Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation

Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually rebounding. However, the main problem at present remains tight supply, he said during the company’s 2025 annual results and dividends briefing held on April 9.

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Eclat Forever Machinery secures large IC substrate orders with visibility to 2027

High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures will significantly increase starting in 2026. The company expects related production capacity to remain fully utilized through the end of the year, targeting double-digit revenue growth for the full year.

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AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung’s Design Solution Partners (DSPs) in 2019. After overcoming initial challenges, the company has returned to profitability and now aims to surpass KRW1 trillion (US$673.2 million) in revenue by 2029 or 2030 through its self-developed 2nm server platform, ADP620.

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E Ink’s trade-show shift spotlights rivalry and could accelerate ChLCD commercialization

E Ink Holdings will forgo Touch Taiwan in 2026 to showcase at COMPUTEX, ceding a higher-profile presence at the domestic show to cholesteric liquid crystal e-paper maker IRIS Optronics. This move may reshape buyer attention and partnership dynamics in the e-paper sector. The decision reflects E Ink’s focus on large-size electrophoretic products and international buyers.

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South Korea targets 2035 i-SMR commercialization, Doosan Enerbility eyes global contract manufacturing lead

South Korea has been actively advancing the development of small modular reactor (SMR) technology in recent years. The government, together with Korea Hydro & Nuclear Power (KHNP), is moving forward with next-generation i-SMR standard design certification and site selection for the first plant. Private-sector player Doosan Enerbility is taking the lead in positioning itself in the global SMR contract manufacturing market, backed by its largest-ever order volume.

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MAtek sees record March revenue as AI and silicon photonics boost testing demand

MAtek’s March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip and silicon photonics development could strain testing capacity worldwide and influence timelines for advanced node adoption, optical communications deployment, and related investment.

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Realtek posts 39% revenue surge as new SerDes demand drives growth

Realtek’s stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and diversified demand that could affect component sourcing, pricing, and competition in networking, automotive, and AI chip markets worldwide over the coming quarters, as well as investor sentiment.

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