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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    2h 49min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    2h 49min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    2h 49min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    2h 49min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    2h 49min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    2h 50min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Thursday 12 February 2026
    SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
    The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
    Thursday 12 February 2026
    Taiwan PCB industry unites at Apex Expo for US advanced packaging push
    Amid mounting tariff pressures and geopolitical risks, the Taiwan Printed Circuit Association (TPCA) announced that it will showcase a Taiwan advanced packaging zone at Apex Expo 2026,...
    Thursday 12 February 2026
    Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus
    Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...
    Thursday 12 February 2026
    China claims five places in 2025 global OSAT top 10
    The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...
    Thursday 12 February 2026
    Micron begins high-volume HBM4 shipments as supply stays tight and capex rises
    Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...
    Thursday 12 February 2026
    SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
    Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
    Thursday 12 February 2026
    The Netherlands draws a harder line on Nexperia’s Chinese parent
    The Enterprise Chamber of the Amsterdam Court of Appeal in the Netherlands has ordered a formal investigation into Dutch chipmaker Nexperia BV, deepening a legal dispute that has curtailed...
    Thursday 12 February 2026
    Samsung weighs Europe chip expansion after Intel retreat opens German window

    Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

    Thursday 12 February 2026
    TSMC spillover lifts Xintec testing orders, 2026 growth in sight
    Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by...
    Thursday 12 February 2026
    Chinese MCU price hikes open door for Holtek's quality play
    Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...
    Wednesday 11 February 2026
    Nvidia finalizes deal for first overseas HQ in Taipei; groundbreaking set for June 2026

    Nvidia has officially finalized a deal to establish its first overseas headquarters in Taipei, marking a major milestone in Taiwan's evolution into...

    Wednesday 11 February 2026
    Rapidus aims for 2nm ramp in FY2027 with fourfold capacity boost
    Rapidus is expected to begin full-scale production in fiscal 2028. Mass production of 2nm-class chips is scheduled to commence in the second half of fiscal 2027, according to Kyoto...
    Wednesday 11 February 2026
    The Arizona Fixer and the R&D Architect: TSMC’s new SVP duo step into spotlight
    TSMC's board held its first meeting in Kumamoto, Japan, where it approved the promotion of Y.L. Wang and T.S. Chang to senior vice presidents (SVPs), marking a significant leadership...
    Wednesday 11 February 2026
    GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
    Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion...
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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