Semiconductor News & Analysis Feed

As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor materials supplier Niching incorporated heat spreader maker Ming Chun Yuan Micro Precise Technology into the group on July 1, 2026, and analysts expect the merger to lift revenue by 30% and gross margin by 10

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.

Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"? 爱范儿 2026-06-26 08:23 Micron is full, and global phone makers are falling. The memory chip industry has long been infamous for the "pork cycle." When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re

Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.

China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.

36Kr Exclusive | AI Chip Processor IP Company Secures Nearly 100 Million Yuan in Financing, Core Team Hails from Top Semiconductor Firms Including Synopsys and ARM 乔钰杰 2026-06-09 09:56 Simultaneously deploying IP and EDA platforms, it has achieved customer implementation in multiple fields. Author | Qiao Yujie Editor | Yuan Silai Yingke learned that Sunzhan Technology Co., Ltd. (hereinafter ref

NVIDIA's salary details for various positions are exposed: The most expensive ones are not AI researchers, and many have a basic annual salary of 2 million yuan. 量子位 2026-06-02 20:37 After reading this, you'll understand why Mr. Huang said the company's turnover rate is low. How much do NVIDIA employees really earn? Salary sheets are sometimes more honest than job descriptions. Business Insider