Subject


Semiconductors


2026-01-21

[News] TSMC Advanced Packaging CapEx Projected to Grow 24% CAGR in 2025–27; AP7 Eyes WMCM, CoPoS

TSMC is scheduled to hold a media tour in Chiayi on the 22nd, marking the first time its Chiayi AP7 site will be opened to local media. According to Commercial Times, construction at TSMC’s Chiayi facilities is progressing at full speed. Supply-chain sources note that AP7 Plant 2 began equipment i...

2026-01-21

[News] Volume-Locked, Price-Flexible LTAs Gain Ground in DRAM, Nanya, Winbond Reportedly Extend Contracts

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...

2026-01-21

[News] From Air Conditioners to SiC: China’s Gree Electric Accelerates Third-Gen Chip Push for EVs

Gree Electric, the Zhuhai-based appliance giant, is quietly making waves in the semiconductor sector. According to IT Home and EE Times China, the company has entered the third-generation semiconductor market, with its silicon carbide (SiC) chips, already mass-produced for home appliance application...

2026-01-20

[News] Intel Recruits Qualcomm and AMD GPU Veteran Eric Demers to Advance AI Push

Intel has brought in a veteran GPU architect to strengthen its AI efforts. According to Tom’s Hardware, Eric Demers, who designed many of the leading GPUs at ATI Technologies, later acquired by AMD, and went on to lead Qualcomm’s GPU designs, has joined Intel with a focus on AI. Demers will serv...

2026-01-20

[News] Samsung Reportedly Sets March EUV Trials at Taylor Fab Ahead of Tesla Chip Production

While TSMC signals plans to accelerate its Arizona expansion amid rumors of five additional fabs, Samsung is also pushing ahead at its Taylor site. According to Hankyung, trial operations of extreme ultraviolet (EUV) lithography equipment at Taylor Fab 1 will start this March, setting the stage for ...

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