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    Thursday 22 January 2026
    Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

    PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite ongoing inventory adjustments among automotive customers. Strong demand from server and memory module applications is driving a steady increase in utilization rates, allowing first-quarter operations to defy traditional seasonality and remain in line with the previous quarter's revenue level

    Thursday 22 January 2026
    Raana Semiconductors raises US$3 million seed round to develop indigenous silicon ingot growth systems
    Raana Semiconductors Pvt. Ltd. (RSPL), an India-based company specializing in crystal growth systems and single-crystal materials, has raised US$3 million in a seed funding round, marking its first institutional capital raise. The pure equity round was led by Equirus Innovatex Fund and Artha Venture Fund, with participation from IvyCap Ventures, PointOne Capital, CIIE Initiatives (IIMA Ventures), and angel investor Garimella Laxminarayana. Valuation details were not disclosed, according to Inc42, Saure Energy, and BW Disrupt
    Thursday 22 January 2026
    India-based Paras Defence enters semiconductor packaging with new subsidiary
    Paras Defence and Space Technologies Ltd. announced the launch of a new subsidiary, Paras Semiconductor Pvt. Ltd., marking the company's expansion into the semiconductor packaging and assembly sector. The move aims to address gaps in India's domestic capability for advanced semiconductor packaging, particularly for defence and strategic electronics applications
    Wednesday 21 January 2026
    TSMC capacity crunch signals opportunity for Samsung's advanced nodes

    The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked through 2027. Deutsche Bank analysts suggest that the crunch may provide a strategic opening for Samsung Electronics to capture orders from major technology firms

    Wednesday 21 January 2026
    Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
    Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis technologies can become a new pillar of growth as US sanctions continue to constrain its core telecommunications business
    Wednesday 21 January 2026
    Twin rocket failures expose risks in China's space race
    China's space launch program suffered a rare setback this week, as two rockets failed in separate launch attempts within hours of each other—an unusual break in a record of growing reliability for the country's rapidly expanding space sector
    Wednesday 21 January 2026
    China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
    Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have also delivered strong performances. However, inflation, high smartphone penetration, and extended replacement cycles contributed to a slight decline in overall smartphone shipments in China in 2025
    Wednesday 21 January 2026
    US tariff easing slows supply chain shift to Southeast Asia
    The US has finalized reciprocal tariffs with several countries, but supply chain sources say customer attitudes toward relocation vary. While server supply chains moving to North America continue to gain momentum, the pace of consumer electronics production shifts—such as notebooks relocating to Southeast Asia—has clearly slowed. The main reason is that increased costs from relocation are now close to the tariffs paid when producing in China, reducing the incentives to move
    Wednesday 21 January 2026
    China's premier highlights AI large models in strategic development talks
    On January 19, 2026. China's Premier Li Qiang hosted a forum including MiniMax founder Yan Junjie, marking increased recognition of AI large model enterprises in national policy. This reflects AI's evolving role from a tech topic to a core factor in China's economic and competitive strategy during the 15th Five-Year Plan
    Wednesday 21 January 2026
    Column: Japan bets on deep-sea rare earth mining to break China's supply grip
    On January 12, 2026, Japan's scientific drilling vessel Chikyu slowly departed port, heading toward the waters near Minamitorishima Island, about 1,900km southeast of Honshu. This mission is not merely a scientific expedition but a critical test tied to Japan's national economic security and the restructuring of global critical mineral supply chains
    Wednesday 21 January 2026
    Vietnam begins construction of first domestic semiconductor plant
    Vietnam has officially begun construction of its first homegrown semiconductor chip manufacturing facility, marking a significant step in the country's plans to develop a domestic semiconductor ecosystem
    Wednesday 21 January 2026
    Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
    Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership with local firm Saha Pathana Inter-Holding (SPI). The project involves approximately THB65 billion (US$2.1 billion) to establish advanced PCB production capacity, aiming to position Thailand as a key PCB manufacturing center in Southeast Asia
    Wednesday 21 January 2026
    China tightens rare earth export controls to Japan, further fueling geopolitical tensions
    Chinese authorities have increased scrutiny on rare earth exports bound for Japan, as export volumes declined in December 2025 compared to the previous month. The move reflects Beijing's intent to exert greater control over essential materials amid escalating tensions with Tokyo
    Wednesday 21 January 2026
    China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
    US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported that Chinese companies have begun investing heavily in equipment localization. For example, ChangXin Memory Technologies (CXMT) is moving towards mass production of more advanced HBM in 2026, and other related equipment vendors are making all-out efforts to build an HBM equipment ecosystem
    Wednesday 21 January 2026
    China's AI industry reshapes as GPUs rise to be core strategic asset
    As geopolitical tensions escalate, China's AI industry development is shifting from the application layer to underlying computing power and core chip technologies, with GPU- and AI chip-related companies becoming key focal points for both capital and policy resources. The Hurun Research Institute recently released the Hurun Global Unicorns Index 2025
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook