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2026-05-22

[News] SMIC, Hua Hong Reportedly Lift Prices Amid AI-Driven Capacity Shifts; Hua Hong Expects More 12-Inch Hikes in 2026

With AI demand continuing to rise, China’s domestic foundries are seeing stronger orders and raising prices. According to Securities Times, around 80% of listed companies within the Shenwan semiconductor industry classification reported higher operating costs year over year in 1Q26, with wafer fou...

2026-05-22

[News] PSMC Joins Intel, SAIMEMORY to Demo 9-Layer Via-in-One Architecture for High Bandwidth 3D Memory

As Intel's collaboration with SoftBank subsidiary SAIMEMORY on Z-Angle Memory (ZAM) continues to draw intense industry attention, new details are emerging ahead of the VLSI Symposium 2026 scheduled for June. According to a pre-release summary leaked from the VLSI official session listing, Taiwan...

2026-05-22

[News] Huawei Takes Stake in InP Optical Chip Firm Milphoton Semiconductor

Corporate registration data from Tianyancha shows that Milphoton Semiconductor (Beijing) Co., Ltd. recently completed a significant shareholder restructuring, adding new investors including Huawei-affiliated Hubble and Suzhou Future Technology Enterprise Service Partnership (Limited Partnership). ...

2026-05-22

[News] Samsung Reportedly Shifts GaN Strategy to Foundry on Customer Growth; Operations May Start in July

Samsung may be pivoting its GaN power semiconductor strategy. According to The Elec, the company is expected to prioritize foundry services amid comparatively stronger demand, rather than device sales, where it has reportedly struggled to attract customers. Sources say Samsung Electronics failed ...

2026-05-21

[News] AMD’s Lisa Su Reportedly to Visit TSMC for 2nm Capacity; Unveils US$10B Taiwan AI Packaging Investment

Ahead of COMPUTEX 2026, competition between the two AI chip giants appears to be heating up, with AMD Chair and CEO Lisa Su arriving in Taipei on May 20. According to Commercial Times, Su is moving ahead of NVIDIA CEO Jensen Huang in beginning supply chain engagements. She is set to attend the AI su...

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