• Saturday | 24 October 2026
Intelligence per Microjoule: Why the Next Era of AI Will Be Decided at the Edge

For most of the past three years, the semiconductor industry has measured AI progress in one direction. Models have grown larger, clusters have grown denser, and accelerators have been paired with more high-bandwidth memory with each generation. That build-out has been remarkable, and it will continue. As we look toward 2027, though, the constraints shaping our industry are becoming as important a...

23 Oct 2026 | Friday | Feature
Beyond Faster Chips: Why Data Movement Will Shape AI’s Next Chapter in 2027

For most of the past decade, the semiconductor industry has answered AI's appetite for compute by just building more of it. More cores, more accelerators, more transistors, more advanced process nodes. It worked, and it worked remarkably well. But heading into 2027, with the continuing growth in model size, the exploding usage, the data needed, that playbook is running out of road. The reason is ...

22 Oct 2026 | Thursday | Feature
SUSS Expands into Wafer Cleaning with GreenTec Solutions and 2027 Manufacturing Roadmap

As advanced packaging and semiconductor manufacturing become increasingly complex, demand for efficient, sustainable wafer-cleaning technologies is growing. SUSS is entering this market with GreenTec Solutions, expanding its photomask cleaning expertise into wafer-level applications. Semicon Leaders Asia speaks with Yuta Nagai, Senior Vice President, Photomask Solutions at SUSS, about the company'...

22 Oct 2026 | Thursday | Interaction
The AI Chip Supply Chain in 2026: 10 Pinch Points, Ranked by How Long They Will Last

SEMICON LEADERS ASIA ANALYSIS | OCTOBER 2026 Key takeaways HBM is the most severe shortage of 2026, but not the most durable. Record memory capex should bring meaningful relief by 2028, even if supply does not fully normalise in 2027. Wafers, CoWoS-class packaging and liquid cooling are cyclical constraints. Committed capacity with visible start dates should ease them from the second half of ...

21 Oct 2026 | Wednesday | NEWS
EV Group Advances Co-Packaged Optics Manufacturing with Wafer Bonding and Nanoimprint Lithography

As demand for faster, more energy-efficient AI infrastructure grows, co-packaged optics (CPO) is creating new opportunities for Asia's semiconductor foundries, packaging providers and photonics manufacturers. However, scaling production requires advances in wafer bonding, materials integration and precision manufacturing. Semicon Leaders Asia speaks with Dr Bernd Dielacher, Director of Busine...

21 Oct 2026 | Wednesday | Interaction
OpenLight Eyes Volume Production as AI Demand Accelerates Silicon Photonics Adoption

As AI infrastructure drives demand for higher-bandwidth, power-efficient optical connectivity, the challenge for silicon photonics companies is shifting from technological innovation to commercial-scale production. OpenLight is looking to capitalise on this transition through its heterogeneous silicon photonics platform, integrated laser technology and roadmap extending from 1.6T to 3.2T optical c...

20 Oct 2026 | Tuesday | Interaction
10 Policy and Trade Moves That Redrew the Global Chip Map in 2026

KEY TAKEAWAYS Governments spent 2026 managing flows rather than stopping them: licences with conditions, tariffs with carve-outs, minerals rules backed by enforcement. Industrial policy moved beyond the fab into packaging, materials, equipment, design and talent, from New Delhi to Brussels to Seoul. For buyers, available capacity and accessible capacity are no longer the same thing. Complianc...

14 Oct 2026 | Wednesday | Analysis
Method Communications Expands Semiconductor Expertise with Allison DeLeo Appointment

Method Communications announced that Allison DeLeo has joined the agency as Senior Vice President to expand its expertise in semiconductor and embedded technology ecosystems. DeLeo brings nearly 20 years of experience helping technology companies define their stories, build their reputations, and connect complex innovation to the audiences that matter most. "Some of the most important technology ...

9 Oct 2026 | Friday | NEWS
The 10 Stories That Defined Semiconductors in 2026 So Far, and What the Market Got Wrong

Semiconductor headlines in 2026 have been unusually large. AI accelerator demand kept climbing. Memory prices surged. Washington rewrote parts of its China chip policy. Beijing's domestic AI hardware push gathered pace. India committed another ₹1,27,500 crore to semiconductors through Semicon 2.0, and Japan kept putting public and private capital behind Rapidus. The market numbers make the exci...

9 Oct 2026 | Friday | Analysis
Valens Semiconductor Expands A-PHY into High-Volume Automotive Camera Systems

Semicon Leaders Asia speaks with Daniel Shwartzberg, Director of System Solutions at Valens Semiconductor, about the growing role of MIPI A-PHY in automotive camera systems, Valens’ collaboration with onsemi on an integrated 3MP solution, and how reducing component count and system complexity could support wider adoption in high-volume vehicles. He also discusses the applications driving dem...

