8-inch foundry prices are rising. According to Economic Daily News, the tightening global supply of 8-inch wafer foundry capacity has led institutional investors to turn more bullish on related Taiwanese players, expecting the trend to benefit UMC, PSMC, and Vanguard. Regarding the supply-side ba...

Although the U.S. has delayed the implementation of China chip tariffs, supply chains continue to shift away from China over the long term. According to Commercial Times, mature-node chips—given their broad range of applications and long product life cycles—are among the first to be incorporated...

Just weeks after GlobalFoundries acquired Singapore’s silicon photonics foundry AMF in mid-November, Taiwan’s UMC is making its own move in the sector. On December 8, the foundry announced a licensing deal with imec to adopt the iSiPP300 silicon photonics process, featuring co-packaged optics (C...

Taiwan’s UMC is pushing into “Made in America.” On the 4th, the company announced that it has signed an MOU with U.S. foundry Polar Semiconductor to explore collaboration opportunities in 8-inch wafer manufacturing in the U.S.. According to Economic Daily News, UMC emphasized that this partner...

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...