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Wednesday 7 January 2026
Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...
Wednesday 7 January 2026
Quanta sees a decade-long AI server cycle, warns growth isn't instant
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
Wednesday 7 January 2026
Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages
As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber...
Tuesday 6 January 2026
CES 2026: SK Hynix showcases next-gen AI memory solutions
SK Hynix Inc. said it will showcase its next-generation AI memory solutions at CES 2026, where it plans to operate a customer exhibition booth at the Venetian Expo in Las Vegas from...
Tuesday 6 January 2026
CES 2026: ProLogium unveils new solid-state lithium ceramic battery platform
ProLogium Technology, a developer of lithium ceramic solid-state batteries, marked its 20th anniversary at CES 2026 by unveiling its proprietary "Superfluidized All-Inorganic Solid-State...
Tuesday 6 January 2026
Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...
Tuesday 6 January 2026
Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last...

Tuesday 6 January 2026
China accelerates semiconductor self-sufficiency through foundry M&A: updates on Hua Hong, SMIC
China's semiconductor sector is entering a new phase of domestic consolidation, as leading foundries Hua Hong Semiconductor and SMIC move to tighten control over key manufacturing...
Tuesday 6 January 2026
HKC reportedly eyes OLED debut as industry pivots to bigger panels
HKC, a major Chinese display manufacturer, is weighing a potential entry into organic light-emitting diode production through a proposed sixth-generation facility. The move would...
Tuesday 6 January 2026
Chang Wah interview: strong lead frame growth despite precious metals shortage
Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's...
Monday 5 January 2026
Inpaq CEO Pei-Jen Chen launches resource realignment plan
Inpaq Technology, a passive components maker under the Walsin Technology Group, has launched an internal resource realignment plan. Newly appointed CEO and president Pei-Jen Chen...
Monday 5 January 2026
Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity

China's domestic foundry expansion gained momentum this week as Nexchip Semiconductor broke ground on its Phase IV project in Hefei, committing...

Monday 5 January 2026
NAFCO posts record December revenue and is optimistic for 2026
The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year...