Imec CEO: AI era pushes broader ties between chip, model and CSP players

Imec CEO Patrick Vandenameele said during a media briefing at SEMICON Taiwan 2026 that the Belgian research center is broadening its collaboration base in the AI era, extending beyond IC design firms to include model developers and cloud service providers as AI reshapes how computing systems are built and connected. Vandenameele said Imec is well positioned because what is happening in AI aligns with the organization’s core mission, but its role has also changed significantly.

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AI server demand lifts Japanese capacitor shipments by 22% in first half of 2026

Japanese electronic component shipments rose in the first half of 2026 as demand from AI servers drove strong growth in capacitors and other parts. According to Nikkei and Dempa, the Japan Electronics and Information Technology Industries Association (JEITA) said on August 31 that global shipments by about 50 member companies increased 4% from a year earlier to JPY2.2865 trillion (US$15.45 billion) in the first six months of 2026.

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ASE CEO describes AI resource squeeze as a short-term problem

AI’s early-stage growth is creating a short-term squeeze on land, talent, capital, and power in Taiwan, but there is no such thing as a world that cannot do without Taiwan, ASE Technology CEO and SEMI Global Board Executive Committee Chair Tien Wu said. He made the remarks at a pre-show conference on August 31 ahead of SEMICON Taiwan 2026, which runs from September 2 to 4.

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Micron opens Tainan plant after 6.5 months amid labor dispute

Micron’s plant at the Southern Taiwan Science Park, which it purchased from AUO for NT$7.4 billion (US$233.8 million) in August 2024, is now officially in operation, marking a key milestone in the transformation of its Tainan site. The move comes as Micron posts record revenue and profit, while a labor dispute at its Taiwan operations has raised strike concerns.

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Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers

Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the AI data center era has shifted firmly to power consumption. He noted that the acceleration of co-packaged optics (CPO) adoption is primarily driven by two critical bottlenecks: power and unit density.

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K-Safety Expo 2026 to open in Busan, spotlighting AI-driven safety technologies

K-Safety Expo 2026, one of South Korea’s leading exhibitions dedicated to the safety industry, will open September 2 at BEXCO in Busan, bringing together companies, government agencies, research institutions, and overseas buyers across disaster prevention, industrial safety, public security, fire and rescue, and transportation and maritime safety.

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