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    Trump-Xi meeting leaves InP and CVD export controls unresolved
    3h 7min ago
    Analysis: High oil prices lifted global EV demand as Chinese automakers expanded overseas
    3h 7min ago
    ODMs push consignment deals to defend AI server margins
    3h 7min ago
    Two Malaysian IC design firms win access to Arm under US$250 million pact
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    Edge AI is driving a new upgrade cycle in wearables
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    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 25 February 2026
    TI posts rare first-quarter growth driven by turn orders and data center momentum
    Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
    Wednesday 25 February 2026
    ASE accelerates panel-level packaging push with fully automated 310mm line by 2026
    AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...
    Wednesday 25 February 2026
    Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
    Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
    Wednesday 25 February 2026
    Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch
    Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...
    Wednesday 25 February 2026
    TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
    Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
    Wednesday 25 February 2026
    Apple's budget MacBook set for March debut as component costs increase
    Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
    Wednesday 25 February 2026
    China AI server buildout strains optical module, MLCC capacity
    China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
    Wednesday 25 February 2026
    Elon Musk recruits South Korean chip talent as HBM sparks global war
    Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
    Wednesday 25 February 2026
    Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

    In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

    Tuesday 24 February 2026
    A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
    What if the next pillar of the global semiconductor industry isn't built in one country — but three?
    Tuesday 24 February 2026
    Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

    Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

    Tuesday 24 February 2026
    CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
    The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
    Tuesday 24 February 2026
    OpenAI agreement boosts Cerebras’ renewed IPO push
    Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
    Tuesday 24 February 2026
    Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
    Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced...
    Tuesday 24 February 2026
    Taiwan says 15% US tariff caps worst-case risk, but exporters face uneven outlook
    Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook