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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
    4h 7min ago
    Samsung aims to boost foundry utilization rate to over 60% in first half of 2026
    4h 8min ago
    Samsung's Taylor fab reportedly orders South-Korean-made EUV pellicle equipment
    4h 8min ago
    Taiwanese firms remain cautious amid AI bubble debate
    4h 9min ago
    Europe's fuel engine phase-out challening with strict carbon regulations and talent lost to China
    4h 9min ago
    BOE production issues with iPhone OLED give Samsung Display chance to take over
    4h 9min ago
    Tesla's BEV moat faces challenges from Europe's depth and China's speed
    4h 9min ago
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    4h 9min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Monday 19 January 2026
    Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
    After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...
    Monday 19 January 2026
    Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

    The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

    Monday 19 January 2026
    India roundup: Acer bets on growing PC penetration
    Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.
    Monday 19 January 2026
    Advantest ATE lead times remain tight as AI and memory markets expand
    As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with...
    Monday 19 January 2026
    OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence
    OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance...
    Monday 19 January 2026
    Taiwan PCB industry gearing up for record investment driven by AI cloud computing
    Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
    Monday 19 January 2026
    Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply
    Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount...
    Monday 19 January 2026
    Taiwan's DDI chipmakers fight for survival beyond displays

    Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

    Monday 19 January 2026
    Persistent shortages of advanced glass fiber cloud the AI chip outlook

    Demand for AI chips is expected to remain strong in 2026, keeping the spotlight firmly on persistent shortages of high-end glass fiber...

    Monday 19 January 2026
    Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors
    Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The...
    Sunday 18 January 2026
    SK Hynix reportedly completes 1a DRAM upgrade at Wuxi plant in China

    SK Hynix has reportedly finished converting its key DRAM production facility in Wuxi, China, to the fourth-generation 1a process. The...

    Sunday 18 January 2026
    South Korea signs IP pact again, China-linked tech leaks still dominate
    South Korea's Intellectual Property Office (KIPO) signed a new Memorandum of Understanding (MOU) on intellectual property cooperation with China's National Intellectual Property Administration...
    Sunday 18 January 2026
    Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets
    On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted...
    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...
    Saturday 17 January 2026
    TSMC speeds up US expansion while keeping FX strategy simple
    TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...
    6/338 pages
    biz
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook