AI supply chain boom fuels Taiwan’s investment, exports as GDP growth tops 10% outlook

Taiwan’s economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwide.

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Samsung, SK Hynix weigh new Korean chip belt as concerns mount for Yongin cluster

South Korea’s government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country’s Honam and Chungcheong regions. Both companies say no final decisions have been made.

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Former SMIC CEO targets China photomask IPO after 12-inch wafer bet

Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China’s chip materials supply chain.

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