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    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
    11h 50min ago
    STMicro and Huahong Grace begin local production of M32 MCUs in China
    11h 50min ago
    Broadcom expects optical communication supply chain capacity issues to ease by 2027
    11h 50min ago
    Rising Middle East conflict pressures tungsten supply in semiconductor materials
    11h 50min ago
    US blocks Tianma's patent challenge against LG Display citing foreign govt influence
    11h 50min ago
    Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
    11h 50min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 26 February 2026
    Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
    At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
    Thursday 26 February 2026
    Frenemies by necessity: Taiwan and South Korea's AI balancing act
    Taiwan and South Korea have long defined the frontlines of global tech rivalry. Now, that relationship is evolving into something far more nuanced. Driven by the demands of the AI...
    Thursday 26 February 2026
    Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
    Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
    Thursday 26 February 2026
    Nvidia says AI monetization supports sustained CSP capex
    During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
    Thursday 26 February 2026
    Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
    On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
    Wednesday 25 February 2026
    UMC streamlines leadership: Jason Wang named CEO as co-president model concludes
    Leading global semiconductor foundry, United Microelectronics Corporation (UMC), has announced on February 25, 2026, a significant restructuring of its executive leadership structu...
    Wednesday 25 February 2026
    IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

    Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

    Wednesday 25 February 2026
    Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
    As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in...
    Wednesday 25 February 2026
    Unimicron names UMC's SC Chien chair in substrate strategy shift
    Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer...
    Wednesday 25 February 2026
    SK Hynix signals seller's market as memory prices set to climb all year
    SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
    Wednesday 25 February 2026
    Chart: Why Taiwan's OSAT sector just flipped the switch

    The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms...

    Wednesday 25 February 2026
    TSMC's record profits signal AI boom far from over
    Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
    Wednesday 25 February 2026
    Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
    Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...
    Wednesday 25 February 2026
    Chinese IC design house hit by open-source license dispute after GitHub freezes code
    China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor...
    Wednesday 25 February 2026
    Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
    Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...
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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook