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Friday 9 January 2026
Commentary: How fragile is the China–Japan semiconductor supply chain?
China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...
Friday 9 January 2026
Largan faces challenges as memory price impacts spread
Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
Friday 9 January 2026
SAS and GlobalWafers see slight 2025 revenue dip; TSC, AWSC, ATC hit new highs
SAS subsidiary GlobalWafers reported consolidated revenue of NT$5.506 billion (US$173.9 million) in December 2025, up 16.86% month-over-month and 0.27% year-over-year, marking the...
Friday 9 January 2026
Volkswagen and Qualcomm announce long-term supply deal for infotainment and connectivity chips
Volkswagen Group and Qualcomm Technologies have announced a Letter of Intent (LOI) for a long-term supply agreement to provide advanced infotainment and connectivity solutions for...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
Friday 9 January 2026
Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use
CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell...
Friday 9 January 2026
Niching Industrial reports record revenue driven by advanced packaging materials in December 2025
Niching Industrial, a supplier of semiconductor packaging materials, reported consolidated revenue of NT$128.37 million (approx. US$4.07 million) in December 2025, representing a 25%...
Friday 9 January 2026
Tight memory supply to push smartphone prices higher in early 2026
Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens...
Friday 9 January 2026
Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...
Friday 9 January 2026
Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains
As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...
Friday 9 January 2026
China tests US-Japan-South Korea alliance with export controls
China is testing the extent of support US President Donald Trump would extend to Japan by imposing export controls on the country, just months after Trump boasted that he had solved...
Friday 9 January 2026
Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns
China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict national...
Friday 9 January 2026
TSMC Arizona's land purchase signals continued expansion of US chip manufacturing footprint
TSMC said on January 8 that it has acquired land in Arizona through its subsidiary TSMC Arizona, marking another step in expanding its overseas manufacturing footprint.
Friday 9 January 2026
CSP deals tighten memory supply as 1Q26 prices surge
Memory prices are accelerating again as cloud service providers move to secure supply, pushing costs higher across servers, PCs, and consumer electronics. Tight capacity, fueled by...
Friday 9 January 2026
Samsung Foundry eyes auto chips for growth beyond data centers

Samsung Electronics is positioning its contract chipmaking business to win automotive orders, a move industry analysts view as a practical entry...