• Monday | 09 November 2026
AMD Plans AI Chip Capacity Up to Five Years Ahead as Lisa Su Meets TSMC

AMD Chair and CEO Dr Lisa Su has visited Taiwan to meet TSMC and other supply chain partners as the chipmaker prepares for continued growth in artificial intelligence infrastructure. During the visit, Su said AMD's previously announced plan to invest more than US$10 billion in Taiwan's industrial ecosystem remains on track, with further investment expected. The company is increasing supply during...

9 Oct 2026 | Friday | NEWS
Smart Payment Association Warns of Payment Card Supply Risks Amid Semiconductor Capacity Pressures

The Smart Payment Association (SPA), the trade body of the cards and mobile payment industry, issued a position paper warning that intensifying global supply chain tensions are placing growing pressure on the availability of payment cards worldwide. The paper identifies two converging forces reshaping the payment card supply chain: semiconductor foundries increasingly prioritizing capacity for AI...

7 Oct 2026 | Wednesday | NEWS
DIGITIMES Upgrades Technology Supply Chain Intelligence with New Hub and News Feed API

The global technology supply chain is moving faster than ever. From semiconductor capacity shifts and changes in the AI chip supply chain to export controls and geopolitical developments, enterprises face a challenge that goes beyond information overload: getting relevant intelligence into decision-making processes fast enough to act. To help enterprises respond more effectively to these changes,...

7 Oct 2026 | Wednesday | NEWS
India Advances Semiconductor Ecosystem as SEMICON India 2026 Highlights Scale, Talent and Global Partnerships

India is moving towards the next phase of its semiconductor ambitions, with the second day of SEMICON India 2026 highlighting progress across chip design, manufacturing, advanced packaging, materials, research and development, supply chains and talent. Speaking during a fireside conversation, Ashwini Vaishnaw, Union Minister for Electronics & Information Technology, Railways, and Information ...

19 Sep 2026 | Saturday | 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
Global Semiconductor Equipment Billings Hit Record US$40.53 Billion in Q2 2026

SEMI, the industry association advancing the global semiconductor and electronics design and manufacturing supply chain, announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 23% year-over-year to US$40.53 billion in the second quarter of 2026. Second-quarter 2026 billings registered an 11% quarter-over...

7 Sep 2026 | Monday | NEWS
SEMI and Silicon Catalyst Partner to Accelerate Global Semiconductor Startup Innovation

SEMI, the global industry association connecting the electronics design and manufacturing supply chain, and Silicon Catalyst, the world's only accelerator focused exclusively on semiconductor innovation, announced a global strategic partnership designed to accelerate innovation and strengthen connections between semiconductor hardware startups, investors, manufacturers, and technology leaders worl...

4 Sep 2026 | Friday | NEWS
SEEQC and Taiwan Strengthen Quantum Computing Supply Chain Collaboration

SEEQC, Inc. (“SEEQC” or the “Company”), a chip-based quantum computing company, announced the signing of a Memorandum of Understanding (“MOU”) with Taiwan’s Quantum Industry Technology Promotion Office to expand cooperation and exchange across quantum technology and the emerging global quantum supply chain. The MOU was signed by SEEQC Chief Technology Off...

4 Sep 2026 | Friday | NEWS
Ramaco Resources and Bedrock Semiconductor Explore Domestic Gallium Supply for GaN Chips

Ramaco Resources, Inc. (NASDAQ: METC, METCB) ("Ramaco" or the "Company") announced that it has executed a non-binding memorandum of understanding ("MOU") with Bedrock Semiconductor Inc. ("Bedrock"). The MOU confirms potential strategic relationships involving critical minerals from Ramaco's exploratory Brook Mine rare earth and critical-mineral project in Wyoming (the "Brook Mine"). Bedrock ...

19 Aug 2026 | Wednesday | NEWS
Harel Increases Stake in Camtek as AI Chip Manufacturing Drives Demand for Semiconductor Inspection Equipment

Harel Insurance Investments & Financial Services has expanded its holding in semiconductor inspection equipment supplier Camtek, reinforcing institutional confidence in the company's long-term growth prospects amid rising demand for advanced chip manufacturing technologies. According to a recent regulatory filing, Harel increased its stake by 38.2% during the first quarter, acquiring an addit...

17 Jul 2026 | Friday | NEWS
LG Chem Begins Mass Production of Semiconductor Strippers for Amkor Technology, Expanding Chip Materials Business

LG Chem (KRX: 051910) announced that it has begun mass production and supply of semiconductor strippers to Amkor Technology, marking the company’s first entry into the semiconductor stripper market and accelerating its strategy to expand its semiconductor materials business. Amkor Technology is a global leader in outsourced semiconductor assembly and test (OSAT), providing semiconducto...

17 Jul 2026 | Friday | NEWS
India Emerges as Strategic Growth Hub in Expanding Global Semiconductor Industry

India is increasingly being viewed as a strategically important player in the future of the global semiconductor industry, as demand for advanced chips accelerates amid the rapid adoption of artificial intelligence technologies. Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, believes the semiconductor sector could surpass US$1.5 trillion in value by the...

23 Jun 2026 | Tuesday | NEWS
TEMC Acquires 31.17% Stake in A-Tech Solution to Expand Semiconductor Infrastructure Portfolio

TEMC announced that its board has approved the purchase of 3.1 million shares in A-Tech Solution, representing a 31.17% stake in the company. The transaction, valued at 35 billion won, will be completed through a cash acquisition from private equity investor Woori Shinyoung Growth Cap No.1 Private Equity Investment Partnership. The deal is expected to close in early June. The investment forms par...

26 May 2026 | Tuesday | NEWS
Ecolab to Acquire CoolIT Systems for $4.75B, Expanding AI Data Center Cooling Platform

  Acquisition accelerates Ecolab’s sales growth by significantly expanding its Global High-Tech growth engine, creating an end-to-end fluid management and cooling platform for AI data centers  Ecolab announced today that it has entered into a definitive agreement to acquire CoolIT Systems, a high-growth, high-margin leader in liquid cooling technology for next-gen AI data cen...

25 Mar 2026 | Wednesday | NEWS
Ceva, Inc. Reports Breakthrough Year as AI Licensing Surpasses 20% of Revenue

Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the smart edge, announced that 2025 marked a breakthrough year for its artificial intelligence ("AI") licensing business, with 10 NeuPro™ neural processing unit ("NPU") agreements signed and with AI contributing more than 20% of annual licensing revenue in 2025. As AI expands beyond the cloud into real-...

18 Feb 2026 | Wednesday | NEWS
Micron Bets $24 Billion On Memory Expansion As AI Driven Demand Lifts Shares

Micron Technology has announced plans to invest approximately $24 billion to expand its memory chip manufacturing capacity, signalling strong confidence in sustained demand driven by artificial intelligence and data centre workloads. The announcement pushed Micron’s shares higher, reflecting investor optimism around tightening memory markets and long term growth prospects. The investment ...

3 Feb 2026 | Tuesday | NEWS
India’s Union Budget 2026 Recasts Rare Earth Minerals As Strategic Infrastructure

  India’s Union Budget 2026 places rare earth minerals firmly within the country’s strategic materials and supply chain security agenda. While rare earths do not feature as a standalone headline announcement, their importance is clearly embedded across priorities spanning mining reform, clean energy, electronics manufacturing and advanced industrial development. T...

2 Feb 2026 | Monday | NEWS
2025 Marked the Year of Silicon Sovereignty in Asia’s Semiconductor Power Shift

TSMC’s new Global R&D Center in Taiwan reflects Asia’s drive to maintain cutting-edge chip capabilities on home soil. Semiconductor technology has become not just an industry, but an instrument of national power. Semiconductors in 2025 are not merely about cranking out more chips – they have become closely tied to national sovereignty and strategy. Nowhere is this shift more...

29 Dec 2025 | Monday | Analysis
India Broadens Chip Incentives, Targeting Compound Semiconductors and Advanced Packaging Capabilities

Government of India has approved an expanded set of incentives aimed at accelerating domestic manufacturing of compound semiconductors and advanced packaging, marking a significant step in building strategic depth across critical technology supply chains. The enhanced support framework is designed to attract investment into high value segments such as compound semiconductors, wh...

16 Dec 2025 | Tuesday | NEWS
SK Hynix Reinforces Long-Term Semiconductor Strategy With Expanded Yongin Investment

SK Hynix has reaffirmed its long term commitment to semiconductor manufacturing with an expanded investment plan in the Yongin chip cluster, underlining confidence in the future trajectory of the global semiconductor industry. The move strengthens Yongin’s position as a strategic semiconductor hub, with the expanded footprint expected to support advanced memory production,...

16 Dec 2025 | Tuesday | NEWS

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