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    NEWS TAGGED IC MANUFACTURING
    Friday 13 February 2026
    Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement
    Taiwan and the US finalized the Agreement on Reciprocal Trade (ART) on February 13, establishing a mutual 15% tariff rate and commitments on food security and defense resilience, while...
    Friday 13 February 2026
    Display makers exit old LCD plants as chipmakers hunt cleanrooms
    Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
    Friday 13 February 2026
    Naura rises to No. 5 in global semiconductor equipment rankings

    China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical...

    Friday 13 February 2026
    Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
    Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...
    Friday 13 February 2026
    Applied beats as AI chip spending nears $1tn tipping point
    On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...
    Friday 13 February 2026
    Why Applied says the AI boom is real—just waiting for more cleanrooms
    Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
    Friday 13 February 2026
    Samsung said to gain 8nm orders in Europe as 2nm plan advances

    Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Ja...

    Friday 13 February 2026
    A tariff truce with teeth: US–Taiwan pact shields chips from Section 232 shocks
    US Ambassador Jamieson Greer oversaw the signing of a comprehensive Agreement on Reciprocal Trade between the US and Taiwan on February 12, 2026. The agreement, reached under the auspices...
    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...
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    aiexpo2026
    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
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook