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Tuesday 10 February 2026
US plans chip tariff breaks for tech giants tied to TSMC's US expansion
The Trump administration is preparing to spare major US technology companies from a new round of semiconductor tariffs as they expand data center capacity to support the artificial...
Tuesday 10 February 2026
Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026
Because of rising raw material costs, Taiwanese chip resistor manufacturers have begun increasing prices, with the wave spreading from major passive component makers such as Yageo...
Tuesday 10 February 2026
China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Tuesday 10 February 2026
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
Monday 9 February 2026
Samsung boosts HBM4 DRAM investment to secure market leadership
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
Monday 9 February 2026
GSEO and Kinko post record January revenues in optical industry
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year,...
Monday 9 February 2026
Taiwan's Mighty Hornet IV drone completes US integration test, aims for full local production
Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST) and US-based Kratos Defense & Security Solutions have announced the successful completion of system...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
US tariffs force German carmakers to choose between localization and brand power

After the United States formally imposed a 15 percent import tariff on European automobiles, Germany's three largest carmakers—Volkswagen,...

Monday 9 February 2026
Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
Monday 9 February 2026
512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Monday 9 February 2026
China tightens regulations on EV battery recycling with digital ID system

As the global electric vehicle market grapples with mounting concerns over collapsing resale values, China—the world's largest and...

Sunday 8 February 2026
As AI goes physical, the robotics supply chain reshuffles
As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and...
Sunday 8 February 2026
US turns to Taiwan's rare earth recycling to cut China supply dependence

China controls about 90% of global rare earth mining, turning the sector into a strategic lever against tariffs imposed by the US and port...

Friday 6 February 2026
AMD flags 2H26 turning point as MI450 shipments stay on track

AMD's next-generation MI450 AI accelerator remains on schedule for launch and volume production in the second half of 2026, with CEO Lisa...