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Wednesday 28 January 2026
Powertech posts 4Q25 profit high, eyes growth momentum into 2026
Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Wednesday 28 January 2026
Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
Wednesday 28 January 2026
Mouser Electronics expands manufacturer lineup with 63 new partners in 2025
Mouser Electronics, a global authorized distributor of electronic components and industrial automation products, added 63 new manufacturers to its line card in 2025, further increasing...
Wednesday 28 January 2026
Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Wednesday 28 January 2026
Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production
Lightmatter is hosting its Tech Day in Taiwan on January 28, 2026, following the announcement of strategic partnerships with Global Unichip Corp. (GUC), Cadence Design Systems, and...
Wednesday 28 January 2026
Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
Wednesday 28 January 2026
King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls
King Yuan Electronics (KYEC), a leading semiconductor testing company, has recovered over 80% of stolen IC test load boards and other equipment after an internal engineer allegedly...
Wednesday 28 January 2026
As China races to localize auto chips, Taiwan locks onto upmarket
In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
Wednesday 28 January 2026
TI accelerates capacity push, shrugs off memory shortages
Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
Wednesday 28 January 2026
Micron's US$100 billion New York megafab attracts local oversight
As the Trump administration intensifies its push for US-based semiconductor manufacturing, Micron recently held a groundbreaking ceremony for its planned megafab in the town of Clay,...
Tuesday 27 January 2026
Taiwan defends TSMC's US expansion as brain drain fears mount
TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Tai...
Tuesday 27 January 2026
TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...