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TSMC sets foot in India: A new variable in Asia's semiconductor design landscape
Asia Semiconductor Capital & Industry Outlook

TSMC sets foot in India: A new variable in Asia's semiconductor design landscape

In July 2026, TSMC established its first AI chip design R&D center in Bangalore, India. This move not only fills a gap in India's high-end chip design but also reshapes Asia's semiconductor capital and industry landscape. This article analyzes TSMC's strategic intent in India, its impact on the local industry chain, and future challenges.

2026-07-28 10:43:33
Hanmi Semiconductor & ASML Develop HBM Bonding Equipment, Adding New Dynamics to Asian Supply Chain
Global Chip Policy & Supply Chain Perspective

Hanmi Semiconductor & ASML Develop HBM Bonding Equipment, Adding New Dynamics to Asian Supply Chain

South Korea's Hanmi Semiconductor teams up with ASML to develop HBM-specific thermal compression bonding equipment for the high-bandwidth memory market. This partnership strengthens South Korea's advanced packaging role and reflects new competitive and collaborative trends in Asia's semiconductor equipment supply chain.

2026-07-28 10:40:26
TSMC ADR leads Asian semiconductor sector, robust AI chip orders drive overnight recovery
Asia Semiconductor ADR Overnight Market Brief

TSMC ADR leads Asian semiconductor sector, robust AI chip orders drive overnight recovery

In overnight trading on July 27, 2026, Asian semiconductor ADRs generally rose, with TSMC ADR up 3.2% leading, UMC and ASE following. Sustained strong AI chip orders and new progress in the US CHIPS Act boosted market sentiment; semiconductor equipment stocks also strengthened. Analysts cite increased advanced process utilization and data center demand as key drivers.

2026-07-28 10:36:01
Japan Semiconductor Equipment Giants Q2 Earnings: AI Chip Demand Drives Record Orders
Asia Pacific Semiconductor Earnings In-depth Analysis

Japan Semiconductor Equipment Giants Q2 Earnings: AI Chip Demand Drives Record Orders

In Q2 2026, Tokyo Electron, Disco, and other Japan semiconductor equipment makers posted impressive earnings with record orders. Surging AI chip demand for advanced packaging and etching equipment drove the industry recovery. This article deeply analyzes the earnings data, industry chain landscape, and future trends.

2026-07-28 10:33:10
SMIC ADR Leads Asian Semiconductor Rally; Mature Node Capacity Rebound Boosts Market Confidence
Asia Semiconductor ADR Overnight Market Brief

SMIC ADR Leads Asian Semiconductor Rally; Mature Node Capacity Rebound Boosts Market Confidence

On July 27, 2026, SMIC ADR rose over 3% in the U.S. market, driving foundry stocks like UMC and Huahong higher. Analysts point to mature node capacity utilization recovering above 85% and accelerated domestic substitution as key drivers. This article reviews overnight market movements and interprets industry trends.

2026-07-27 22:03:32
TSMC Q2 Earnings Beat Estimates: 3nm Process Demand Surges Driving Record Results
Asia Pacific Semiconductor Earnings In-depth Analysis

TSMC Q2 Earnings Beat Estimates: 3nm Process Demand Surges Driving Record Results

TSMC Q2 2026 earnings exceeded expectations; 3nm process contribution surged amid AI chip and HPC demand. This article breaks down key financial data, analyzes advanced process competition, and provides H2 outlook.

2026-07-27 21:55:22
Asian semiconductor capital surge: IC design financing hits record high in H1 2026
Asia Semiconductor Capital & Industry Outlook

Asian semiconductor capital surge: IC design financing hits record high in H1 2026

In H1 2026, Asian semiconductor IC design financing exceeded $12B, a record high. AI chips, RISC-V, and automotive chips attracted capital. This article analyzes capital flows, key investors, and future trends, interpreting profound changes in Asia's semiconductor landscape.

2026-07-26 10:13:06
Domestic semiconductor material self-sufficiency exceeds 50%: China's chip supply chain moves toward self-reliance
Global Chip Policy & Supply Chain Perspective

Domestic semiconductor material self-sufficiency exceeds 50%: China's chip supply chain moves toward self-reliance

In July 2026, China's semiconductor material localization reached a milestone, with key materials like photoresist and large silicon wafers surpassing 50% self-sufficiency for the first time. This article analyzes the tech breakthroughs, policy support, and impact on the global chip supply chain.

2026-07-26 10:09:58

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  1. CONNECT:[ UseTime:0.006686s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.013405s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.007125s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.007943s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004209s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.008223s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setphi' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.002198s ]
  8. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.015408s ]
  9. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.004738s ]
  10. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.014285s ]
  11. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 48 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.009935s ]
  12. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.014830s ]
  13. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '48' AND `type` = 'home' AND `url` = 'https://www.setphi.asia/' AND `create_time` >= 1785249354 AND ( `visitor_id` = 'aa754a8c2358a2dbda36a6ba923767d3' OR `session_id` = '0f50c15b60d58ec692d6127fb0eecacf' ) LIMIT 1 [ RunTime:0.001718s ]
  14. INSERT INTO `g3ys_record` SET `subsite_id` = '48' , `uid` = '0' , `visitor_id` = 'aa754a8c2358a2dbda36a6ba923767d3' , `session_id` = '0f50c15b60d58ec692d6127fb0eecacf' , `type` = 'home' , `target_id` = '0' , `target_type` = 0 , `category_id` = '0' , `title` = 'Setphi Semi | Asia Semiconductor News, Chip Industry & Hard Tech Insights' , `url` = 'https://www.setphi.asia/' , `path` = '/' , `query_string` = '' , `referer` = 'https://setphi.asia/' , `referer_domain` = 'setphi.asia' , `source_type` = 'external' , `source_domain` = 'setphi.asia' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.217.46' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1785249414 , `update_time` = 1785249414 [ RunTime:0.007408s ]
  15. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004683s ]
  16. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000997s ]
  17. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.010756s ]
  18. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.011420s ]
  19. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '48' AND `category_id` = '1928' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001887s ]
  20. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.005023s ]
  21. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001399s ]
  22. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '48' AND `category_id` = '1931' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000827s ]
  23. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001116s ]
  24. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '48' AND `category_id` = '1934' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000818s ]
  25. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000911s ]
  26. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000964s ]
  27. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000963s ]
  28. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001044s ]
  29. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '48' AND `category_id` = '1935' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000893s ]
  30. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001311s ]
  31. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000896s ]
  32. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000865s ]
  33. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000958s ]
  34. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001690s ]
  35. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002698s ]
  36. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.011241s ]
  37. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001956s ]
  38. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001605s ]
  39. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002486s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001639s ]
  41. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002691s ]
  42. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002768s ]
  43. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002786s ]
  44. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.005058s ]
  45. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002192s ]
  46. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004396s ]
  47. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001860s ]
  48. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003831s ]
  49. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001387s ]
  50. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001638s ]
  51. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.006638s ]
  52. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002615s ]
  53. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001449s ]
  54. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001506s ]
  55. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000981s ]
  56. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.009312s ]
  57. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.006593s ]
  58. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.011530s ]
  59. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003570s ]
  60. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003858s ]
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