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Thursday 15 January 2026
Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

Thursday 15 January 2026
Japan fortifies rare-earth supply chain against China risk
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners...
Thursday 15 January 2026
Taiwan's Holtek sees surge in MCU sales, launches compact energy and fire-safety units
After navigating a turbulent year of US-China tariffs, Taiwanese microcontroller (MCU) maker Holtek Corp. closed 2025 with a full-year revenue of NT$3.058 billion (US$96 million),...
Thursday 15 January 2026
GlobalWafers' Topsil advances ultra-pure float zone silicon for quantum tech
GlobalWafers stated it is continuing to expand the application landscape of its advanced materials technologies, with its Danish subsidiary Topsil GlobalWafers ramping up investment...
Thursday 15 January 2026
GlobalFoundries moves into processor IP with ARC acquisition from Synopsys

GlobalFoundries said on January 13 that it has agreed to acquire the ARC Processor IP Solutions business from Synopsys, a move that modestly...

Wednesday 14 January 2026
Advanced packaging crunch lifts ASE, KYEC to new highs
TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
Wednesday 14 January 2026
China lifts semiconductor equipment localization to 35%
China's push to localize its semiconductor equipment supply chain has reached an unexpected milestone. Domestic tools accounted for 35% of chipmaking equipment used in 2025, up from...
Wednesday 14 January 2026
Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET...
Wednesday 14 January 2026
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
Wednesday 14 January 2026
CPO module output to grow by 137% annually as Taiwan fosters key photonic tech
Market research firm Yole Group has forecasted a 43% compound annual growth rate (CAGR) for the photonic integrated circuit (PIC) sector, with co-packaged optics (CPO) module output...
Wednesday 14 January 2026
HTSI gets boost from probe cards and engineering services

Hermes Testing Solutions Inc. (HTSI), a provider of semiconductor wafer testing solutions, said demand for flexible and highly customized...

Wednesday 14 January 2026
Trusval posts record 2025 revenue on strong order visibility from customer expansions
Trusval Technology reported record-high revenues for December, the fourth quarter, and full-year 2025. December 2025 revenue reached NT$560 million (US$17.75 million), down 12% from...
Wednesday 14 January 2026
Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
Wednesday 14 January 2026
From wastewater to green materials: Ping Ho bets on semiconductor recycling

Ping Ho Environmental Technology said it will move beyond its core wastewater treatment business and invest in recycling waste sulfuric...

Wednesday 14 January 2026
China signals photoresist localization shift in supply chain standoff with Japan

China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation...