AI demand is pushing TSMC’s capacity requirements to unprecedented levels. According to Liberty Times, TSMC Senior Vice President and Co-COO Cliff Hou said he has never seen demand grow at such a rapid pace and frequency in the past 30 years. Hou illustrated the surge through TSMC’s equipment de...

While Broadcom’s near-term guidance fell slightly short of market expectations, its outlook beyond fiscal 2026 points to accelerating AI growth. The chipmaker raised its fiscal 2026 AI semiconductor revenue forecast to $58 billion from $56 billion, and expects the figure to nearly double to $115 b...

The market for Indium Phosphide (InP), a critical material in optical communications, has recently seen significant developments. Japanese chemical giant Sumitomo Chemical announced the commercial mass production of 4-inch InP epitaxial wafers, targeting JPY 10 billion in sales by the mid-2030s. ...

China’s push to strengthen its semiconductor equipment sector is accelerating. According to STAR Market Daily, the 14th China Semiconductor Equipment, Materials and Core Components Exhibition (CSEAC 2026) has opened, bringing together leading companies across the semiconductor supply chain. Notabl...

Google has highlighted the growing “memory wall” facing AI computing at SEMICON Taiwan 2026. According to Commercial Times, Nikhil Cherian, Senior Director of Supply Chain Infrastructure at Google Cloud under Alphabet, said the rise of multimodal and mixture-of-experts (MoE) architectures is shi...