Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand outside the Greater China region in 2025. As a result, overall order momentum slowed, and revenue share fell below 15%. The company expects that once local production normalizes in the second quarter of 2026, the revenue share will rebound to around 20%.

Continue reading

SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash

SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations for HBM4, underscoring both the strategic importance of advanced packaging equipment and rising complexity in the TC bonder supply chain amid a patent dispute between South Korean rivals Hanmi Semiconductor and Hanwha Semitech. The move reflects SK Hynix’s broader push to diversify critical equipment suppliers while aligning with Nvidia’s next-generation AI roadmap.

Continue reading

SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples

Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass production. The Korea Herald reported that SK Hynix has effectively entered the mass production process for its 12-layer HBM4 products and is supplying customers with more than 20,000–30,000 paid HBM4 samples. After establishing a global 12-layer HBM4 mass production system in September 2025, SK Hynix finalized a 2026 HBM4 supply contract with Nvidia and has begun production, according to Deal Site and other South Korean media. Meanwhile, Samsung Electronics is approximately three to four months behind schedule.

Continue reading

TASC partners with Itochu Taiwan to deepen compound semiconductor and smart medical ventures

Taiwan-Asia Semiconductor Corporation (TASC) is advancing its layout in compound semiconductors and non-invasive blood glucose monitoring technology through the signing of a memorandum of understanding (MOU) with Itochu Taiwan. The agreement seeks to facilitate collaboration in these two sectors through the pooling of resources and semiconductor supply chains.

Continue reading

Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders

Samsung Electronics is reportedly in talks with Advanced Micro Devices about producing next-generation chips using its second-generation 2nm process, as the South Korean technology group seeks to secure major customers and revive its loss-making foundry business, according to industry sources and reports from South Korea’s Seoul Economic Daily and G-enews.

Continue reading

Stargate Project initiates AI buildout, Fortune Electric transformer orders exceed NT$120 billion

Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand from other customers, its AI data center-related orders have now exceeded NT$120 billion (US$3.8 billion). As the global transformer market remains undersupplied, Fortune Electric said current lead times are controlled at around 2.5 to 3 years, though some customers are still seeking delivery within two years. Tight delivery schedules have yet to ease in the near term.

Continue reading