25
Jun
25
Jun
IntelliEPI targets record 2026 revenue amid InP substrate shortages
Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to keep rising in 2026 and set another record. The company’s biggest challenge remains a shortage of InP substrates, prompting it to rely mainly on Japanese suppliers while helping German manufacturers accelerate mass production of InP substrates.
25
Jun
Taiwan electronics production jumps 93% in first five months of 2026 on AI boom
Taiwan’s Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan’s computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.
25
Jun
Eizo EV3851X and Eizo EV3451X FlexScan monitors expand Eizo’s ultra-wide lineup
25
Jun
China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
25
Jun
Agility Robotics targets Nasdaq debut as Abico eyes robot mass production
US humanoid robot startup Agility Robotics announced on June 24 ET that it will go public on Nasdaq via a SPAC, aiming for a listing as early as September 2026. If completed, it will become the first publicly traded humanoid robot company in the US. Agility Robotics is currently valued at about US$11 billion.
25
Jun
EU clears EUR76M in German aid for Munich quantum chip-testing plant
The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds’ plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels’ push to reduce Europe’s reliance on foreign chip technology and strengthen its industrial autonomy.
25
Jun
Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
25
Jun
Century Wind Power to acquire Century Huaxin and rebrand as Century Energy Equipment
Century Wind Power announced on June 25 that its board approved a share-swap acquisition of 100% of Century Huaxin Wind Energy Co. and a proposed corporate name change to Century Energy Equipment Co., Ltd. The deal will see Century Wind Power issue new shares at an exchange ratio of 0.22 ordinary shares for each Century Huaxin ordinary share, with an expected issuance of 44,000 thousand new shares representing about 18.64% of post-issuance share capital.
25
Jun
Samsung chairman reviews HBM4 supply as revenue tops US$1 billion
Samsung Electronics chairman Lee Jae-yong visited the company’s Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company’s latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.