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Thursday 15 January 2026
China takes cautious stance on US H200 chip export, prioritizes local chipmakers
The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with...
Thursday 15 January 2026
CES 2026 insights: Taiwan IC designers push beyond consumer markets
The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Thursday 15 January 2026
Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips
Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a...
Thursday 15 January 2026
Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report...
Thursday 15 January 2026
TSMC retains pricing power using Apple and AI dual structure
Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
Thursday 15 January 2026
TSMC's 4Q25 revenue surges 20.5% on advanced process demand
Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated revenue of approximately NT$1.4609 trillion (US$46.21 billion) and net income after tax of about NT$505.74 billion...
Thursday 15 January 2026
South Korea's memory chip giants pivot back to capacity expansion

As the global memory market enters a prolonged upcycle, South Korea's two leading memory chipmakers, Samsung Electronics and SK Hynix,...

Thursday 15 January 2026
PlayNitride teams up with Brillink to build optical interconnect platform
As Micro LED moves into non-display application opportunities, PlayNitride Technologies announced a partnership with Brillink Technologies, a leader in two-dimensional array optical...
Thursday 15 January 2026
Maxscend's first annual loss exposes fab-lite strain and legal risks
Maxscend Microelectronics is heading for its first annual loss since going public, marking a sharp reversal for one of China's leading RF chipmakers as it struggles with a costly business...
Thursday 15 January 2026
ASML CEO claims China's EUV lags by 8 gen ahead of 4Q25 earnings
ASML, the Dutch semiconductor equipment leader and exclusive supplier of EUV lithography systems, is set to release its fourth-quarter 2025 and full-year financial results on January...
Thursday 15 January 2026
Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
Global memory shortages are expected to continue until late 2027, leading to higher costs for PCs, tablets, and smartphones. In an interview with The Register, IDC research...
Thursday 15 January 2026
Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows
Hanmi Semiconductor has drawn industry attention in recent years for its thermal compression bonding equipment used in high-bandwidth memory production. As low-earth-orbit satellite...
Thursday 15 January 2026
Samsung reportedly files new HBM trademarks as HBM4 advances
Samsung Electronics has reportedly filed a series of new trademarks related to high bandwidth memory as it advances preparations for its sixth-generation HBM4 products.
Thursday 15 January 2026
TSMC Arizona yields depend on Taiwan's on-site experts
TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires...