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Latest news and trends for industry
22
Oct
PSMC raises mature-node prices again, targets 20% increase in 2027
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Posted by
jeff
Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger average selling price (ASP) and improved capacity utilization lifted gross margin from 28% to 48% and drove net profit to NT$6.5 billion. With AI servers fueling demand for memory, power-management ICs and advanced packaging, PSMC expects double-digit revenue growth in the fourth quarter and has indicated that foundry prices will rise another 10% to 20% in 2027.
22
Oct
Taiwan-France semiconductor alliance strengthens with CPU pact between SiPearl and Egis Group
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Posted by
jeff
Highlighting the deepening industrial synergies between Europe and Asia, the Egis Group TechDay Taiwan-France Strategic CPU Partnership Signing Ceremony hosted the official signing between Egis Group and SiPearl. The landmark ceremony unveiled a joint initiative to build a Mobius 100 CPU and UCIe chiplet-based marketplace, establishing a cooperative framework for sovereign AI and high-performance computing (HPC) data center infrastructure.
22
Oct
ADEPT Taiwan holds inaugural in-person meeting as PLP and substrate standardization efforts gain momentum
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Posted by
jeff
The Advanced Electronic Packaging Technology (ADEPT) committee under the Global Electronics Association continues to expand its presence in Taiwan.
22
Oct
U-Power listing highlights Taiwan’s growing need for high-speed EV charging
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Posted by
jeff
U-Power, Taiwan’s ultra-fast electric vehicle (EV) charging operator, has applied to list on the Taipei Exchange as the country’s expanding EV population supports expectations for sustained charging demand. The company, which plans an emerging-stock listing in early November, reported higher first-half revenue but remained unprofitable as it continues investing in infrastructure.
22
Oct
MIPI expands beyond smartphones into AR glasses and humanoid robots
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Posted by
jeff
The MIPI Alliance held this year’s MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and engineers. Founded in 2003 to standardize camera and display interfaces for smartphones, the alliance now serves automotive, IoT, industrial, medical, and PC applications, with AI driving its next expansion into AR glasses and humanoid robots.
22
Oct
Infineon, Nvidia push gallium nitride power for 800-volt AI data centers
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Posted by
jeff
Infineon Technologies is expanding its work with Nvidia on 800-volt direct current power architectures for AI data centers, with a focus on gallium nitride (GaN) chips in the intermediate bus converter (IBC), the company said on October 21.