InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies. At the heart of these optical engines, indium phosphide (InP) manufacturing is shifting toward larger 4-inch and 6-inch wafer production. While existing suppliers have yet to fully meet growing demand, Taiwanese companies may find an opportunity to break into the market by addressing the widening supply gap.

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Groups urge EU interim measures against Broadcom amid VMware antitrust case

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by the chip designer on the virtualization platform VMware.

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AI, ICT projects, and 5G upgrades power Taiwan telecom trio’s strong June results

Taiwan’s three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service ecosystems. Chunghwa Telecom posted record June revenue and EBITDA, Taiwan Mobile led the industry in monthly earnings per share (EPS) for a second consecutive month, and Far EasTone Telecommunications achieved its strongest June on record across revenue, EBITDA, net profit, and EPS.

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Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

South Korean President Lee Jae-myung unveiled the country’s Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea’s global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation’s DRAM output within five years while expanding capabilities in high-bandwidth memory (HBM), advanced packaging, AI processors, and next-generation memory technologies. It also seeks to extend South Korea’s semiconductor footprint beyond the Seoul metropolitan region.

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Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains

Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook matters for global semiconductor markets because it points to resilient demand across automotive, industrial, and energy applications despite rising costs and competition.

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