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Wednesday 14 January 2026
Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation
AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg...
Wednesday 14 January 2026
CPO module output to grow by 137% annually as Taiwan fosters key photonic tech
Market research firm Yole Group has forecasted a 43% compound annual growth rate (CAGR) for the photonic integrated circuit (PIC) sector, with co-packaged optics (CPO) module output...
Wednesday 14 January 2026
HTSI gets boost from probe cards and engineering services

Hermes Testing Solutions Inc. (HTSI), a provider of semiconductor wafer testing solutions, said demand for flexible and highly customized...

Wednesday 14 January 2026
CXMT launches US$4bn bid to break DRAM market control
Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
Wednesday 14 January 2026
Trusval posts record 2025 revenue on strong order visibility from customer expansions
Trusval Technology reported record-high revenues for December, the fourth quarter, and full-year 2025. December 2025 revenue reached NT$560 million (US$17.75 million), down 12% from...
Wednesday 14 January 2026
Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
Wednesday 14 January 2026
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption...
Wednesday 14 January 2026
Realtek and Phison compete to enter Nvidia's AI supply chain as memory tech upgrades
An internal structural photo of Nvidia's Quantum-X Photonics silicon photonics (SiPh) switch revealed that its solid-state drive (SSD) controller chip was branded with the iconic Realtek...
Wednesday 14 January 2026
From wastewater to green materials: Ping Ho bets on semiconductor recycling

Ping Ho Environmental Technology said it will move beyond its core wastewater treatment business and invest in recycling waste sulfuric...

Wednesday 14 January 2026
China signals photoresist localization shift in supply chain standoff with Japan

China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation...

Wednesday 14 January 2026
China's GPU makers go public, advance to 6nm/7nm nodes
China's domestic GPU sector has entered a new phase of capitalization. Moore Threads and MetaX have listed on the STAR Market, Biren debuted on the Hong Kong Stock Exchange in early...
Tuesday 13 January 2026
Taiwan-US tariff talks near closure, Section 232 relief in focus
Taiwan's Office of Trade Negotiations under the Executive Yuan said on January 13 that the core objectives of ongoing tariff talks with the US have been to secure reductions in reciprocal...
Tuesday 13 January 2026
WT Microelectronics and WPG post record 2025 revenues driven by AI momentum
Leading IC distributors WT Microelectronics and WPG reported strong revenue growth in 2025, fueled by robust demand from AI and data-center sectors. WT Microelectronics posted a record...
Tuesday 13 January 2026
Topco Scientific posts record 2025 revenue on strong advanced process material demand
Continued capacity expansion for advanced semiconductor manufacturing processes is driving strong demand for key materials such as photoresist and quartz. Topco Scientific (TSC), a...
Tuesday 13 January 2026
Top 10 chart: Taiwan OSAT sector posts broad 2025 revenue gains as AI testing offsets weak consumer recovery
Taiwan's outsourced semiconductor assembly and test (OSAT) industry closed December 2025 with a pattern that investors have increasingly come to expect: revenue growth was widespread...