Global silicon wafer shipments grew 13% YoY in 1Q26 April 30, 2026 Worldwide silicon wafer shipments increased 13.1% year-on-year to 3,275 million square inches (MSI) from the 2,896 MSI recorded during the same quarter of 2025, reports SEMI.
Growth surge masks structural strain in semiconductor market April 30, 2026 During Evertiq Expo Zurich on April 23, 2026, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a pointed assessment of a semiconductor industry growing rapidly — but not evenly. In his keynote and a follow-up conversation, Aasholm argued that while headline figures suggest unprecedented expansion, underlying dynamics point to structural imbalances across the supply chain.
ASE breaks ground on new Renwu facility to expand testing cluster in Kaohsiung April 16, 2026 Taiwan-based Advanced Semiconductor Engineering (ASE) has held a groundbreaking ceremony for a new facility in Renwu Industrial Park in Kaohsiung, Taiwan, aimed at establishing a semiconductor testing services cluster.
Molex to acquire Teramount to accelerate Co-Packaged Optics push April 16, 2026 Molex has entered into an agreement to acquire Israel-based Teramount, a developer of fiber-to-chip connectivity solutions, in a move aimed at accelerating the adoption of scalable Co-Packaged Optics (CPO).
Extended lead times for key components weigh on server growth April 15, 2026 Extended lead times for key semiconductor and hardware components are increasingly shaping supply conditions in the server market, according to TrendForce.
Semiconductor equipment billings reached $135B in 2025 April 09, 2026 Worldwide sales of semiconductor manufacturing equipment increased 15% to USD 135.1 billion in 2025 from USD 117.1 billion in 2024, driven by continued investment in advanced logic, memory, and AI-related capacity expansion, according to SEMI.
SUMCO shifts strategy from new fab to equipment upgrades April 07, 2026 SUMCO Corporation has received approval from Japan’s Ministry of Economy, Trade and Industry (METI) for an amended version of its “Plan for Ensuring Stable Supply” under the Economic Security Promotion Act, the company announced on March 27, 2026.
Inside one of Taiwan's semiconductor factories March 27, 2026 Taiwan’s semiconductor industry is often discussed in terms of scale, complexity, and technological leadership. Less often, we get a closer look at how these facilities actually operate from the inside.
STMicro starts STM32 MCUs deliveries in China March 25, 2026 Through a collaboration with domestic producer Huahong, STMicroelectronics has a dual supply chain, with fully processed and manufactured 40nm MCU products in China that are exact same design and technology as those made outside China.
Soitec secures deal to supply POI wafers for Skyworks March 20, 2026 Under the agreement, Soitec will provide POI wafers for Skyworks’ Sky5 platform to address RF requirements of today’s 5G smartphones. Soitec POI provides the performance necessary for seamless advanced coexistence in dense signal environments.
Analog Devices opens new Thailand facility to boost capacity March 19, 2026 US semiconductor company Analog Devices has opened a new manufacturing facility in Thailand aimed at expanding its production and test capacity and strengthening supply chain resilience.
SK Group chairman: Wafer shortage could persist until 2030 March 17, 2026 SK Group Chairman Chey Tae-won said the global shortage of semiconductor wafers could last until 2030, as demand driven by artificial intelligence continues to outpace supply, according to Reuters.
Qnity opens new US facility to expand CMP materials production March 12, 2026 US semiconductor materials supplier Qnity Electronics has opened a new manufacturing facility in Newark, Delaware, aimed at expanding production capacity for chemical mechanical planarization (CMP) materials used in chip fabrication.
AI demand lifts top foundries' Q4 revenue, Samsung gains share March 12, 2026 Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.
Nexperia dispute deepens as China unit launches independent chip production March 10, 2026 A long-running dispute between Dutch semiconductor company Nexperia and its China-based subsidiary has intensified, with the Chinese entity announcing it has begun producing its own chips while tensions over operations and governance continue to escalate.
Apple to begin Mac mini production in Houston, expand AI server manufacturing February 25, 2026 Apple will start producing its Mac mini in the US for the first time, with manufacturing slated to start later this year at a new facility in Houston.
