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Tuesday 20 January 2026
US semiconductor tariffs may weigh on Malaysia's export-driven industries
The US' recent announcement of a 25% tariff on certain advanced computing chips, including Nvidia's H200 and AMD's MI325X, could have implications for Malaysia's semiconductor sector,...
Tuesday 20 January 2026
Incentives out, tariffs in: Why Micron's New York megafab matters far beyond memory chips
The global contest for semiconductor leadership took a confrontational turn this week. US officials used Micron Technology's groundbreaking in upstate New York to deliver blunt warnings...
Tuesday 20 January 2026
Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal
Apple Inc., Qualcomm Inc., and MediaTek are all set to advance their smartphone system-on-chip (SoC) offerings to the 2nm process node in 2026. This coordinated move signals the three...
Tuesday 20 January 2026
Taiwan IC designers wager on algorithms for the next boom
Taiwanese integrated circuit design houses used the 2026 Consumer Electronics Show in the US to seek new partnerships, signaling that success in the next phase of edge artificial intelligence...
Tuesday 20 January 2026
Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
Tuesday 20 January 2026
Kaynes Semicon secures ISM fiscal support in India chip push
Kaynes Semicon Private Limited, a wholly owned subsidiary of Kaynes Technology India Limited, has signed a Fiscal Support Agreement and related transaction documents with the India...
Tuesday 20 January 2026
Micron's DRAM licensing to Powerchip reshapes DDR4 supply
After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...
Tuesday 20 January 2026
Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
Tuesday 20 January 2026
Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...
Tuesday 20 January 2026
Smartphone chips hit 2nm in 2026. The real shock is the cost
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...
Tuesday 20 January 2026
Eternal Precision secures position in AI with glass substrate, panel-level packaging equipment
Eternal Precision Mechanics (EPM), a subsidiary of Eternal Materials, made its official market debut on January 16, listing shares at an underwriting price of NT$125 (approx. US$3....
Tuesday 20 January 2026
Samsung Device Solutions eyes 47% bonuses after profit surge

Samsung Electronics on January 16 announced payout ratios for its 2025 excess profit performance incentive, with the Device Solutions...

Tuesday 20 January 2026
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...
Monday 19 January 2026
SSD controllers face five challenges as NAND shortage drives sky-high prices
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
Monday 19 January 2026
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...