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2026-07-28

[News] China’s Lens, BOE Advance Glass Substrates as Taiwan’s Supply Chain Prepares for TSMC’s CoPoS

Competition in glass substrate-based advanced packaging is intensifying across the semiconductor industry. According to Central News Agency, China is accelerating investment in glass substrate-based advanced packaging, while Taiwan is stepping up efforts to strengthen its competitiveness by integra...

2026-07-28

[News] NVIDIA Reportedly Halves Vera Rubin SOCAMM Capacity as Memory Costs Near 29% of System BOM

Rising memory costs are prompting AI hardware vendors to rethink their product strategies. According to Wccftech, citing analysis from GF Securities, NVIDIA is reportedly reducing the memory capacity of its Vera Rubin NVL72 rack-scale AI system to cope with elevated memory prices and ongoing supply ...

2026-07-28

[News] China Reportedly Mass-Produces Immersion DUV Tools; SMIC, Hua Hong, CXMT Deliveries Expected This Year

China's progress in critical chipmaking equipment may be accelerating faster than anticipated. According to Tom's Hardware, citing The Information, a state-backed manufacturer in Shanghai has reportedly started mass-producing immersion DUV lithography machines, with the first systems expected to be...

2026-07-28

[News] Shenzhen Adds Two RMB 10-Billion Semiconductor Projects Targeting AI Servers and 12-Inch Wafers

Two leading players in China's electronics supply chain have recently disclosed major investment plans in Shenzhen, with a combined planned investment exceeding CNY 20 billion. The investments target two high-growth sectors: AI server printed circuit boards (PCBs) and large-diameter semiconductor si...

2026-07-28

[News] Samsung Display Revives Asan OLED Expansion Plan with KRW 67 Trillion

Samsung Display has announced plans to resume investment in its Asan Campus 2 project in South Korea’s Chungcheongnam-do province, moving forward with a large-scale expansion initiative worth KRW 67 trillion. Lee Cheong, president of Samsung Display, said after the “K-Display 2026” event he...

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