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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 28 November 2025
    Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline

    Rapidus plans to begin construction on a second fabrication plant in Chitose, Hokkaido, in fiscal 2027 to produce 1.4nm and eventually...

    Friday 28 November 2025
    Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

    Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators,...

    Friday 28 November 2025
    Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers
    Topco Scientific (TSC) expects semiconductor material demand to remain robust through 2026, driven by AI-led advanced process capacity utilization and strong memory market momentum...
    Friday 28 November 2025
    Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
    Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...
    Friday 28 November 2025
    Commentary: Taiwan's IC design edge in ASIC development
    Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...
    Friday 28 November 2025
    Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028
    Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee supply...
    Friday 28 November 2025
    Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
    In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...
    Friday 28 November 2025
    China's new TPU contender aims for Nvidia's AI chip dominance
    China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue to...
    Friday 28 November 2025
    TSMC exit fuels Taiwan-US rivalry in GaN market
    TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...
    Friday 28 November 2025
    Why Jensen Huang spent Thanksgiving weekend in Taiwan
    Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in town...
    Friday 28 November 2025
    US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise
    US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick's personal...
    Friday 28 November 2025
    Chinese smartphone makers face cost pressures, plan product cuts or price hikes
    Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
    Friday 28 November 2025
    FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry
    FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although...
    Friday 28 November 2025
    Taiwan boosts funding for system-level IC designs, focuses on drone sensors and secure chips
    Taiwan's Industrial Development Administration said it has approved 28 projects under its 2025 IC design subsidy program, selecting 33 companies for a combined NT$1.3 billion in government...
    Thursday 27 November 2025
    TSMC's 2nm secrets case erupts into raids on Intel hire Wei-Jen Lo

    Taiwan's investigation into former TSMC senior vice-president Wei-Jen Lo intensified on November 26 as prosecutors carried out search...

    90/348 pages
    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
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook