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Thursday 12 February 2026
HBM4 first-mover fog: Samsung and Micron duel for supremacy amid Nvidia supply tension
Samsung Electronics has officially commenced the mass production and commercial shipment of its HBM4 memory, marking a pivotal moment in the global semiconductor landscape.
Thursday 12 February 2026
Tower Semiconductor revamps strategy after Intel deal collapses
Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...
Thursday 12 February 2026
GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the "insatiable" demand for AI...

Thursday 12 February 2026
Applied Materials settles with BIS for US$252.5 million over SMIC shipments
Applied Materials, a Santa Clara-based semiconductor equipment maker, has reached a US$252.5 million settlement with the US Department of Commerce's Bureau of Industry and Security...
Thursday 12 February 2026
Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

Thursday 12 February 2026
TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
Thursday 12 February 2026
SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
Thursday 12 February 2026
China claims five places in 2025 global OSAT top 10
The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...
Thursday 12 February 2026
SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
Thursday 12 February 2026
The Netherlands draws a harder line on Nexperia’s Chinese parent
The Enterprise Chamber of the Amsterdam Court of Appeal in the Netherlands has ordered a formal investigation into Dutch chipmaker Nexperia BV, deepening a legal dispute that has curtailed...
Thursday 12 February 2026
Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

Thursday 12 February 2026
TSMC spillover lifts Xintec testing orders, 2026 growth in sight
Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by...
Wednesday 11 February 2026
Rapidus aims for 2nm ramp in FY2027 with fourfold capacity boost
Rapidus is expected to begin full-scale production in fiscal 2028. Mass production of 2nm-class chips is scheduled to commence in the second half of fiscal 2027, according to Kyoto...
Wednesday 11 February 2026
The Arizona Fixer and the R&D Architect: TSMC’s new SVP duo step into spotlight
TSMC's board held its first meeting in Kumamoto, Japan, where it approved the promotion of Y.L. Wang and T.S. Chang to senior vice presidents (SVPs), marking a significant leadership...
Wednesday 11 February 2026
GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion...