South Korea secures US$2B from Air Products, Axcelis, Corning, Pacifico Energy to bolster supply chains

Four major US technology companies have committed a combined US$2 billion to investments across South Korea’s semiconductor materials, equipment, and clean energy sectors. The move is expected to reinforce critical supply chain resilience between the US and South Korea while providing momentum for the South Korean government’s three strategic “Mega Projects.”

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Exclusive: Infineon Dresden fab to hit full capacity in 2-3 years, COO says

Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at SEMICON Taiwan 2026 that the company’s new Dresden fab is ramping at twice the pace of prior expansions, boosted by AI tools and a single virtual fab strategy. He said the facility could reach full capacity in two to three years as demand from the market and from AI takes off.

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Yaho rides TSMC, Micron expansion wave to tap facility integration, equipment installation market

Artificial intelligence (AI) and high-performance computing (HPC) are driving the global semiconductor industry into a new expansion cycle, with fabs extending from Taiwan to the US, Japan, Singapore, and Europe. Demand is rising for facility engineering services, including hookup and equipment installation, and semiconductor engineering services provider Yaho System Technology (Yaho) is moving fast to capture this market.

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Kian Shen lifts Taiwan mix as China exports gain traction

In a two-part strategy to drive growth, auto components maker Kian Shen Industrial, a division of Yulon Motor Group, is ramping up its Taiwan business while shifting its China-based investments toward export markets. According to company president Chiung-chih Tseng, China accounted for a substantial share of Yulon’s profits in the past, but heated competition in the Chinese market is pushing the parent group to rely more on its core businesses in Taiwan, while its China-based investments turn toward exports.

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