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NEWS TAGGED SEMICONDUCTORS
Wednesday 25 February 2026
Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in...
Tuesday 24 February 2026
A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
What if the next pillar of the global semiconductor industry isn't built in one country — but three?
Tuesday 24 February 2026
Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Monday 23 February 2026
Can Polymatech anchor India's compound semiconductor supply chain?
Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics.
Wednesday 18 February 2026
Analysis: 2nm shifts chipmaking from scaling to chiplet integration

The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance...

Wednesday 18 February 2026
Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Wednesday 18 February 2026
GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores...

Tuesday 17 February 2026
GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal
GlobalFoundries and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing agreement aimed at strengthening semiconductor...
Sunday 15 February 2026
A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology...

Saturday 14 February 2026
Nvidia deepens South Korea ties in smart factory push
Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important...
Saturday 14 February 2026
HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor
Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...
Saturday 14 February 2026
After US deal, Taiwan pushes economic resilience into Europe and the global south
Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington...
Friday 13 February 2026
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
Thursday 12 February 2026
Global semiconductor industry, 2026

Introduction

Wednesday 11 February 2026
AI demand fuels photonics-semiconductor convergence at APE 2026
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...