Linkotech: FOPLP rollout is gaining early traction
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
India eases import rules in special economic zones to boost semiconductor manufacturing
India has expanded exemptions from mandatory quality certification requirements for imports by Special Economic Zone (SEZ) units and developers, a policy change that industry observers say could ease the establishment of semiconductor manufacturing facilities in the country.
ITE Tech wins design slots in US AI computing platform, raising global PC supply chain stakes
SK Hynix weighs supplier price hikes as HBM boom lifts equipment makers
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea’s semiconductor equipment supply chain.
DeepSeek hiring points to AI infrastructure ambitions beyond rented compute
PCIM 2026: Why Western carmakers cannot have ‘China-free’ SiC at subsidized prices
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic realities of international trade protectionism, regional resilience mandates, and aggressive tariffs.
Commentary: The cost of over-concentration—How TSMC’s liquidity dominance is reshaping Taiwan’s banking system
Nvidia turns to Vera CPU in China as H200 sales stall
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reuters reported, citing three people familiar with the matter.