Semiconductor News & Analysis Feed

IQE and Tower Semiconductor have entered into a multi-year InP wafer supply agreement, marking a significant strategic partnership in the photonic devices sector. InP (Indium Phosphide) wafers serve as critical materials for optical communication and photonic device manufacturing, playing an essenti

IQE plc and Tower Semiconductor have entered into a multi-year agreement for the supply of Indium Phosphide (InP) epiwafers, supporting Tower's growth in silicon photonics technology while resolving prior intellectual property disputes. The collaboration enables Tower to integrate InP high-performan

On June 15, 2026, IQE plc, a leading global supplier of compound semiconductor wafers, and Tower Semiconductor, a major foundry for high-value analog semiconductors, announced a multi-year agreement for the supply of Indium Phosphide (InP) epiwafers. The deal supports Tower’s growth in silicon photo

TSMC's 3nm wafer supply remains constrained despite reaching a new milestone of 175,000 monthly units in Q2 2026, highlighting the semiconductor industry's critical bottleneck. The 3nm node's popularity among AI firms stems from its optimal balance of performance, efficiency, and cost, but TSMC's mo