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Friday 30 January 2026
South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

Friday 30 January 2026
Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity
Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
Friday 30 January 2026
Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...
Friday 30 January 2026
GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions
Following Intel's major global wafer fab plan cuts, including halting projects in Germany and Poland, GlobalFoundries (GF) and STMicroelectronics (ST) have faced fresh scrutiny over...
Friday 30 January 2026
Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA
Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against...
Friday 30 January 2026
Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies
Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment...
Friday 30 January 2026
Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion
Lam Research, a leading supplier of semiconductor manufacturing equipment dubbed the "US version of ASML," capped off fiscal 2025 with stellar performance, fueled by surging AI demand...
Friday 30 January 2026
Realtek expects networking to drive growth in 2026 amid PC market challenges
Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...
Friday 30 January 2026
Advantest to boost SoC test equipment capacity to 5,000 units by 2027
Japan's Advantest has announced an acceleration of its capacity expansion plans for system-on-chip (SoC) test equipment in response to surging demand driven by artificial intelligence...
Friday 30 January 2026
Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors
Realtek is projecting a stronger financial performance in 2026, driven by its expanding automotive Ethernet products, AI applications, and established consumer electronics lines. The...
Friday 30 January 2026
MediaTek, Alchip, Marvell clash for ASIC runner-up spot
The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...
Friday 30 January 2026
Greatek hits full capacity on AI-driven flip chip, QFN packaging demand
Powertech Technology (PTI) and its subsidiary test and assembly firm Greatek jointly held an online investor conference to discuss future operations. Greatek president Yu-Chang Chi...
Friday 30 January 2026
SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins
The global memory market is moving into a phase that looks increasingly different from past cyclical upswings, as demand tied to artificial intelligence, robotics, and autonomous systems...
Thursday 29 January 2026
Jensen Huang endorses Micron CEO 'Sanjay' as Taiwan cement AI memory alliance
The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...
Thursday 29 January 2026
Samsung reclaims memory sales crown as SK Hynix extends profit lead
Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.