Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED

China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in Hefei. The first lithography system has been moved into the main cleanroom, marking a transition from construction to equipment installation and process integration, and laying the groundwork for initial panel output and mass production.

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With chip limits near, focus shifts to packaging and integration

As the rise of artificial intelligence (AI) pushes semiconductor performance toward new limits, the industry is confronting a fundamental constraint: the slowing of Moore’s Law. Increasingly, engineers are turning their attention not just to chip design, but to system integration and advanced packaging, areas now seen as critical to sustaining performance gains.

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Taiwan and Japan solidify lead in transmission component market for humanoid robots

The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that mimic human anatomy — now becoming key components in this evolution. Amid the ongoing reshuffling in the transmission component supply chain, the consensus among industry players is that Taiwanese and Japanese manufacturers are unlikely to yield their longtime dominant position in the field.

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TSMC hints at next-gen LPU bid, stokes speculation that Samsung’s Groq order may not last

TSMC Chairman C.C. Wei disclosed at the company’s first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark that stopped short of naming Nvidia— but that supply chain observers widely read as signaling TSMC’s intent to compete for the inference chip business currently manufactured by Samsung.

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