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2026-09-29

[News] China Unveils 15th Five-Year Battery Plan, Targets Initial Large-Scale All-Solid-State Battery Deployment by 2030

China is setting out its next-stage roadmap for emerging battery technologies, with solid-state and sodium-ion batteries among the key areas targeted for further development. According to Xinhua News, China’s Ministry of Industry and Information Technology and six other government departments rele...

2026-09-29

[News] TSMC Reportedly Eyes Texas Expansion That Could Top US$265B; VIS-NXP Mulls Second Singapore Fab

TSMC is reportedly considering a major U.S. expansion beyond Arizona. According to Economic Daily News, sources say the chipmaker is planning a second manufacturing hub that could include as many as six advanced wafer fabs, with Dallas, Texas emerging as a potential location. As the new fabs would l...

2026-09-28

[News] Micro LED Optical Interconnects Take Center Stage at CIOE 2026

Micro LED optical interconnect technology emerged as a focal point during CIOE (China International Optoelectronic Exposition) 2026. A wide range of ecosystem players—from epitaxy, chip, and display module providers like Enkris Semiconductor, LEKIN, Starksemi, and Raysolve, to system architectu...

2026-09-28

[News] China State-owned Enterprise Restructuring Fund Makes Strategic Investment in Hyper Photonix

On September 22, Chengtong Fund announced that its managed China State-owned Enterprise Restructuring Fund (a sub-fund under the National Integrated Circuit Industry Investment Fund, also known as the "Big Fund") has completed a strategic investment in Hyper Photonix Technology (Hangzhou) Co., Ltd, ...

2026-09-25

[News] 12-inch Wafer Price Hikes Loom for 2027 as AI Demand Tightens Supply, with LTAs Reportedly Up 15–40%+

As the AI boom fuels capacity expansion across logic and memory, silicon wafers are emerging as another key beneficiary, with tightening 12-inch supply driving prices higher. According to Commercial Times, new LTA prices in 2027 could rise 15%–25% for 12-inch epitaxial (epi) wafers and more than 4...

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