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Sunday 15 February 2026
From nanometers to nectar: the secret flavors of TSMC's fab honey
In a development few would associate with the world's largest contract chipmaker, Taiwan Semiconductor Manufacturing Co. (TSMC) has expanded an environmental initiative that now encompasses...
Sunday 15 February 2026
Why is TSMC spending $45bn so early?

Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

Saturday 14 February 2026
ByteDance expands chip team to 1,000, advancing four major design lines
Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware...
Saturday 14 February 2026
World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
Saturday 14 February 2026
HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor
Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...
Saturday 14 February 2026
AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...
Saturday 14 February 2026
After US deal, Taiwan pushes economic resilience into Europe and the global south
Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington...
Friday 13 February 2026
The Arizona turnaround: How Y.L. Wang became the future of TSMC
The trajectory of Taiwan Semiconductor Manufacturing Co. (TSMC) into the 2030s is being shaped by a new generation of leadership. At the center of that shift is the board-approved...
Friday 13 February 2026
Arm sharpens China AI strategy amid rising RISC-V activity
As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...
Friday 13 February 2026
Explainer: how US-Taiwan 'ART' deal rewires global tech economy
On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional...
Friday 13 February 2026
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
Friday 13 February 2026
Citi flags post-HBM shift as edge memory, HBF advance
A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices...
Friday 13 February 2026
Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27
Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected...
Friday 13 February 2026
TSMC and memory makers boost capex to offset China export restrictions impact
TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...
Friday 13 February 2026
New Taiwan–US trade pact lowers export barriers, boosts tech supply chains
The Agreement on Reciprocal Trade (ART) between Taiwan and the US has been officially signed, reducing Taiwan's average export tariffs to the US by 23.45pp and boosting export competitiveness...