US$250B Investment

As TSMC continues expanding its U.S. footprint, comments from Cliff Hou, TSMC Senior Vice President and Deputy Co-COO, have caught industry attention. According to Commercial Times, Hou said at the 2026 SelectUSA Investment Summit that the company “is prepared for growth from any new business oppo...

2026-05-07

[News] Intel 18A-P and TSMC A16 Set for VLSI Showdown in Advanced Node Push: 18% Power Savings vs SPR Debut

Market chatter continues to link Apple as a potential early adopter of Intel’s 18A-P for future M-series chips, with more technical details expected to surface at the VLSI Symposium in mid-June. Based on information disclosed on the VLSI website, Intel’s enhanced 18A-P process delivers over 18% ...

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