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2026-09-01

[News] HBM3E Spot Prices Said to Be 4–5× LTA Levels, with Samsung Reportedly Locking 70% of Capacity Through 2031

South Korea is exporting less DRAM at sharply higher prices as memory supply tightens. According to Seoul Economic Daily, citing Korea International Trade Association data released Aug. 31, exports of DRAM used in AI chips, including HBM and low-power double data rate (LPDDR) memory, fell 13.2% from...

2026-09-01

[News] NVIDIA’s First Investment in a Taiwan-Listed Firm in Spotlight: What the MediaTek Deal Means for the AI Race

MediaTek announced Monday evening that it plans to issue US$3.9 billion in ECBs, which are scheduled to list on the Singapore Exchange on September 8. NVIDIA, as a strategic investor, will subscribe to 17,500 units worth US$3.5 billion, accounting for nearly 90% of the total offering, Commercial Tim...

2026-09-01

[News] JSG Achieved Breakthrough in 12-inch SiC Crystal Growth

On August 24, JSG (Jingsheng Mechanical & Electrical) released an investor relations record detailing the latest progress across its semiconductor equipment, silicon carbide (SiC) substrate, and diamond materials segments. SiC Substrate & Global Capacity Expansion Technical Breakthroug...

2026-09-01

[News] MediaTek Ramps Up Advanced Packaging Push as TSMC Veteran Shang Hou Calls for More Talent

AI chip competition is expanding beyond advanced nodes into advanced packaging and silicon photonics. According to UDN News, MediaTek has been strengthening its capabilities in these areas, with Shang Hou, who recently joined the company as vice president of advanced packaging after retiring from TS...

2026-08-31

[News] TSMC: SoIC, CoWoS to Drive 50× Compute by 2029; Silicon Photonics to Top 50% of Transceiver Market by 2027

TSMC is stepping up its technology roadmap to meet surging AI computing demand. According to TechNews, April Li, Global Head of AI and HPC Business Development at TSMC, said at SEMICON Taiwan 2026 that AI computing demand is growing fivefold annually, putting increasing pressure on compute capacity...

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