Supply-Demand Shift: A New Round of Mature-Node Foundry Price Hikes
According to reports, capacity utilization rates at UMC, PSMC, VIS and other wafer foundries continue to rise, with products in short supply. UMC has signaled "noticeable price hikes," stating that if supply-demand trends continue, next year's foundry price adjustments will be more pro...
Quantum Wafer Foundry: Anderon Secures $1 Billion Investment
On September 17, Anderon LLC, IBM's quantum foundry subsidiary, finalized a $1 billion funding agreement under the CHIPS and Science Act with the U.S. Department of Commerce. Combined with IBM's simultaneous additional $1 billion matching investment and associated IP, equipment, and talent s...
IC Component Price Increases: onsemi and Allegro Adjust Prices in Tandem
Recently, onsemi issued a price adjustment notice, announcing that it will implement price adjustments across a broad range of product series, effective October 10, 2026. This is the company's second price increase this year, following a previous adjustment on April 1. In the notice, onsemi stat...
Semiconductor New Products: Voltage Suppression, Position/Current Sensing, Motor Drive
In September 2026, several semiconductor manufacturers released a wave of new products for automotive and industrial applications, covering four key areas: circuit protection, position sensing, current sensing, and motor drive. Vishay XFD11KxxCA Bidirectional TVSVishay introduced the XFD11KxxCA...
Winbond Electronics Acquires Infineon's NOR Flash Business, Reviving Spansion
On September 16, Winbond Electronics announced that it has signed a definitive agreement with Infineon Technologies to acquire 100% equity interest in Infineon's NOR Flash and F-RAM businesses on an all-cash basis. The base transaction price is US$1.12 billion, and the closing is expected in the...
Hanmi Semiconductor Enters TerraFab Supply Chain
Hanmi Semiconductor, a South Korean semiconductor equipment manufacturer, recently announced that it has signed an equipment purchase order with TerraFab, the AI semiconductor manufacturing project led by Elon Musk, and will supply advanced packaging equipment for AI system-on-chip production. The t...
TDK to Spend 40 Billion Yen to Expand Thin-Film Inductor Capacity
As demand for AI computing power surges, TDK, the global leader in passive components, is accelerating its capacity layout. TDK executives recently revealed plans to invest approximately 40 billion yen (about US$260 million) over the next three years to expand thin-film inductor production lines at ...
