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Friday 9 January 2026
Iluvatar CoreX IPO highlights China's race to scale general-purpose GPUs

Shanghai Iluvatar CoreX Semiconductor, a Chinese general-purpose GPU developer, listed on the Hong Kong Stock Exchange's Main Board on...

Friday 9 January 2026
AMIES Technology acquires SMEE affiliate in US$32m deal, clarifying China's lithography split
China's domestic lithography sector is entering another phase of internal restructuring, with AMIES Technology consolidating industrial assets originally spun out from Shanghai Micro...
Friday 9 January 2026
MSScorps hits record 4Q25, 2025 revenue on AI and chip demand
Materials test and analysis provider MSScorps continued its record-breaking revenue performance in December 2025, buoyed by active investments by customers in advanced processes and...
Friday 9 January 2026
Walsin subsidiary Joyin raises prices on thermistors and varistors as silver cost surges
Taiwan's passive component industry is experiencing another round of price increases. Joyin, a circuit protection components brand under Walsin Technology, has issued price increase...
Friday 9 January 2026
MA-tek reports higher December and full-year revenue driven by AI chip and advanced process demand
Taiwan-based semiconductor testing firm MA-tek announced December 2025 revenue of NT$501 million (approx. US$15.91 million), marking a 2.7% increase from November and a 10.65% rise...
Friday 9 January 2026
TSMC posts strong full-year growth in 2025 as December revenue eases on seasonal shipment patterns
TSMC reported solid year-over-year growth in December 2025 revenue, even as monthly momentum softened slightly toward the end of the year, underscoring resilient underlying demand...
Friday 9 January 2026
Commentary: How fragile is the China–Japan semiconductor supply chain?
China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...
Friday 9 January 2026
Largan faces challenges as memory price impacts spread
Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
Friday 9 January 2026
SAS and GlobalWafers see slight 2025 revenue dip; TSC, AWSC, ATC hit new highs
SAS subsidiary GlobalWafers reported consolidated revenue of NT$5.506 billion (US$173.9 million) in December 2025, up 16.86% month-over-month and 0.27% year-over-year, marking the...
Friday 9 January 2026
Volkswagen and Qualcomm announce long-term supply deal for infotainment and connectivity chips
Volkswagen Group and Qualcomm Technologies have announced a Letter of Intent (LOI) for a long-term supply agreement to provide advanced infotainment and connectivity solutions for...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
Friday 9 January 2026
Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use
CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell...
Friday 9 January 2026
Niching Industrial reports record revenue driven by advanced packaging materials in December 2025
Niching Industrial, a supplier of semiconductor packaging materials, reported consolidated revenue of NT$128.37 million (approx. US$4.07 million) in December 2025, representing a 25%...
Friday 9 January 2026
Tight memory supply to push smartphone prices higher in early 2026
Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens...
Friday 9 January 2026
Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...