8 Oct 2026 | Thursday | Analysis
The Package Is the New Processor: Why Chiplets Are Rewriting Semiconductor Design

For most of the industry’s history, progress meant one thing: pack more functions onto a single piece of silicon. That playbook still works for plenty of products. But at the frontier, in AI accelerators, data-centre processors and high-end networking, it is running into hard limits of physics, yield and cost. The response is a quiet but fundamental change in how chips are conceived. Instead...

2 Oct 2026 | Friday | Analysis
Ezurio Launches BL54LM20 Series with More Memory and On-Device Processing for IoT

Semicon Leaders Asia speaks with Jonathan Kaye, VP of Product Management and Marketing at Ezurio, about the company’s BL54LM20 Series, growing demand for higher memory and connectivity in IoT devices, the move towards on-device processing, and the opportunities for secure, low-power Edge AI across connected products. Q. What customer and market needs are driving the launch of the BL54L...

1 Oct 2026 | Thursday | Interaction
MegaChips and proteanTecs Advance Embedded Silicon Monitoring for AI and High-Performance ASICs

Semicon Leaders Asia speaks with Noritaka Kojima, General Manager, proteanTecs Japan, about the collaboration between MegaChips and proteanTecs and how embedded silicon monitoring and analytics can help customers improve power, performance, yield and reliability across the lifecycle of advanced ASIC and LSI platforms.   Q. What was the key business opportunity behind bringing protea...

23 Sep 2026 | Wednesday | Interaction
Kyocera and Tohoku University Advance Optical Isolators for Silicon Photonics and CPO

Semicon Leaders Asia speaks with Tomoya Sugita, Manager, Optical Research Section, Advanced Technology Research Institute, Kyocera Corporation, about Kyocera’s laser-annealing technology for monolithically integrated optical isolators and its potential to advance silicon photonics, CPO, and AI data centre interconnects. Q. What industry and market requirements are driving the need for ...

21 Sep 2026 | Monday | Interaction
India’s Semiconductor Ecosystem Poised for Rapid Growth as Industry Leaders Highlight Expansion

India’s semiconductor industry is entering a new phase of expansion, with industry leaders highlighting growing manufacturing capacity, supply-chain localisation, global partnerships and workforce development at SEMICON India 2026. Dr. Randhir Thakur, CEO and MD of Tata Electronics, said India has moved beyond the question of whether it can manufacture semiconductors and is now focused on ho...

18 Sep 2026 | Friday | NEWS
India Unveils ‘Semicon 2.0’ to Accelerate Semiconductor Ecosystem

India is moving into the next phase of its semiconductor development with the launch of ‘Semicon 2.0’, a programme focused on expanding the country’s capabilities across chip design, manufacturing, advanced packaging, research and development, and talent development. Speaking at SEMICON India 2026, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said t...

17 Sep 2026 | Thursday | NEWS
SEMICON India 2026 to Bring Together Global Semiconductor Ecosystem in New Delhi

New Delhi is set to host SEMICON India 2026 from 17–19 September, with Prime Minister Narendra Modi scheduled to inaugurate the three-day conference and exhibition at Yashobhoomi on 17 September. Organised around the theme ‘Silicon to Systems: Building the Ecosystem’, the event will bring together global and Indian semiconductor companies, policymakers, investors, researchers, s...

17 Sep 2026 | Thursday | NEWS
Aeonsemi Advances Ultra-Compact Timing Solutions for Automotive, Robotics and Physical AI

Semicon Leaders Asia speaks with Foeking Wu, Clock Product Line Manager at Aeonsemi, about the company’s ArcadiumNano™ silicon oscillator family and how ultra-low power, flexible frequency coverage and compact packaging are enabling next-generation intelligent systems. Q. Aeonsemi is bringing its proven Arcadium™ timing technology into the new ArcadiumNano™ family. What ma...

16 Sep 2026 | Wednesday | Interaction
Valens Semiconductor Appoints Semtech COO Asaf Silberstein to Board of Directors

Valens Semiconductor (NYSE: VLN), a leading provider of high-performance connectivity chipsets, announced the appointment of Asaf Silberstein, Executive Vice President and Chief Operating Officer of Semtech Corporation, to its Board of Directors. Silberstein brings more than two decades of leadership experience in the semiconductor industry, with extensive expertise in global operations, business...

16 Sep 2026 | Wednesday | NEWS
Axcelis Invests $35 Million in New Ion Implantation Facility in South Korea

Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced plans to invest $35 million in its global manufacturing infrastructure through the construction of a new ion implantation equipment manufacturing facility in Pyeongtaek, Gyeonggi Province, Korea. President and CEO Russell Low commented, "This investme...

11 Sep 2026 | Friday | NEWS

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