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Thursday 22 January 2026
Taiwan PCB direct shipments to the US remain limited
The US has lowered the tariff rate on Taiwan to 15%, and it will not be stacked with the most-favored-nation (MFN) tariff rate. This places Taiwan on the same baseline as Japan, South...
Thursday 22 January 2026
India-based Paras Defence enters semiconductor packaging with new subsidiary
Paras Defence and Space Technologies Ltd. announced the launch of a new subsidiary, Paras Semiconductor Pvt. Ltd., marking the company's expansion into the semiconductor packaging...
Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026
Samsung reportedly exploring ASMPT for TCB supply
Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based...
Wednesday 21 January 2026
AI demand boosts Unimicron and Nan Ya PCB profits in December 2025
The IC substrate industry is accelerating its recovery into a new bull cycle, driven by steady growth in AI-related application demand. At the same time, price increases are gradually...
Wednesday 21 January 2026
Siemens acquires ASTER to strengthen PCBA test and DFM capabilities
Siemens has acquired ASTER Technologies, a privately held provider of printed circuit board assembly (PCBA) test verification and engineering software, as it moves to expand its electronic...
Wednesday 21 January 2026
Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...
Wednesday 21 January 2026
Jabil invests in semiconductor power systems, expanding chipmaking footprint
Jabil Inc., the global manufacturing and supply-chain services company, said on Tuesday that it had made a strategic minority investment in Eagle Harbor Technologies, a Seattle-based...
Wednesday 21 January 2026
2nm mobile SoC era begins with Xiaomi 18 flagship launch
The year 2026 is set to mark the commercial debut of 2nm mobile SoCs, with Qualcomm, Apple, and MediaTek among the first to release 2nm process chips for smartphones. The market expects...
Wednesday 21 January 2026
Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
Wednesday 21 January 2026
Google Chromebook aims for steady 2026 shipments despite memory supply challenges
Supply chain sources report that Chromebook shipments have stabilized under Google's support. Despite facing a memory market turmoil, Google has set a full-year shipment target of...
Wednesday 21 January 2026
Vietnam begins construction of first domestic semiconductor plant
Vietnam has officially begun construction of its first homegrown semiconductor chip manufacturing facility, marking a significant step in the country's plans to develop a domestic...
Wednesday 21 January 2026
Intel recruits Qualcomm GPU chief to lead future AI PC efforts
Intel has poached Eric Demers, a veteran GPU architect, known for developing Qualcomm's proprietary Adreno GPU architecture. Demers will become Intel's senior vice president of GPU...
Wednesday 21 January 2026
Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...