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Friday 6 February 2026
South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

South Korean President Lee Jae-myung recently convened a meeting at the Blue House titled the "Corporate Roundtable on Youth Employment...

Friday 6 February 2026
India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment
India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic...
Friday 6 February 2026
Transcend sees 4x revenue surge in January 2026 as memory prices rise
Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
Friday 6 February 2026
Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes
Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite...
Friday 6 February 2026
TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development...
Friday 6 February 2026
Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla
The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence...
Friday 6 February 2026
The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy
TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production, the chipmaking giant has turned what was once a secondary supply-chain hedge into...
Friday 6 February 2026
Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's...
Friday 6 February 2026
ASE expects advanced packaging and testing revenue to double in 2026
OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
Friday 6 February 2026
Rapidus draws US$1b in private capital to revive Japan's leading-edge chip ambitions
Japanese semiconductor startup Rapidus has secured more than JPY160 billion (US$1.02 billion) in private funding for fiscal 2025, surpassing its initial JPY130 billion target, according...
Friday 6 February 2026
Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Friday 6 February 2026
PSMC narrows losses as DRAM prices and AI demand boost revenue
Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
Friday 6 February 2026
ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...
Friday 6 February 2026
CHPT sees AI, AP drive load board shipments with January revenue up
Chunghwa Precision Test Tech (CHPT) reported year-over-year and month-over-month revenue growth in January. The surge was mainly driven by strong demand for AI, application processor...