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    Commentary: China's EDA reckoning: geopolitics hits chip design tools
    11h 27min ago
    US EV strategic retreat sparks crisis as Chinese competion expands globally
    11h 31min ago
    South Korean IC design faces up to one-year packaging delays amid AI chip material shortages
    11h 31min ago
    Chinese TV brands surpass South Korean rivals with TCL nearing Samsung's market share
    11h 31min ago
    GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
    11h 42min ago
    NEWS TAGGED CAPACITY
    Tuesday 10 February 2026
    Vanguard sees modest recovery as capacity use rises in early 2026

    Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

    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
    TSMC posts 36.8% sales surge in January 2026 on strong AI demand

    Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

    Tuesday 10 February 2026
    Amkor accelerates US expansion with Arizona investment and closer alignment with TSMC
    Amkor Technology is accelerating its global expansion, projecting 2026 capex between US$2.5 billion and US$3 billion. This plan emphasizes significant facility construction, including...
    Tuesday 10 February 2026
    Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
    Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...
    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
    North American clients drive 2026 growth as CHPT targets quarterly gains
    Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger...
    Monday 9 February 2026
    MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power
    MediaTek president and chief operating officer Joe Chen stated that artificial intelligence (AI) computing is shifting from training to inference applications, with rapid growth expected...
    Monday 9 February 2026
    AI spending spree threatens big tech cash flows
    A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
    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...

    Sunday 8 February 2026
    Musk: speed, not ambition, will shape next phase of AI expansion
    Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove...
    Saturday 7 February 2026
    Lead frame supplier CWTC reaches 40-month revenue high in January

    Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

    Friday 6 February 2026
    Intel, AMD warn of extended server CPU delays in China
    Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
    Friday 6 February 2026
    YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
    China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook