CONNECT WITH US
NEWS TAGGED MARKET
Friday 13 February 2026
E-glass capacity cuts trigger production shifts for Taiwan CCL makers
The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...
Thursday 12 February 2026
Global semiconductor industry, 2026

Introduction

Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026
BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing
BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and implementing steep price cuts to target more than 50,000 annual vehicle sales and...
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
Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier
Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving major changes across the printed circuit board (PCB) industry, prompting structural...
Thursday 12 February 2026
Canada prepares safeguards ahead of Chinese EV imports
The first wave of Chinese electric vehicles is expected to enter the Canadian market in February 2026 under a new trade arrangement. But alongside the arrival of lower-cost cars comes...
Thursday 12 February 2026
China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account...

Thursday 12 February 2026
Foxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive...

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
Taiwan PCB industry unites at Apex Expo for US advanced packaging push
Amid mounting tariff pressures and geopolitical risks, the Taiwan Printed Circuit Association (TPCA) announced that it will showcase a Taiwan advanced packaging zone at Apex Expo 2026,...
Thursday 12 February 2026
Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus
Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...
Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025

Introduction

Thursday 12 February 2026
Tesla expands charging network in Taiwan as policy questions persist

Tesla opened Taiwan's largest V4 Supercharger station on Tuesday, expanding its fast-charging network even as questions linger over potential...

Thursday 12 February 2026
MCU makers raise prices as packaging costs surge
The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...