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With AI compute demands soaring, silicon photonics is emerging as a next-generation technology poised to reshape the landscape. According to Hankyung, sources say that Samsung Electronics’ Device Solutions (DS) Division has designated the technology as a future strategic priority and begun recrui...
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As price negotiations for mature-node foundry services enter a critical stage, Taiwan’s foundries have reportedly moved early to adapt to market shifts by pressing upstream suppliers for price cuts. According to Commercial Times, both Taiwan’s second-largest foundry UMC and TSMC’s affiliate VI...
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Amid the aggressive expansion strategy of Chinese foundries and weak demand on products like automotive electronics, Taiwan’s second-largest foundry UMC has reportedly notified its suppliers that, starting January 1, 2026, all supply contracts must see a price reduction of at least 15%, as reveale...
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Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...
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According to Economic Daily News, industry sources note that Taiwan’s leading IC design firms are sharply cutting wafer foundry orders for mature nodes in the second half of the year. In Q3 alone, orders have dropped 20–30% from Q2 levels. As a result, utilization rates at mature-node foundrie...