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 DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan  - US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming to accelerate the expansion of advanced semiconductor material R&D and manufacturing capacity. The new facility is expected...

 EV magnet market set to reach $9.5 billion by 2030  - The global electric-vehicle (EV) magnet market is on a strong growth trajectory as electrification accelerates across the…

 半導體風雲/台積電帶動供應鏈赴美 投資上看1兆美元?  - 台灣跟美國在今 初兩個 內,簽署了兩份文件:分別是1 15 和美國商務部的《投資合作備忘錄(MOU)》、及2 12 跟美國貿易代表署的台美《對等貿易協定》(ART)。其中,前者「我方同意以兩類性質不同的資本承諾投資美國」,可以視為由台積電領銜帶領供應鏈赴美投資最終金額,究竟可能最多會是多少?...

 Elektor Releases March/April 2026 Issue Focused on Embedded Systems and AI  - The March/April 2026 edition of Elektor Magazine is now available, focusing on the latest developments in embedded systems…

 Beijing warns of more chip supply worries after Nexperia China claims it was cut off from SAP  - PLUS: Indonesia joins kids social media ban; China frets about AI job impacts; India’s PC market fails to launch, again; And more

 Unpacking the deceptively simple science of tokenomics  - feature Inference at scale is much more complex than more GPUs, more tokens, more profits

 Rapidus gets its first customer  - Rapidus, Japan’s government-backed leading-edge chip startup , has got its first customer – Canon. Canon is going to order 2nm test chips designed by Synopsys to be fabbed at Rapidus’ Chitose site. Last month the company announced that it had raised $1.7 billion from 32 private-sector companies...

 TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness  - TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

 ​BluGlass enters A$1.25M development program with Tier 1 defence prime; receives first A$560k order  - Highlights Customer is a tier-1 defence prime supplying advanced systems and services across commercial, military and business aviation sectors Order…

 Broadcom CEO sees copper interconnects viable through 2028  - Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on...

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