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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 26 February 2026
    AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

    Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

    Thursday 26 February 2026
    WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
    Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...
    Thursday 26 February 2026
    Macronix January profit surges 195%; OSE, Walton earnings rise
    Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...
    Thursday 26 February 2026
    The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor
    A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored...
    Thursday 26 February 2026
    Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
    Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
    Thursday 26 February 2026
    Nvidia constrained in China as local AI players strengthen market position
    Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
    Thursday 26 February 2026
    Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26
    Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company's core business has seen five consecutive...
    Thursday 26 February 2026
    US rushing to reshore semiconductor production
    The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...
    Thursday 26 February 2026
    YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

    At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has...

    Thursday 26 February 2026
    Fiberglass shortage persists in 2026, Unimicron increases substrate price
    As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
    Thursday 26 February 2026
    Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
    Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
    Thursday 26 February 2026
    Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
    Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
    Thursday 26 February 2026
    TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks
    On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history...
    Thursday 26 February 2026
    Cloud AI's ripple effect: A comeback for 8-inch wafers

    The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

    Thursday 26 February 2026
    Malaysia probes Arm deal amid seizures, arrests and political fallout
    The Malaysian Anti-Corruption Commission is probing the MYR1.11 billion (US$250 million) agreement with UK-based Arm Holdings amid seizures, arrests, and political fallout. The government...
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    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