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Latest news and trends for industry
31
Mar
CEA-Leti bets on Taiwan fabs to turn Europe’s chip research into reality
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Posted by
jeff
Europe is tightening its semiconductor research links with Taiwan’s manufacturing engine, with French research institute CEA-Leti positioning itself as a primary gateway between the two ecosystems.
31
Mar
Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
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Posted by
jeff
The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global AI boom. According to Counterpoint Research’s latest Foundry Market Supply Tracker, the global Foundry 2.0 market’s revenue grew to US$320 billion at 16% year-over-year.
31
Mar
Apple’s OLED push sets off supplier race as LG Display tightens grip
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Posted by
jeff
Apple’s long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.
31
Mar
Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures
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Posted by
jeff
After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have replaced tariffs as the primary uncertainty, driving energy and material costs higher and prompting potential price increases across the sector.
31
Mar
Analysis: Sony and Honda scrap Afeela EV, casting doubt on joint venture
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Posted by
jeff
Sony Honda Mobility has scrapped plans to launch its Afeela 1 electric vehicle in the US in 2026, halting both development and commercialization of the model. The decision also cancels a planned rollout in Japan scheduled for after 2027, as well as work on a second Afeela model that had been slated for unveiling at the 2026 Consumer Electronics Show.
31
Mar
Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
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Posted by
jeff
Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and its Penang plant in Malaysia in 2025. Over the next two years, the company will launch a new round of investments to simultaneously expand production in Taiwan, China, and Malaysia, targeting a global monthly capacity of 9.45 million sheets by the end of 2027.