Semiconductor News & Analysis Feed

Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.

EUV grabs the glory, but DUV does the dirty work that keeps advanced chips alive.

ASML CEO, Christophe Fouquet, believes that the demand from Elon Musk's Terafab project will be similar to fabrication plants capable of manufacturing millions of wafers per month. The executive spoke to Bloomberg, and his discussion ranged from data centers in space to the current stage of the semiconductor industry in the context of major demand from the AI buildout and Europe's position in the

Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.

Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.

TSMC plans price hikes for advanced chips starting 2026, squeezing AI hardware costs The world's most important chipmaker is raising prices on its cutting-edge manufacturing nodes, and the ripple effe

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