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    Trump-Xi meeting leaves InP and CVD export controls unresolved
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    Analysis: High oil prices lifted global EV demand as Chinese automakers expanded overseas
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    ODMs push consignment deals to defend AI server margins
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    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
    Thursday 12 February 2026
    GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

    GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the "insatiable" demand for AI...

    Thursday 12 February 2026
    Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier
    Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving major changes across the printed circuit board (PCB) industry, prompting structural...
    Thursday 12 February 2026
    Applied Materials settles with BIS for US$252.5 million over SMIC shipments
    Applied Materials, a Santa Clara-based semiconductor equipment maker, has reached a US$252.5 million settlement with the US Department of Commerce's Bureau of Industry and Security...
    Thursday 12 February 2026
    Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

    Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Thursday 12 February 2026
    SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
    The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
    Thursday 12 February 2026
    Taiwan PCB industry unites at Apex Expo for US advanced packaging push
    Amid mounting tariff pressures and geopolitical risks, the Taiwan Printed Circuit Association (TPCA) announced that it will showcase a Taiwan advanced packaging zone at Apex Expo 2026,...
    Thursday 12 February 2026
    Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus
    Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...
    Thursday 12 February 2026
    China claims five places in 2025 global OSAT top 10
    The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...
    Thursday 12 February 2026
    Micron begins high-volume HBM4 shipments as supply stays tight and capex rises
    Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...
    Thursday 12 February 2026
    SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
    Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
    Thursday 12 February 2026
    The Netherlands draws a harder line on Nexperia’s Chinese parent
    The Enterprise Chamber of the Amsterdam Court of Appeal in the Netherlands has ordered a formal investigation into Dutch chipmaker Nexperia BV, deepening a legal dispute that has curtailed...
    Thursday 12 February 2026
    Samsung weighs Europe chip expansion after Intel retreat opens German window

    Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

    Thursday 12 February 2026
    TSMC spillover lifts Xintec testing orders, 2026 growth in sight
    Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by...
    Thursday 12 February 2026
    Chinese MCU price hikes open door for Holtek's quality play
    Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...
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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