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Thursday 5 February 2026
Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech
Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...
Thursday 5 February 2026
Networking equipment makers seek new businesses as they unlikely to avoid margin pressure
The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...
Tuesday 3 February 2026
Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

Tuesday 3 February 2026
Japan's TDK leans on premium batteries while rare earth supply risks deepen
Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...
Tuesday 3 February 2026
C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment
Semiconductor and printed circuit board (PCB) equipment maker C Sun announced plans to invest approximately NT$1.48 billion (US$46.87 million) to acquire a nearly 3,000-ping (106,750...
Tuesday 3 February 2026
Beijing officially lists 'future industries,' setting the stage for supply chain realignment
China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
Tuesday 3 February 2026
Germany pivots to Korean chipmakers as Intel retreats

German state governments are stepping up efforts to secure new semiconductor partners in South Korea after Intel shelved plans to build...

Tuesday 3 February 2026
South Korea eyes X-ray lithography in response to ASML's EUV grip

As global competition in semiconductor technology intensifies and protectionist trends tied to national strategy gain momentum, South...

Monday 2 February 2026
Kinsus approves US$744M ABF expansion on clear three-year demand outlook
Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...
Monday 2 February 2026
Chinese process control powerhouse Jingce targets nearly triple profit growth in 2025
Wuhan Jingce Electronic Group forecasts net profit of CNY80 million to CNY90 million (approx. US$11.5 million to US$13 million) for 2025, representing year-over-year growth of 181.97%...
Monday 2 February 2026
ASE ramps advanced packaging in Taiwan as SPIL scales central hub
ASE Technology Holding is accelerating capacity expansion across multiple locations to meet rising demand for advanced packaging and testing services, with projects underway in northern,...
Monday 2 February 2026
Msscorps eyes annual growth with silicon photonics expansion
Msscorps held its year-end gathering on February 1, 2026, during which chairman Chi-Lun Liu highlighted the company's two decades of deep expertise in semiconductor testing and analysis...
Monday 2 February 2026
China breaks into the global top 20 with a trio of chipmaking equipment suppliers
China's drive to localize its semiconductor supply chain is reshaping the global chipmaking equipment industry, with three domestic suppliers now ranking among the world's top 20 for...
Monday 2 February 2026
Taiwan's defense institute partners with US firm to boost critical manufacturing capacity
Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) has partnered with US-based B&P Littleford to forge a new chapter in Taiwan-US defense industry cooperation...
Monday 2 February 2026
Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...