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Tuesday 27 January 2026
Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues
Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...
Tuesday 27 January 2026
Samsung favors high-margin memory clients, squeezing TV and appliance units
Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...
Tuesday 27 January 2026
China reportedly enters semiconductor glass substrate market
China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports.
Tuesday 27 January 2026
TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift
The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
Tuesday 27 January 2026
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.
Tuesday 27 January 2026
IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap
IonQ and SkyWater Technology, the largest exclusively US-based pure-play semiconductor foundry, announced a definitive agreement for IonQ to acquire SkyWater in a cash-and-stock deal...
Tuesday 27 January 2026
Micron breaks ground on US$24 billion advanced NAND fab in Singapore
Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
Tuesday 27 January 2026
Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
Tuesday 27 January 2026
AI and localization reshape China's semiconductor supply chain as price hikes arrive
After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory...
Tuesday 27 January 2026
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Tuesday 27 January 2026
Microsoft launches Maia 200 AI chip, mass production progress draws attention
Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes...
Tuesday 27 January 2026
Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark...