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Sunday 18 January 2026
SK Hynix accelerates advanced packaging from Korea to Indiana
SK Hynix plans to invest KRW19 trillion, about US$12.9 billion, to build an advanced semiconductor packaging plant in Cheongju, South Korea, as it moves to secure capacity for AI-driven memory demand. The investment would add to existing packaging operations in Icheon and a planned facility in Indiana, creating a network spanning South Korea and the US
Saturday 17 January 2026
Amkor to close longstanding Japan chip plant as EV demand slows

Amkor Technology, the US-based semiconductor packaging and testing company, said it will close its Hakodate plant in northern Japan by December 2027, citing weak demand stemming from a slowdown in the global electric vehicle (EV) market. The factory, located in the town of Nanae in Hokkaido, specializes in packaging chips used in automobiles

Saturday 17 January 2026
Canon eyes 2027 inkjet wafer planarization launch

Canon said on January 13 that it has developed a new wafer planarization technology designed to uniformly smooth surface irregularities during semiconductor manufacturing. The process applies resin materials using inkjet printing and then presses a glass plate onto the surface, using a stamping-like method to achieve planarization

Saturday 17 January 2026
Yageo secures full voting control of Shibaura Electronics after Tokyo delisting

Taiwan-based passive component maker Yageo said Japan's Shibaura Electronics was officially delisted from the Tokyo Stock Exchange on January 13. Following the completion of the share consolidation, Yageo now holds 100% of the voting rights in Shibaura Electronics as of January 15

Friday 16 January 2026
Biwin Storage profit jumps 427% as memory cycle turns
China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices recover and AI-driven demand reshapes the sector's supply dynamics
Friday 16 January 2026
Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry
Qualcomm is in talks with Samsung Electronics over contract manufacturing of 2nm chips, a move that could reportedly support Samsung's loss-making foundry business as customers reassess reliance on TSMC, according to Reuters and Korean media reports
Friday 16 January 2026
Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P node, underscoring a trade-off between performance, cost, and supply availability. The choice also suggests the chip may not power Xiaomi's most premium flagship smartphones

Friday 16 January 2026
Challenges mount for China's solar industry as tax rebates end
China is phasing out export tax rebates for the solar industry, marking an end to a crucial lifeline that has propped up the industry for more than a decade
Friday 16 January 2026
China's solar braces for 2Q26 shakeout as export tax rebate ends
China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market shakeout in the second quarter of 2026
Friday 16 January 2026
China expedites photoresist localization to reduce Japan reliance
With China and Japan launching successive anti-dumping probes and export controls on rare earths and key semiconductor materials, the risk of China's advanced-process supply chain being "choked" by critical material shortages is rising
Friday 16 January 2026
Tesla CEO reveals China's AI edge as xAI sparks US data center power race
According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that the country will far surpass others globally in supporting AI operations
Friday 16 January 2026
Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein estimates that Huawei's share of China's AI chip market rose from about one-third of Nvidia's level in 2024 to reach parity with Nvidia in 2025. The shift marks a new phase in which domestic suppliers are taking the lead
Friday 16 January 2026
South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

South Korean industry and government officials are monitoring a new trade agreement between the US and Taiwan that links semiconductor investment to import duty exemptions, with officials in Seoul saying that any future US-South Korea talks should not leave Korea worse off than Taiwan. Officials view the terms as a potential benchmark for future US-South Korea trade negotiations

Friday 16 January 2026
US drops China drone proposal; Taiwan suppliers press ahead
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an expected meeting between US President Donald Trump and Chinese President Xi Jinping
Thursday 15 January 2026
China takes cautious stance on US H200 chip export, prioritizes local chipmakers
The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with AI technology standards. Additionally, the number of AI chips sold to Chinese customers cannot exceed 50% of those sold to US customers. Chinese buyers must also prove they have implemented sufficient security measures and that the chips will not be used for military purposes