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Monday 19 January 2026
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
Monday 19 January 2026
TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools
Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...
Monday 19 January 2026
Weekly news roundup: memory shortages, packaging power, TSMC's global pivot
Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.
Monday 19 January 2026
Taiwan PCB industry gearing up for record investment driven by AI cloud computing
Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
Monday 19 January 2026
Taiwan's DDI chipmakers fight for survival beyond displays

Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

Sunday 18 January 2026
MGC expands into AI liquid cooling market
Meta Green Cooling (MGC) is making a comprehensive push into the AI liquid cooling sector, leveraging its unique full-spectrum capabilities. MGC chairman James Chen noted that, unlike...
Saturday 17 January 2026
TSMC speeds up US expansion while keeping FX strategy simple
TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...
Saturday 17 January 2026
TSMC chair confirms long-term AI demand and commitment to US expansion
At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
Friday 16 January 2026
Samsung to lift DRAM output 5% in 2026 as supply tightness persists
Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
Friday 16 January 2026
US data center growth strains electric grid, prompting proposed outages and industry pushback
The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...
Friday 16 January 2026
US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion
The US and Taiwan reached a trade agreement on January 15, 2026 (US time), cutting reciprocal tariffs on most Taiwanese goods from 20% to 15% without stacking them onto existing most-favored-nation...
Thursday 15 January 2026
Delta Electronics plans major manufacturing expansion in India to support 'Make in India' push
Delta Electronics India is set to significantly expand its manufacturing footprint in India, reflecting the company's confidence in the country's growing semiconductor and electronics...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Thursday 15 January 2026
Syntec Technology reports strong revenue growth driven by smart manufacturing expansion
Syntec Technology has reported a 29% increase in consolidated revenue for 2025, reaching NT$13.96 billion (approx. US$441 million), up 29% from the previous year, reflecting steady...
Wednesday 14 January 2026
SK Hynix to invest in new advanced packaging plant amid AI memory demand
SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea...