ALLOS Semiconductors and Ennostar have formed a strategic partnership to produce 200mm GaN-on-Si LED epiwafers for micro-LED applications. This collaboration aims to establish a silicon fab-compatible supply chain for micro-LED products.
Micron Technology has signed a Letter of Intent to acquire Powerchip Semiconductor Manufacturing Corporation's P5 fabrication site in Taiwan. This acquisition is part of Micron's strategy to enhance its manufacturing capabilities in the region.
The article discusses TSMC's reliance on optimistic AI forecasts from its customers to gauge the future of the GenAI market. As the leading foundry, TSMC's insights will be critical in understanding potential shifts in demand for advanced chips.
SemiLEDs Corp reported a revenue of $2.6 million for its fiscal first quarter of 2026, a significant decrease from $13.2 million in the previous quarter but a notable increase from $1.261 million a year ago. This indicates a volatile performance, with year-on-year growth despite a quarter-to-quarter decline.
TSMC plans to increase its investment in the United States to $465 billion by constructing five additional fabs in Arizona. This expansion follows a new trade deal between the US and Taiwan.
At CES 2026, Taiwanese startups are showcasing AI systems that emphasize real-world applications and system integration rather than just theoretical advancements. This shift indicates a maturation in AI technology, supported by Taiwan's robust electronics supply chain.
PlayNitride Technologies has approved the acquisition of Lumiode Inc for $2 million, enhancing its capabilities in high-brightness micro-displays for augmented reality applications. This acquisition is expected to expand PlayNitride's intellectual property and improve its market access in North America.
China's activation of a EUV prototype signifies a pivotal shift in the semiconductor landscape, marking the decline of globalized silicon supply chains. This development poses a significant threat to Taiwan's semiconductor dominance, previously shielded by international collaboration.
Sales of semiconductor manufacturing equipment are projected to increase by 9% to $126 billion in 2026, followed by a further 7.3% growth to $135 billion in 2027. The growth is expected to be driven by demand from regions including China and Taiwan.
SEEQC has formed a strategic partnership with Taiwan's ITRI to create a manufacturing process line for its Single Flux Quantum superconducting control chips. This collaboration aims to enhance the scalability of SEEQC's digital quantum technology initiatives.
ASRock Industrial showcased its advancements in secure device integration and FIDO Device Onboard (FDO) technology at the FIDO Taipei Seminar. This marks a significant achievement as ASRock becomes the first industrial computer company in Taiwan to receive FDO certification.
The article discusses Morris Chang's predictions regarding the failure of U.S. semiconductor fabs and compares the wafer cost and economic advantages of Taiwan's fabs over those in the U.S. It also provides insights into TSMC's supply chain dynamics.
SemiLEDs Corp reported a revenue of $13.22 million for the fiscal fourth quarter of 2025, a decline from the previous quarter's $17.65 million. However, the company's full-year revenue surged over eight-fold to $43 million from $5.18 million in 2024.
TSMC is increasing its planned number of 2nm fabs in Taiwan from seven to ten, according to reports from Liberty Times. This expansion indicates a significant commitment to advanced semiconductor manufacturing in the region.
Taiwan is set to avoid a significant 300% tariff on its semiconductor exports as part of a new trade deal with the U.S. This agreement involves Taiwan assisting the U.S. in replicating its successful science park model for technology companies.
A college student in an apprenticeship at STMicroelectronics is seeking advice on securing an internship in the semiconductor industry while studying abroad. He is considering opportunities in Taiwan or the US, despite his current experience being somewhat unrelated to semiconductors.
TSMC is set to break ground on its new 1.4nm fabrication facility in Taichung, Taiwan, on November 5, 2025. This development is a significant step in TSMC's roadmap for next-generation logic technologies aimed at high-performance computing.