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Monday 26 January 2026
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.
Monday 26 January 2026
India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
With Micron's ATMP facility moving into commercial production and fresh investments from domestic players, India's semiconductor push is gaining firmer footing. However, despite its...
Sunday 25 January 2026
Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Sunday 25 January 2026
Fan motor demand drives growth for Taiwan analog chip makers
As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...
Saturday 24 January 2026
China advances T1000 carbon fiber supply chain for semiconductor materials
As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...
Saturday 24 January 2026
US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

Saturday 24 January 2026
Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...
Saturday 24 January 2026
LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%
The Taiwanese passive components industry continued to experience a wave of price increases. Magnetic component manufacturer LinkCom pointed out that since magnetic components primarily...
Friday 23 January 2026
SEALSQ, Gujarat govt, and Kaynes SemiCon sign MoU to establish India's first secure post-quantum semiconductor center
SEALSQ Corp, a developer of semiconductors and post-quantum technology solutions, announced on January 21, 2026, that it has signed a non-binding Memorandum of Understanding (MoU)...
Friday 23 January 2026
Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push
Micron Technology will start commercial semiconductor production at its US$2.75 billion ATMP facility in Sanand, Gujarat, by the end of February 2026, India's electronics and IT minister...
Friday 23 January 2026
Resistor price surge spreads as Walsin Technology hikes pricing
Price increases for resistors are spreading across the passive components industry. After reported hikes by Taiwan-based market leader Yageo and supplier Formosan Rubber, Walsin Technology...
Friday 23 January 2026
Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom
Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker...
Friday 23 January 2026
ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam
ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific...
Friday 23 January 2026
Taiwan-US semiconductor pact's financing details spark interpretation issues with broader industrial implications
Taiwan and the US have agreed to reduce tariffs and grant Taiwan most-favored-nation status under Section 232 for semiconductors and related products. However, a major issue has arisen...
Friday 23 January 2026
Samsung foundry ramps up utilization as Tesla orders near
Samsung Electronics' foundry division is expected to increase factory utilization to the 60%–70% range this year as the company focuses on improving profitability ahead of large-scale...