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Friday 6 February 2026
TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development...
Friday 6 February 2026
PC makers reportedly eye China DRAM for the first time as global memory supply tightens
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...
Friday 6 February 2026
Intel, AMD warn of extended server CPU delays in China
Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
Friday 6 February 2026
South Korea aims to lead global quantum chip manufacturing by 2035
Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government...
Friday 6 February 2026
The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy
TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production, the chipmaking giant has turned what was once a secondary supply-chain hedge into...
Friday 6 February 2026
YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
Friday 6 February 2026
Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's...
Friday 6 February 2026
Rapidus draws US$1b in private capital to revive Japan's leading-edge chip ambitions
Japanese semiconductor startup Rapidus has secured more than JPY160 billion (US$1.02 billion) in private funding for fiscal 2025, surpassing its initial JPY130 billion target, according...
Friday 6 February 2026
Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...
Friday 6 February 2026
China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
Friday 6 February 2026
Japan's consumer electronics decline: From mobile phones to TVs
Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant...
Friday 6 February 2026
Huawei unveils new wearables, phones, and tablets ahead of MWC
Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...
Thursday 5 February 2026
Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
As global competition in the semiconductor industry intensifies, the focus is no longer limited to technology and production capacity. Protection of data, intellectual property, and...
Thursday 5 February 2026
Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
Thursday 5 February 2026
The 3nm surprise: TSMC's C.C. Wei pulls PM Takaichi's own book from his pocket to seal US$17B deal
In a moment that blurred the lines between corporate diplomacy and fan-like devotion, TSMC CEO C.C. Wei turned a high-stakes semiconductor summit into a personal tribute on February...