CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Friday 16 January 2026
US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion
The US and Taiwan reached a trade agreement on January 15, 2026 (US time), cutting reciprocal tariffs on most Taiwanese goods from 20% to 15% without stacking them onto existing most-favored-nation...
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...

Friday 16 January 2026
Taiwan secures preferential US tariff treatment for semiconductors
Taiwan's Executive Yuan announced early Thursday that it had secured preferential tariff treatment from the United States on semiconductors and related products, marking a significant...
Friday 16 January 2026
TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
Friday 16 January 2026
Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

The United States and Taiwan formalized a significant trade and investment agreement on January 15, 2026, establishing a new framework for bilateral...

Friday 16 January 2026
Commentary: 90-day negotiation is key in US chip tariffs
The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...
Friday 16 January 2026
Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...
Friday 16 January 2026
Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
Thursday 15 January 2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026
SK Hynix accelerates Yongin fab launch by three months
SK Hynix plans to bring forward the opening of a new semiconductor factory by three months and will also begin operating another new plant in February 2026, as surging memory demand...
Thursday 15 January 2026
NIAR chair urges ITRI to take charge of applying research
National Institutes of Applied Research (NIAR) chairman Cheng-wen Wu has called on the Electronic and Optoelectronic System Research Laboratories (EOSL) of the Industrial Technology...
Thursday 15 January 2026
Taiwan accelerates drive to build silicon photonics ecosystem

Taiwan's government is stepping up cross-ministerial support to build a domestic silicon photonics ecosystem, with a focus on strengthening...

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...
Thursday 15 January 2026
CES 2026 insights: Taiwan IC designers push beyond consumer markets
The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...