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    NEWS TAGGED CHIPS + COMPONENTS
    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...
    Tuesday 13 January 2026
    Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
    The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
    Tuesday 13 January 2026
    Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing
    Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as...
    Tuesday 13 January 2026
    Nvidia denies requiring Chinese customers to prepay for H200 chips
    Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...
    Tuesday 13 January 2026
    Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets
    The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook