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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    2h 17min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    2h 17min ago
    AI server ODMs face margin pressure as memory costs rise
    2h 17min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    2h 17min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    2h 17min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 29 January 2026
    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
    Thursday 29 January 2026
    AI boom threatens global chip supply, automakers warned

    The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

    Thursday 29 January 2026
    Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans
    The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...
    Thursday 29 January 2026
    Analysis: how SK Hynix is binding customers to its AI memory
    SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
    Thursday 29 January 2026
    UMC accelerates advanced packaging and silicon photonics development as AI drives demand
    As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation (UMC) is intensifying its efforts in advanced packaging and silicon photonics (SiPh)...
    Thursday 29 January 2026
    Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom
    Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
    Thursday 29 January 2026
    Upstream firms say US investment unprofitable if gross margin below 50%
    Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...
    Thursday 29 January 2026
    Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
    Thursday 29 January 2026
    VIS licenses GaN technology from TSMC to boost power device development
    Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium...
    Thursday 29 January 2026
    UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
    United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
    Thursday 29 January 2026
    Tesla bets future on custom chips as profit plunges 64%
    Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
    Thursday 29 January 2026
    Scientech's growth signals shift in semiconductor investment toward packaging and system integration
    As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
    Thursday 29 January 2026
    IPC cost and memory supply pressures accelerate product upgrades
    The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
    Thursday 29 January 2026
    Taiwan and Germany expand trade ties as demand for chips and green tech rises

    As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

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    biz
    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