
Industry News
16 Apr 2026
By Taiwan News
ASE to buy Innolux Tainan plant to boost semiconductor packaging capacity
TAIPEI (Taiwan News) — ASE will spend NT$14.85 billion (US$460 million) to acquire Innolux Corp.’s fab and related facilities at Southern Taiwan Science Park as part of efforts to expand its advanced semiconductor packaging capacity. The fab spans 56,000 ping (about 185,000 square meters). The facility will be used to meet packaging demand for generative AI and high-performance computing chips, per CNA.
1 Apr 2026
By Intel
Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture
SANTA CLARA, Calif. & NEW YORK--(BUSINESS WIRE)-- Intel Corporation (Nasdaq: INTC) and Apollo (NYSE: APO) today announced a definitive agreement for Intel to repurchase the 49% equity interest in the joint venture related to Intel’s Fab 34 in Ireland not held by Intel for $14.2 billion. The agreement reflects Intel’s continued business momentum underpinned by the growing and essential role CPUs play in the era of AI, a significantly strengthened balance sheet and the strong partnership between Intel and Apollo.
1 Apr 2026
By semi
SEMI Projects Double-Digit Growth in Global 300mm Fab Equipment Spending for 2026 and 2027
MILPITAS, Calif. – April 1, 2026 – Worldwide 300mm fab equipment spending is expected to increase 18% to $133 billion in 2026 and 14% to $151 billion in 2027, SEMI reported today in its latest 300mm Fab Outlook. This strong growth reflects surging AI chip demand for data centers and edge devices, as well as the growing commitment to semiconductor self-sufficiency across key regions through localized industrial ecosystems and supply chain restructuring.
31 Mar 2026
By Focus Taiwan
Taiwan government approves TSMC's 3nm upgrade for second Japan fab
Taipei, March 31 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) received government approval on Tuesday to deploy its advanced 3-nanometer (3nm) process at its second fab currently under construction in Japan, according to a news release.
The Ministry of Economic Affairs (MOEA) green-lit the plan for the facility in Kumamoto, which is scheduled to start installing equipment and come online in 2028 with a monthly production capacity of 15,000 12-inch wafers, the ministry said in the release.
26 Mar 2026
By Lumentum
Lumentum Announces New U.S. Manufacturing Facility to Produce Advanced Lasers for the World’s Largest AI Data Centers
SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. (“Lumentum”), a global leader in optical and photonic solutions for cloud and networking applications, today announced plans to establish a new U.S. manufacturing facility in Greensboro, North Carolina. The 240,000-square-foot facility will produce advanced indium phosphide (InP)-based optical devices that serve as critical components in the world’s largest AI data centers.
The Greensboro site was acquired from Qorvo, a semiconductor chipmaker, and was selected for its highly skilled workforce, robust infrastructure, and supportive federal and state economic development environment.
25 Mar 2026
By Tower Semiconductor Press
Tower Semiconductor and Nuvoton Technology Corporation Japan Announce Strategic Business Restructuring of TPSCo
Under the framework agreement, upon closing of the transaction, Tower will gain full ownership and operational control of TPSCo’s 12‑inch fab and foundry business, while TPSCo’s 8‑inch fab and foundry business will remain within TPSCo, which will become a wholly owned subsidiary of NTCJ, for consideration of $25 million payment by NTCJ to Tower on the closing date. The companies will work collaboratively to ensure continuity without interruption of customer engagements, ongoing operations and development programs, as well as employee stability, across both facilities. In addition, each party will provide production services to the other party that currently fabricates products at the other party’s facility, for its customers, among other services to enable the business of each separate facility.
24 Mar 2026
By Yonhap News
SK hynix to purchase 12 tln won worth of chip equipment from ASML
SEOUL, March 24 (Yonhap) -- SK hynix Inc. on Tuesday decided to purchase advanced production equipment worth 12 trillion won (US$7.9 billion) from the Netherlands-based ASML, in line with efforts to address growing demand for memory chips.
The South Korean chipmaker announced the decision through a regulatory filing, noting the equipment, extreme ultraviolet (EUV) scanners, will be delivered by December 2027 for its next-generation production processes.
23 Mar 2026
By CBS News
Elon Musk's US$20~25 billion “TeraFab” chip project
Elon Musk on Saturday announced what he calls the "Terafab," a semiconductor manufacturing plant to be located in Austin, Texas, that will produce chips for Tesla vehicles, SpaceX spaceships and Optimus humanoid robots. Currently, Musk's companies rely on other semiconductor manufacturers, including Samsung, to provide chips.
In a half-hour presentation on Saturday, Musk outlined his rationale for the Terafab factory, and it goes far beyond electric cars and robots. The new plant will manufacture the type of potent chips that Musk says are needed to transform humankind into "a galactic civilization," evoking the fictional worlds depicted by authors such as Isaac Asimov and Iain Banks.
20 Mar 2026
By BigGo Finance
OmniVision Invests 1 Billion Yuan in Rongxin Semiconductor, Chip Design Leader Strengthens Local Manufacturing Synergy
On the evening of March 20, leading image sensor chip designer OmniVision Group (603501.SS) announced plans to invest 1 billion yuan (~$145 million) in cash into Rongxin Semiconductor (Ningbo) Co., Ltd. The move aims to deepen strategic synergy with an upstream wafer foundry and strengthen supply chain security in response to the increasingly prominent trend of localization in the global semiconductor industry chain.
19 Mar 2026
By Taipei Times
Nvidia readies H200 chips for sale in China
Nvidia Corp chief executive officer Jensen Huang said the company is spinning up manufacturing of the H200 artificial intelligence (AI) accelerators for customers in China, a sign of progress in the chipmaker’s effort to re-enter the market.
At a news conference on Tuesday, Huang said Nvidia had been licensed for “many customers in China” for H200 sales and is in the process of “restarting our manufacturing.”
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