#TSMC #半导体 #SemiAcademy Semiconductor, EV, SmartCity news from Asia. RTs (EN/中文) by @smartecocity ≠ endorsement for #TheMostDangerousPlaceOnEarth
Taipei
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📈Great #TSMC history by @initiumnews. $TSMC $TSM #MorrisChang empire due to high demand for #semiconductors #IoT #nvidia #MediaTek #AMD #Qualcomm #Apple chips.
@ITRI_Taiwan @AngelicaOung @DIGITIMESAsia @TPE_SmartCity @TaipeiCity @go_cities @smartecocity
theinitium.com/project/20210…
Initium’s interactive explainer on Taiwan’s tech giant—Taiwan Semiconductor Manufacturing Company—is now available in English!You can get to understand why those microchips are being dubbed as the ‘new oil of our time’.bit.ly/3loTHG7
🏙Oct 14-16 2026, WESEMIBAY in Shenzhen brings the semiconductor industry of Shenzhen and the Greater Bay Area together.
🤝Meet us and expand in Semi: smartecocity.com/semi/
#Semiconductor #Semi101 #SemiAcademy #Semicon #Quantum #QuantumCity #SmartCity #SmartEcoCity
#WESEMiBAY
🏙️#ITFTaiwan #SemiconTaiwan 2026, #imec set challenges for scalable #AI. #TSMC #Micron showed heterogeneous integration and memory needs. Lam’s #VeloCity speed plus direction powered by #Semiverse and Applied’s #ChipCity multilayer highways for #Citiverse.
#Semi101 #SmartEcoCity
Semi 101 retweeted
SEMICON Taiwan 2026: AI Is Lifting the Entire Semiconductor Supply Chain
#SEMICON Taiwan 2026 offered a clear message: the AI investment cycle is no longer benefiting only GPU, foundry, and memory suppliers. It is spreading across almost every layer of the semiconductor ecosystem—from silicon photonics and advanced packaging to test, wet processing, CMP consumables, fab infrastructure, specialty gas systems, wafer grinding, and thermal management. This shift through a series of forum observations and company visits, showing how AI is shortening technology cycles while simultaneously expanding the addressable market for equipment and materials suppliers.
tspasemiconductor.substack.c…
Semi 101 retweeted
Global Semiconductor Equipment Billings Increased 23% Year-Over-Year in Q2 2026 📈
The Q2 Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report released today shows global semiconductor equipment billings reached $40.53 billion in Q2 of this year, with 11% quarter-over-quarter growth. The results mark a second consecutive record quarter for the industry.
Learn more: semi.org/en/semi-press-relea…
#SEMI #MarketIntelligence #Semiconductors #AdvancedPackaging #AI #DRAM #Equipment
Semi 101 retweeted
How to Charge coolwallet pro
1.Connect the USB charging cable to the charging
dock, then plug it into a power outlet.
2.Insert the card into the charging dock with the card
facing downward.
3.Ensure the charging chip on the card aligns with the
"arrow" (▽) side of the charging dock
Semi 101 retweeted
#SEMICON Taiwan is next week. 🇹🇼
Stopped by the HSR station tonight and noticed the SEMICON booth is already up and running.
I asked the staff, “What time are you working until?”
He said, “Midnight — until the last HSR train is gone.” 😳
The show hasn’t even started yet, but the dedication already has.
Huge respect to the people working behind the scenes to make SEMICON Taiwan happen. 🫡
See you all next week! 🔥
Semi 101 retweeted
#InnoVEXInsights
“What used to take months now takes minutes.”
Omni Ventures’ Simon Lancaster on how AI is changing the speed, cost, and flexibility of manufacturing automation.
🎥 Full #InnoVEX2026 keynote: youtu.be/OQqtNgFLq_w?si=NAJy…
#Robotics #Manufacturing #AI
Semi 101 retweeted
NAND Manufacturing is moving from Tungsten to Molybdenum (Mo): 3D NAND stopped shrinking sideways a decade ago, it scales by stacking layers. But above ~300 layers, the tungsten word lines wiring every memory cell hit a wall: resistance is too high, fluorine-based chemistry causes leakage, and gap-fill fails in ultra-deep holes.
The fix is molybdenum. Lower resistance (faster read/write), fluorine-free, and it fills high-aspect-ratio features better. Mo isn't an optimization, it's mandatory for 300+ layer NAND. (1/4)🧵
Semi 101 retweeted
Foundry industry was nearly $220B annual run-rate in 2Q26 and $245B+ in 3Q26. Foundry utilization inflected to 90% from 85% as non-China mature fabs also caught up. TSMC took 90% of the $30.1B gross profit pool at 73.8% revenue share, but ex-TSMC growth doubling to +14% in 2026 from +3% in 2025 on the pricing turn.
The foundry industry hit a record $54.5B in 2Q26 (+28% y/y, 10th straight growth quarter) with almost none of it coming from new capacity. Supply rose just 6% y/y, so pricing and mix did the work, N2 and advanced packaging at the leading edge, and the first broad mature-node price increases since the COVID cycle at the trailing edge. Demand keeps tilting toward AI. HPC hit a record 66% of TSMC revenue while smartphone dropped to 22%. Utilization jumped to 90% from 85% as the recovery finally reached non-China mature fabs. TSMC still took 90% of the $30.1B gross profit pool at 73.8% revenue share, but the story underneath is ex-TSMC growth doubling to +14% in 2026 from +3% in 2025 on the pricing turn. 3Q26E accelerates to $61.4B (+34% y/y), the fastest of this cycle. (1/6)🧵
Semi 101 retweeted
Sense solutions and scale intelligence with our VC Panel at MSTC. ✨ Hear from our panelists as they evaluate our lineup of startup pitches while discovering worthwhile insights on the MEMS and sensors ecosystem. Join us from September 16-17 at SEMI HQ. ➡️ semiamericas.org/mstc2026
Semi 101 retweeted
⚡5th Edition of #SEMICONIndia is set to host Country Roundtables with #USA, #SINGAPORE, #EU, #JAPAN, #SOUTHKOREA, and #MALAYSIA, marking a significant opportunity for India to deepen global partnerships, strengthen industry collaboration, and advance its #semiconductor ecosystem.
🚀Join us to witness the remarkable progress and growing momentum of India's semiconductor ecosystem.
🗓️17–19 September 2026
📍 Yashobhoomi (IICC), New Delhi
🔗 Register: portal.semiconindia.org/regi…
The Next Wave of #Semiconductor Innovation with @imec_int and @PlugandPlayTC in #Taipei
📅 Date: Tuesday, September 1, 2026
⏰ Time: 2:00 PM – 5:30 PM GMT+8
📍 Register Here: luma.com/3ldcefrq
群璽國際商務中心 忠孝旗艦館
#SemiTaipei #Imec #SemiconTaiwan #SmartEcoCity
🤖What makes #Semiconductor Manufacturing truly unique?
🗓️ 8 – 29 August 2026
🔗 Enroll smartecocity.com/semi
@Wenyee_Lee @ChengTingFang @lithos_graphein @F_Boesenberg @samsonellis @mtdtl @SKundojjala @1p_semicon @semivision_tw
#SemiTaipei #Semi101 #TSMC #SmartEcoCity
🤖🏭MOCVD in the context of epitaxial growth, what does 'MO' stand for?
📷Answer correctly to win a #Semi101 code
@Applied4Tech @smartecocity #Semiconductor #SemiAcademy #SemiTaipei #Semi101 #Semicon2026 #SemiconTaiwan #AI #AIforGood #SmartCities #SmartEcoCities #SmartEcoCity
🎓 This week, #SemiTaipei welcomed Dr. Ajay Kumar, VC & PE Advisor, Applied Physics Engineer, Vice President and General Manager at @Applied4Tech Materials for 25 years, for an Etch & Plasma session.
@smartecocity @semivision_tw #Semi101 #Semicon2026 #Semicon #SmartEcoCity
Semi 101 retweeted
Congratulations to @velaura_ai on their $110M Series A at a $1B+ valuation!
Power is one of AI infra's biggest constraints. Velaura's low-power silicon addresses it from data centers to Physical AI.
Proud to back this incredible team! velaura.ai/velaura-ai-raises…
Semi 101 retweeted
Semiconductor test and metrology have become the key factor in AI chip yield, cost, performance and mass production speed, moving this formerly behind-the-scenes work to the fore, media report, citing SEMI Taiwan President Terry Tsao. Instead of just catching defects, modern test and metrology equipment now feeds real-time insights back to the design, fabrication and packaging stages for faster troubleshooting. System-Level Testing (SLT), burn-in testing, and reliability verification have all moved up in importance. #Advantest $TER $AMAT $KLAC $ONTO $NVMI ctee.com.tw/news/20260813700…
Semi 101 retweeted
This year’s Swiss-Taiwan Networking Luncheon during SEMICON Taiwan focuses on metrology and inspection for that same reason - with a great specialist panel lineup, sign up here:
luma.com/3l2h2i0x
Semiconductor test and metrology have become the key factor in AI chip yield, cost, performance and mass production speed, moving this formerly behind-the-scenes work to the fore, media report, citing SEMI Taiwan President Terry Tsao. Instead of just catching defects, modern test and metrology equipment now feeds real-time insights back to the design, fabrication and packaging stages for faster troubleshooting. System-Level Testing (SLT), burn-in testing, and reliability verification have all moved up in importance. #Advantest $TER $AMAT $KLAC $ONTO $NVMI ctee.com.tw/news/20260813700…
Semi 101 retweeted
Join us for an upcoming webinar featuring leaders from McKinsey & Company, the SEMI Foundation, and the National Science Foundation (NSF) as we discuss the findings of a new National Landscape Analysis! nnme.org/event/closing-the-t…
Semi 101 retweeted
🎓Congratulations to the newest graduates of Foothill College's Semiconductor Process Technician Registered Apprenticeship Program!
A special shout out to Nokia, WD, and Applied Materials for building the next generation of talent!
Semi 101 retweeted
Tune in this Saturday! The SEMI Foundation will be featured on CNBC's Now We Know! on August 8 at 11 a.m. ET, highlighting how we're helping build the workforce powering the future of microelectronics. Watch the preview below and don't miss the full segment! @CNBC #Semiconductors