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2026-01-15

[News] Global 8-Inch Wafer Market Tightens: Samsung Giheung S7, TSMC Closures Put China Fabs in Spotlight

Global 8-inch wafer capacity seems to be entering a contraction phase, driven by major foundries shifting focus to advanced nodes. TSMC began scaling back in 2025, aiming to fully close selected fabs by 2027, and Samsung appears to be following the same path, with plans to shutter its Giheung-based ...

2026-01-15

[News] Shanghai Launched New Plan, Highlighting the Development of IC, Key Equipment and Photoresists

Recently, the Shanghai Municipal Government issued the Three-Year Action Plan for Supporting the Transformation and Upgrading of Advanced Manufacturing in Shanghai (2026–2028), in which the integrated circuit (IC) industry is highlighted multiple times. According to the Plan, by 2028, Shanghai ...

2026-01-15

[News] Google Reportedly to Develop High-End Pixel Phones From Scratch in Vietnam Amid China Diversification

Global tech companies are stepping up efforts to diversify their supply chains beyond China amid rising geopolitical risks. According to Nikkei, sources say Google plans to shift new product introduction (NPI) work for its Pixel, Pixel Pro, and Pixel Fold smartphones to Vietnam. Development of the l...

2026-01-14

[Insights] Memory Spot Price Update: DRAM Surges as Sellers Hold Back Inventory, Mainstream DDR4 Up 10%

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices continue their daily climb, even as trading stays muted with suppliers and traders holding back inventory, pushing the average price of mainstream DDR4 1Gx8 3200MT/s chips up 9.64%. Meanwhile, in NAND, while...

2026-01-14

[News] ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More

ASE has been actively expanding on the back of AI-driven demand for advanced packaging. According to Economic Daily News, ASE has made another expansion move, with its subsidiary SPIL on the 13th spending NT$2.801 billion to acquire a plant in Zhunan, Miaoli, previously owned by United Renewable Ene...

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