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Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory capacity while raising a broader question about what is driving one of the industry's most aggressive fab expansion strategies.

Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity

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digitimes.com 2026-07-20

HDI PCB maker Compeq Manufacturing has approved the acquisition of a new manufacturing site in Taoyuan's Guanyin Industrial Park for approximately NT$2.09 billion (US$64.5 million), positioning itself to support customers developing next-generation optical modules and satellite applications. The facility is intended to provide additional manufacturing capacity for optical interconnects and space d

Merck ramps up AI semiconductor materials push as Level Up nears completion

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digitimes.com 2026-07-20

AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated technologies, equipment, services, and system solutions. Merck said that as chip manufacturing advances from 2nm toward 1.4nm, the industry is moving closer to atomic-scale production, where competition will hinge on the broader ecosystem spanning materials, proce

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

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digitimes.com 2026-07-20

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial share earmarked for the US. Although Singapore tried to attract a TSMC fab, the chipmaker ultimately chose not to commit. Vanguard International Semiconductor Corporation (VIS), however, has received strong backing from TSMC for VisionPower Semiconductor Manufactu

Is Cadence (CDNS) Quietly Rewriting Its Moat With Agentic AI Design Tools? - simplywall.st

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simplywall.st 2026-07-20 simplywall.st

CMTX Produces Aftermarket Single-Crystal Silicon Ground Ring for Semiconductor Equipment - thelec.net

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www.thelec.net 2026-07-20 thelec.net

TSMC Posts Another Record Quarter, Raises AI Investment Outlook - thelec.net

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www.thelec.net 2026-07-20 thelec.net

Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors - The Motley Fool

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www.fool.com 2026-07-20 The Motley Fool