• Friday | 23 October 2026
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
ModelBest Launches MiniCPM-V 4.7 for On-Device Multimodal Computing

ModelBest and the OpenBMB community announced the release of MiniCPM-V 4.7, the latest addition to their open-source on-device multimodal model series. Available in 35B-A3B and 1B versions, the release brings advanced image, document and video understanding to edge devices with about 3GB of memory. ModelBest describes MiniCPM-V 4.7 35B-A3B as the first open-source MoE multimodal model built to ru...

16 Oct 2026 | Friday | NEWS
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
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
Shanghai Chengwei Launches High-Purity Chemical Delivery Systems for Advanced Manufacturing

Shanghai Chengwei Semiconductor Equipment has announced the global commercial launch of new high-purity chemical delivery and bulk chemical distribution systems designed for advanced semiconductor manufacturing. The company said the systems are intended to support stringent contamination-control requirements in semiconductor fabs, as well as flat-panel display and photovoltaic production facilitie...

28 Sep 2026 | Monday | NEWS
Universal Vapor Jet Unveils NovaJet for Dry, Maskless Semiconductor Thin-Film Deposition

Universal Vapor Jet Corporation (UVJC), a wholly-owned subsidiary of Universal Display Corporation (UDC) (Nasdaq: OLED), is set to unveil NovaJet, the first commercial system built on its proprietary Universal Vapour Jet Printing (UVJP) platform, at the WESEMiBAY Semiconductor Ecosystem Conference and Expo in Shenzhen, China. The launch marks UVJC’s first trade show appearance and introduce...

22 Sep 2026 | Tuesday | 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
Realtek Advances 3nm ASIC Strategy as AI Drives Taiwan’s Semiconductor Growth

Realtek Semiconductor is expanding its presence in higher-end custom chip development, with Chairman Chiu Shun-chien revealing that the company’s ASIC projects have now reached the 3nm process node. Speaking after being inducted as an Academician of Taiwan’s Industrial Technology Research Institute (ITRI), Chiu also confirmed that Realtek is working with Nvidia and other international ...

9 Sep 2026 | Wednesday | NEWS
Baya Systems Targets Japan’s AI and Chiplet Market with Advanced Data-Movement Technology

In this exclusive interview,  Semicon Leaders Asia speaks with Nandan Nayampally, Chief Commercial Officer at Baya Systems, about the company’s expansion into Japan and the growing opportunities across the country’s semiconductor ecosystem. Nayampally shares his insights into the rising demand for AI, HPC, automotive and chiplet-based architectures, the importance of efficien...

8 Sep 2026 | Tuesday | Interaction
Baya Systems and AdoreSys Partner to Expand Chiplet and Data-Movement Solutions Across APAC

Baya Systems, an innovator in software-driven fabric and system IP solutions, and AdoreSys, a leading semiconductor design solutions provider, announced a strategic partnership to offer Baya’s WeaveIP™ fabric and WeaverPro™ software platform together with AdoreSys’ ASIC design, integration and implementation expertise as a unified solution for semiconductor and systems comp...

4 Sep 2026 | Friday | NEWS
NEPCON ASIA 2026 to Showcase AI, Advanced Packaging and Smart Manufacturing in Shenzhen

Driven by booming AI‑led innovation, advanced packaging evolution and global supply‑chain realignment, the electronics manufacturing industry is undergoing profound transformation, with Asia accounting for more than 58% of worldwide electronics production output. As Asia's premier PCBA and smart‑manufacturing event rooted in Shenzhen — China's core electronics‑manufact...

31 Aug 2026 | Monday | NEWS
GPPC and AIR WATER Invest in Taiwan Semiconductor Speciality Gas Market

Amid growing demand for advanced semiconductor materials, Grand Pacific Petrochemical Corporation (GPPC) (TWSE: 1312) announced that it has partnered with Japanese industrial gas manufacturer AIR WATER INC. (AWI) to participate in Hong-Kuang Hi-Tech Corp.’s capital increase, a manufacturer of speciality gases for the semiconductor industry. GPPC and AWI will each hold a 35% stake, making the...