ASML unveils EUV light source upgrade to boost chip output by 50% by 2030 February 24, 2026 ASML has developed an upgraded extreme ultraviolet (EUV) light source for its lithography machines, which the company says could increase chip production by up to 50% by the end of the decade, Reuters reports.
Lam Research opens new Boise office to support US memory manufacturing February 18, 2026 US semiconductor equipment supplier Lam Research has opened a new office in Boise, expanding its presence in Idaho to support projected growth in domestic semiconductor manufacturing.
Intel backs away from manufacturing deal with Tower Semiconductor February 16, 2026 Tower Semiconductor has disclosed that Intel does not intend to proceed with a previously signed agreement to manufacture 300mm wafers for Tower’s customers at Intel’s facility in New Mexico.
Global silicon wafer shipments rise in 2025, revenue declines February 12, 2026 Global silicon wafer shipments increased in 2025, while total wafer revenue declined slightly, according to year-end data from SEMI.
Okmetic Vantaa fab expansion enters volume production February 11, 2026 Okmetic has entered volume production at its expanded Vantaa facility in Finland, targeting 150–200 mm silicon and bonded silicon-on-insulator (SOI) wafers.
Chipbond opens advanced semiconductor facility in Penang February 11, 2026 Taiwanese semiconductor packaging and testing company Chipbond Technology has officially opened a new manufacturing facility in Penang, Malaysia, marking a major step in the company’s global expansion.
FPT launches advanced semiconductor testing and packaging plant in Vietnam February 11, 2026 FPT plans to establish an advanced semiconductor testing and packaging facility in Vietnam, aiming to expand domestic back-end manufacturing capacity and strengthen the country’s position in the global semiconductor supply chain.
Taiwan pushes back on US calls to relocate semiconductor capacity February 09, 2026 Taiwan has rejected US calls to shift a large share of its semiconductor manufacturing capacity to American soil, arguing that the island’s tightly integrated semiconductor ecosystem, which has been built up over decades, cannot be relocated, Reuters reported.
AI boom set to push memory revenues far beyond foundry market by 2026 February 09, 2026 The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.
Siemens acquires Canopus AI February 05, 2026 Siemens has acquired Canopus AI, a France-based developer of AI-driven metrology and inspection software for semiconductor manufacturing. The transaction closed on January 12, 2026.
Texas Instruments to acquire Silicon Labs for $7.5B February 04, 2026 Texas Instruments has signed a definitive agreement to acquire Silicon Labs in an all-cash transaction valuing the wireless connectivity specialist at approximately USD 7.5 billion.
Finland’s R&D model and its role in the electronics industry February 03, 2026 In a recent analysis, Evertiq explored which countries dominate global R&D spending. Viewed through the lens of absolute investment volumes, the picture is largely shaped by the United States and China, followed by established industrial powerhouses such as Germany, Japan and France. Shifting that lens away from global heavyweights and toward a smaller, highly R&D-intensive economy reveals a different dynamic — one where the relationship between research investment and industrial capability becomes more clearly defined. Finland provides a useful case for understanding how research investment translates into industrial capability.
Can memory manufacturing return to Germany? Neumonda lays out its case January 29, 2026 When German memory company Neumonda talks about bringing semiconductor memory manufacturing back to Germany, it sparks curiosity — not about the technology itself, but about the scale, the investment needed, and whether it’s actually possible.
RSPL raises $3 million to boost silicon ingot manufacturing January 29, 2026 Indian company Raana Semiconductors Pvt. Ltd. (RSPL) plans to initially focus on producing 10–12 inch solar-grade silicon ingots, with a longer-term roadmap towards semiconductor-grade wafer manufacturing.
Micron breaks ground on $24B wafer fab expansion in Singapore January 27, 2026 Micron Technology has broken ground on a new advanced wafer fabrication facility in Singapore, marking a planned investment of approximately USD 24 billion over the next ten years.
IonQ to acquire SkyWater in a $1.8B deal January 27, 2026 US quantum computing company IonQ has entered into a definitive agreement to acquire US-based semiconductor foundry SkyWater Technology in a cash-and-stock transaction valuing SkyWater at approximately USD 1.8 billion.