Semiconductor News & Analysis Feed

As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China. ASE, SPIL, KYEC, Greatek, and Tong Hsing are all pushing ahead in 2026 to strengthen supply-chain resilience amid geopolitical risk.

King Yuan Electronics (KYEC) approved a US plant investment of up to US$1.4 billion, or about NT$44.9 billion, on July 10 as the US continued pushing to expand domestic chip manufacturing. The semiconductor testing company said the project would be its largest overseas expansion and was aimed at addressing a growing US gap in backend packaging and testing capacity.

KUALA LUMPUR (July 7): SkyeChip Bhd (KL:SKYECHIP) announced engineering engagement with US-based Cerebras Systems Inc for the development of custom chip design. As part of the engagement, SkyeChip is supporting the development of high-speed interface intellectual property (IP) for Cerebras’ next-generation computing initiatives, the company said in a statement on Tuesday. “This engagement reflec

KUALA LUMPUR (July 7): SkyeChip Bhd (KL:SKYECHIP) announced engineering engagement with US-based Cerebras Systems Inc for the development of custom chip design. As part of the engagement, SkyeChip is supporting the development of high-speed interface intellectual property (IP) for Cerebras’ next-generation computing initiatives, the company said in a statement on Tuesday. “This engagement reflec

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