• Wednesday | 11 November 2026
Powerchip Plans 10% to 20% Wafer Foundry Price Hikes in 2027

Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC) plans to raise mature-node wafer foundry prices by 10% to 20% in 2027, as demand from artificial intelligence infrastructure, automotive electronics and memory customers continues to put pressure on available production capacity. The company disclosed the pricing plans during its third-quarter earnings conference on 21 October ...

3 Nov 2026 | Tuesday | NEWS
How AlpSemi Is Reinventing Power Semiconductors for Solid-State Circuit Breakers

AlpSemi aims to transform this landscape by developing advanced power semiconductor devices specifically designed for solid-state circuit breakers (SSCBs). This approach addresses a key challenge: improving the efficiency, compactness and cost competitiveness of semiconductor-based protection. Founded in 2024 by Frédéric Dupont and Fabrice Letertre, both former executives at Soitec,...

26 Oct 2026 | Monday | Feature
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
Photon Bridge Raises €10 Million to Scale Laser Production for AI Data Centres

Photon Bridge has raised €10 million to tackle an emerging bottleneck in AI infrastructure: producing the millions of lasers that will be needed to connect increasingly large clusters of AI processors. The round was co-led by new investors the Amadeus APEX Technology Fund and 360 Capital, with existing investors Innovation Industries, Faber, and Brabant Development Agency (BOM) also increasi...

23 Oct 2026 | Friday | NEWS
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
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
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
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
Data Centre Semiconductor and Components Market Set to Reach $1.8 Trillion by 2030, Dell’Oro Forecasts

According to a newly published forecast report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data centre industries, the worldwide Data Centre IT Semiconductors and Components market is poised for substantial growth, reaching $1.8 trillion by 2030. This forecast has been revised significantly since the January 2026 report, reflec...

13 Aug 2026 | Thursday | NEWS
Hedge Funds Increase Semiconductor Exposure as AI Investment Momentum Drives Market Positioning, Says Hazeltree

The first half of 2026 was defined by a tale of two stories. An AI-infrastructure investment cycle kept broadening and intensifying as positioning in AI-linked technology and hardware names grew steadily more crowded and consensus-driven from January through June, while markets had to absorb a serious geopolitical shock with an escalating Middle East conflict disrupting the transit of oil and push...

16 Jul 2026 | Thursday | NEWS
Global Semiconductor Market to Surpass USD 1 Trillion by 2031, Driven by AI, EVs and Advanced Packaging

Mordor Intelligence has published its latest analysis of the semiconductor industry, highlighting sustained expansion driven by artificial intelligence infrastructure, electric vehicle adoption, advanced packaging technologies, and increasing investments in domestic chip manufacturing ecosystems.  According to the industry analysis, the semiconductor industry size stood at USD...

19 Jun 2026 | Friday | NEWS
SEMIFIVE Posts Record Q1 Revenue as Global AI ASIC Demand Accelerates

SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, announced record-breaking revenue and new orders for the first quarter of this year, marking the beginning of an accelerated growth phase. According to the regulatory filing released on May 15, SEMIFIVE recorded consolidated revenue of KRW 47.9 billion and new orders of KRW 55.4 billion for Q1 2026. Revenue increased...

18 May 2026 | Monday | NEWS
ESD Industry Revenue Surges 10% in Q4 2025 on Strong EDA and IP Demand

Electronic System Design (ESD) industry revenue increased 10.3% to $5,466.3 million in the fourth quarter of 2025 from the $4,955.2 million registered in the fourth quarter of 2024, the ESD Alliance, a SEMI Technology Community, announced in its latest Electronic Design Market Data (EDMD) report. The four-quarter moving average rose 10.1%, based on a comparison of the most recent fo...

14 Apr 2026 | Tuesday | NEWS
Guerrilla RF Moves Closer to Profitability with Record Q4 Revenue and Strong Margin Expansion

Guerrilla RF, Inc. (OTCQX: GUER), a leading provider of high-performance radio frequency (RF) and microwave semiconductors, reported fourth quarter and full year 2025 financial results, highlighting a major financial inflexion point with the Company achieving operating profitability and positive operating cash flow in the fourth quarter. The results reflect strong revenue growth, disciplined...

27 Mar 2026 | Friday | NEWS
Trio-Tech International Reports 82% Revenue Growth in Q2 FY2026 Driven by AI Chip and EV Semiconductor Testing Demand

Trio-Tech International (NYSE MKT: TRT), a comprehensive provider of semiconductor back-end solutions and a global value-added supplier of electronic equipment, announced financial results for its fiscal second quarter ended December 31, 2025. The Company reported 82% year-over-year revenue growth, driven primarily by strong demand for advanced semiconductor testing services supporting AI compute ...

16 Feb 2026 | Monday | NEWS
Luc Seraphin, President And CEO, Says Rambus Achieved Record 2025 Revenue And Earnings Driven By Strong Product Growth And Cash Generation

Achieved record 2025 revenue and earnings results Delivered record quarterly product revenue of $96.8 million, fueling record annual product revenue of $347.8 million, up 41% from 2024 Generated record quarterly and annual cash from operations of $99.8 million and $360.0 million, respectively Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data fast...

4 Feb 2026 | Wednesday | Company results
ISM Manufacturing PMI Returns To Expansion In January As New Orders And Output Rebound

New Orders Growing; Production Growing; Employment Contracting; Supplier Deliveries Slowing; Raw Materials Inventories Contracting; Customers' Inventories Too Low; Prices Increasing; Imports Unchanged; Exports Growing; This report reflects the recently completed annual adjustments to the seasonal factors used to calculate the indexes. Economic activity in the manufacturing sector expanded in Ja...

4 Feb 2026 | Wednesday | Reports
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
VisIC Technologies Secures $26M in Round B Funding to Accelerate GaN Power Innovation for Next-Gen EVs

VisIC Technologies Ltd., a pioneer in Gallium Nitride (GaN) power semiconductors for electric mobility,  announced the successful second closing of its Round B funding, securing $26 million. The round was led by a global semiconductor leader, with HKMC joining as a strategic investor. This milestone reinforces VisIC's position at the forefront of GaN innovation for EV traction inverters and...

12 Dec 2025 | Friday | NEWS
SEMI Reports Q3 2025 Semiconductor Equipment Billings Up 11% to $33.66 Billion

-SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Reportthat global semiconductor equipment billings increased 11% year-over-year to US$33.66 billion in the third quarter of 2025. Third quarter 2025 billings registered a 2% quarter-over-quarter...

5 Dec 2025 | Friday | Reports

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