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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
    8h 22min ago
    Samsung aims to boost foundry utilization rate to over 60% in first half of 2026
    8h 23min ago
    Samsung's Taylor fab reportedly orders South-Korean-made EUV pellicle equipment
    8h 23min ago
    Taiwanese firms remain cautious amid AI bubble debate
    8h 24min ago
    Europe's fuel engine phase-out challening with strict carbon regulations and talent lost to China
    8h 24min ago
    BOE production issues with iPhone OLED give Samsung Display chance to take over
    8h 24min ago
    Tesla's BEV moat faces challenges from Europe's depth and China's speed
    8h 24min ago
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    8h 24min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 15 January 2026
    Rising memory prices lift Taiwan supply chain earnings

    The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings...

    Thursday 15 January 2026
    Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

    As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

    Thursday 15 January 2026
    Japan fortifies rare-earth supply chain against China risk
    China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners...
    Thursday 15 January 2026
    Taiwan's Holtek sees surge in MCU sales, launches compact energy and fire-safety units
    After navigating a turbulent year of US-China tariffs, Taiwanese microcontroller (MCU) maker Holtek Corp. closed 2025 with a full-year revenue of NT$3.058 billion (US$96 million),...
    Thursday 15 January 2026
    China's WUS to build US$300m optical-electrical PCB hub for AI systems
    WUS Printed Circuit (Kunshan) Co. plans to invest up to US$300 million in a high-density optical-electrical printed circuit board (PCB) project aimed at supporting next-generation...
    Thursday 15 January 2026
    GlobalWafers' Topsil advances ultra-pure float zone silicon for quantum tech
    GlobalWafers stated it is continuing to expand the application landscape of its advanced materials technologies, with its Danish subsidiary Topsil GlobalWafers ramping up investment...
    Thursday 15 January 2026
    GlobalFoundries moves into processor IP with ARC acquisition from Synopsys

    GlobalFoundries said on January 13 that it has agreed to acquire the ARC Processor IP Solutions business from Synopsys, a move that modestly...

    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Wednesday 14 January 2026
    China lifts semiconductor equipment localization to 35%
    China's push to localize its semiconductor equipment supply chain has reached an unexpected milestone. Domestic tools accounted for 35% of chipmaking equipment used in 2025, up from...
    Wednesday 14 January 2026
    SK Hynix to invest in new advanced packaging plant amid AI memory demand
    SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea...
    Wednesday 14 January 2026
    Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion
    PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server...
    Wednesday 14 January 2026
    Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
    Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET...
    Wednesday 14 January 2026
    SK Hynix reportedly trims consumer memory, shifts focus to servers

    Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

    Wednesday 14 January 2026
    Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
    As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....
    Wednesday 14 January 2026
    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
    After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
    11/338 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
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    Tuesday 6 January 2026
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    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook