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'...
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 ...
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...
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...
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...
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...
Part of $200 million multi-year investment strengthening the company's U.S. Electronics footprint, enabling further growth for the industry New 38,000-square-foot Sheboygan Falls, Wisconsin facility expands R&D capabilities for advanced materials critical to next-generation chip manufacturing Dedicated synthesis, scale-up, and technology transfer capabilities are designed to shorten the ...
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...
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...
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...
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 ...
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 ...
India is showcasing the progress of its semiconductor industry as SEMICON India 2026 gets underway in New Delhi, bringing together global and Indian companies, policymakers, investors, researchers, start-ups and academic institutions. Prime Minister Narendra Modi inaugurated the fifth edition of the three-day conference and exhibition at Yashobhoomi, New Delhi, on 17 September. The event is being...
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...
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...
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...
New detector enables faster 4D STEM imaging, helping researchers uncover material properties with greater speed and detail Key highlights: Innovation: EMPAD G2 helps researchers capture more information about materials in a single scan, recording both the strongest and weakest signals without sacrificing imaging speed or data quality. Performance: EMPAD G2 runs at 10,000 frames per sec...
Robert E. Geer, Vice President for Education and Workforce Development at NY CREATES, speaks to Semicon Leaders Asia about the five-year partnership with Lam Research to strengthen semiconductor talent development. The programme aims to equip around 3,500 students with advanced process integration skills through virtual fabrication and digital-twin technology, helping prepare the workforce for the...
In this exclusive interview with Semicon Leaders Asia, Fay Arjomandi, Founder, CEO and Board Member of mimik, shares how mimOE Embedded Edition and AMD’s Ryzen AI Embedded X100 Series are shaping a device-first approach to Agentic AI, enabling secure, scalable and efficient intelligence for physical AI, autonomous systems and industrial automation. Q. mimOE Embedded Edition has been...
Semicon Leaders Asia speaks with Mike Hansen, Sr. Product Line Manager at Aeonsemi, on how LumaReach™ is reshaping Ethernet-over-coax deployments and enabling cost-effective, high-speed connectivity. Q. LumaReach™ introduces what you describe as the industry's first commercially available 10 Gbps Ethernet-over-coax network controller. What market opportunity did Aeonsemi identify, a...