LG Display Invests 3 Trillion Won in OLED Technology
On July 30th, LG Display was selected for the second round of major projects by the National Growth Fund of South Korea - the "Ensuring OLED Gap" program, and received 1.5 trillion won in long-term low-interest financing support. At the same time, LG Display simultaneously invested 1.5 tri...
Nvidia Locks InP Capacity For $4 Billion
Lumentum's CEO, Michael Hurlston, recently publicly warned that although the company operates five indium phosphide (InP) wafer factories, the output of EML lasers over the past three years has increased eightfold, yet the company's laser shipments are still 30% lower than customer demand. &...
Holtek Increase Product Prices 10% - 20%
Taiwan MCU manufacturer Holtek formally announced recently, adjust the price for all series product, the overall increase of about 10% to 20%. The pricing for the overall, systematic, cover all product lines and customer category, is no longer limited to the local adjustment of the previous low marg...
UMC Bets $4.6B on Silicon Photonics, Dual-Track Expansion Plan
On July 29, 2026, the semiconductor foundry giant UMC announced that its board of directors had approved a phased expansion plan worth a total of 146.86 billion New Taiwan dollars (approximately $4.6 billion). UMC's chairman, Mr. Hung, pointed out that the rise of generative AI has fundamentally...
MLCC Price Increase: Samsung Electro-Mechanics and Taiyo Follow in Raising Prices
The global stacked ceramic capacitor (MLCC) market is experiencing a new round of price increase wave. South Korean Samsung Electro-Mechanics and Japanese Taiyo Yuden have successively announced price hikes for MLCC products.Leaders in Japan and South Korea successively raise pricesSamsung Electro-M...
Microchip Acquires Israeli Edge AI Chip Company Hailo
In July 2026, U.S. semiconductor giant Microchip Technology announced that it had signed a definitive agreement to acquire Israeli edge‑AI chip company Hailo. The transaction is expected to close by the end of the current fiscal quarter ending September 30, 2026, subject to customary closing conditi...
Qualcomm Chip Prices, Up Double-Digit Percentage
On July 24, 2026, Qualcomm, the world's leading smartphone chip supplier, formally notified customers that chip prices will increase by double-digit percentages effective September 1. In its notification, Qualcomm stated that it can no longer absorb continuously rising supplier costs, noting tha...