26 Aug 2026 | Wednesday | NEWS
Nvidia Develops New AI Chip for China as It Seeks to Rebuild Market Presence

Nvidia is reportedly developing a new artificial intelligence (AI) processor specifically for the Chinese market, as the US chipmaker looks to maintain its position in one of the world's largest technology markets amid tightening export restrictions. The reported move comes as Nvidia faces growing challenges in China. US export controls have restricted the sale of some of the company's most advan...

24 Aug 2026 | Monday | NEWS
Seoul Semiconductor Secures India Patent Injunction, Strengthening Global IP Position

Seoul Semiconductor Co., Ltd. (KOSDAQ: 046890, hereinafter 'Seoul') and its affiliate Seoul Viosys Co., Ltd. (KOSDAQ: 092190), global opto-semiconductor technology companies, have obtained a permanent injunction enjoining infringement of Seoul’s opto-semiconductor patents in India, following similar injunction rulings in Europe and the United States. The Delhi High Court exten...

13 Aug 2026 | Thursday | NEWS
Zhanxin Semiconductor Lists on ChiNext as Military-Grade Power IC Specialist Targets AI Growth

Jiangsu Zhanxin Semiconductor Technology Co., Ltd. has officially begun trading on China’s ChiNext board, marking a new stage of growth for the semiconductor company as it seeks to build on its position in military-grade power management integrated circuits (ICs) and expand into high-growth civilian markets. The company, which listed on 7 August, has developed more than 700 proprietary prod...

10 Aug 2026 | Monday | NEWS
SK hynix to Invest KRW 54 Trillion in New Yongin and Cheongju Fabs to Meet AI Memory Demand

SK hynix Inc. announced that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing demand for memory in the AI era. The company approved a total investment of approximately 54 trillion won, 35.2 trillion won in the Yongin "Y2" fab, and 19.1 trillion won in the Cheongju "M17" fab, in a board meeting. This decision represents execution of the...

10 Aug 2026 | Monday | NEWS
CXMT Shares Surge 466% in Record Shanghai Debut, Cementing China's DRAM Ambitions

ChangXin Memory Technologies (CXMT), China's largest producer of dynamic random-access memory (DRAM) chips, saw its shares surge 466% in its market debut on the Shanghai Stock Exchange's STAR Market. The company raised 57.9 billion Chinese yuan ($8.6 billion) in what is Asia's biggest initial public offering (IPO) this year, according to a Russia Today (RT) report. [1] At the ...

31 Jul 2026 | Friday | NEWS
VanEck Launches China Semiconductor ETF to Expand Investor Access to Domestic Chip Industry Growth

VanEck launched the VanEck China Semiconductor ETF (Nasdaq: SMHC), a strategy designed to give investors pure-play exposure to China's domestic semiconductor industry, a segment of the market that sits outside of conventional semiconductor allocations. SMHC extends VanEck's semiconductor franchise, which includes the VanEck Semiconductor ETF (SMH) and the VanEck Fable...

26 Jun 2026 | Friday | NEWS
Japanese Chip Equipment Makers Shift Focus as China Demand Weakens

Japanese semiconductor equipment manufacturers are facing changing market conditions as demand from China slows, prompting the industry to look increasingly towards growth opportunities linked to artificial intelligence and advanced chip production elsewhere in Asia. China has traditionally been a major destination for Japanese chipmaking equipment, but recent market trends indicate a reduction i...

22 Jun 2026 | Monday | NEWS
AI Semiconductor Stocks Rally as Jensen Huang Joins Trump on China Visit

AI-related semiconductor stocks rallied again on Wednesday after Nvidia chief executive Jensen Huang joined former US President Donald Trump during a prominent visit to China. Investors viewed the development as a positive indication for future discussions surrounding trade and technology cooperation between the United States and China. The surge in chip shares was also driven b...

14 May 2026 | Thursday | NEWS

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