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2026-04-07

[News] TSMC March Revenue May Hit Record High; Geopolitics, Samsung Rivalry in Focus Ahead of Earnings Call

TSMC’s upcoming April 16 earnings call is set to be closely watched, as investors assess whether strong AI demand continues to support revenue momentum. According to Commercial Times, expectations are high that TSMC’s first-quarter revenue will remain above the NT$1 trillion mark. In line with t...

2026-04-07

[News] Intel Advanced Packaging Reportedly Gains Traction vs. TSMC as Google, Amazon Weigh EMIB Adoption

Intel’s advanced packaging business is reportedly gaining momentum. According to Wccftech, citing WIRED, sources say the company has been in discussions with at least two major customers—Google and Amazon—on packaging services for ASIC development. This suggests both Google’s TPUs and Amazon...

2026-04-07

[News] Samsung Sees Explosive 755% Profit Growth as Q1 Tops Full-Year 2025 Earnings amid Memory Boom

Amid a sharp memory price surge, Samsung is poised for a record-breaking first quarter, projecting that Q1 earnings will exceed its full-year profit from last year, as highlighted by Reuters. According to its April 7 press release, cited by the Chosun Daily, preliminary revenue soared 68% year-on-ye...

2026-04-07

[News] AIXTRON to Build New Manufacturing Facility in Malaysia

On March 25, compound semiconductor deposition equipment supplier AIXTRON announced plans to establish a new manufacturing facility in Malaysia, aiming to strengthen its global competitiveness and capture opportunities arising from the rapidly growing semiconductor equipment ecosystem in Southeast A...

2026-04-07

[News] Two Key Breakthroughs Advance Full-Color Micro LED Microdisplays

Amid rising demand for AR/VR devices, Micro LED microdisplay technology is accelerating its transition from lab-scale development to commercialization. On one hand, chip dimensions are approaching the submicron level, raising requirements for processes and materials. On the other, full-color technol...

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