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    Taiwan's defense advances toward system warfare with integrated command platforms
    3h 13min ago
    Nexperia supply chain crisis eased but risks remain, Taiwan firms deepen long-term cooperation
    3h 13min ago
    Commentary: Tesla's AI5 chip dual foundry strategy is an double edge sword
    3h 14min ago
    China's Goke Microelectronics raises KGD memory prices up to 80%, may hike further in 2Q26
    3h 14min ago
    China accelerates auto semiconductor catch-up; Taiwan targets high-end market to avoid price wars
    3h 14min ago
    China dominates CES 2026 humanoid robot showcase, South Korea matches US presence
    3h 14min ago
    Home Tech Semiconductors IC manufacturing
    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 Taiwan.
    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. As TSMC and Nvidia light the way for AI development, related semiconductor and electronics suppliers across Taiwan are investing heavily to boost production capabilities in response to surging orders.
    Tuesday 27 January 2026
    US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say
    Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement of Taiwan's industries in the trade negotiations between the two countries.
    Tuesday 27 January 2026
    Taiwan's machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge
    The removal of US tariffs on Taiwan's machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while this short-term resolution eases concerns, long-term challenges such as exchange rate fluctuations remain unresolved. Even as market doubts fade and demand shows signs of recovery, Taiwanese manufacturers cannot afford complacency.
    Tuesday 27 January 2026
    Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues
    Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2% of Taiwan's exports in 2024. This share is projected to rise to roughly 74% in 2025, reflecting the island's unique position in global industrial competition and underscoring profound implications for the country's future industrial trajectory.
    Tuesday 27 January 2026
    GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
    Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.
    Tuesday 27 January 2026
    IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap
    IonQ and SkyWater Technology, the largest exclusively US-based pure-play semiconductor foundry, announced a definitive agreement for IonQ to acquire SkyWater in a cash-and-stock deal valued at approximately US$1.8 billion. Under the terms, SkyWater shareholders will receive US$15 per share in cash and US$20 per share in IonQ stock, subject to a collar, representing a 38% premium to SkyWater's recent trading price.
    Tuesday 27 January 2026
    Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

    Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely on a single foundry. Qualcomm has confirmed plans to return to a dual-track strategy for its processor system-on-chip products, placing orders with both TSMC and Samsung Electronics.

    Tuesday 27 January 2026
    Commentary: Behind the scenes of Jensen Huang's China trip
    While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
    Tuesday 27 January 2026
    Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

    U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark message to US allies: domestic legislative delays will no longer be tolerated.

    Tuesday 27 January 2026
    AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages
    Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience efforts, global shortages of critical power equipment—especially gas turbines and transformers—are inflating costs, delaying projects, and reshaping how the island plans its power future.
    Tuesday 27 January 2026
    Jensen Huang is all about staying alive
    What is the ultimate goal of Nvidia, the dominant force in artificial intelligence? And what, if anything, drives the life of its founder and chief executive, Jensen Huang?
    Tuesday 27 January 2026
    Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
    T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry sources in the semiconductor supply chain note that T-Head has already achieved stable shipments of certain edge AI chips, while its cloud AI chips are primarily used internally by Alibaba Cloud to support AI-related services, demonstrating comprehensive technical capabilities.
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This development signals structural changes in the semiconductor production landscape and has broader implications for global industry competition and US-Taiwan trade relations.
    Monday 26 January 2026
    Lisa Su's toughest call: scrapping AMD's server roadmap

    Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast, A Bit Personal. Following its January 16 debut episode featuring an in-depth conversation with Nvidia CEO Jensen Huang, the series' second episode, released on January 23, spotlighted AMD CEO Lisa Su.

    Monday 26 January 2026
    TAISIC Materials shifts focus to high-end SiC substrates
    Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a targeted strategy emphasizing high-end niche applications and advanced R&D. This approach diverges from scale-based price competition and aims to redefine SiC's functional value within specialized technology sectors.
    Monday 26 January 2026
    China unveils flexible fiber chips, an alternative to traditional silicon architectures
    As traditional silicon-based semiconductors approach physical and manufacturing limits, flexible and non-planar chip architectures are gaining attention as a new direction in global semiconductor research.
    Monday 26 January 2026
    Commentary: China's RISC-V progress from C-Sky to T-Head
    Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry, this Chinese IC design company's roots span more than twenty years of transformation and arduous progress. Its predecessor, C-Sky Microsystems, also plays an important role in China's development of the RISC-V architecture. In review of its evolution, the reason why Alibaba chose this critical moment to push this team onto center stage has become clear.
    Monday 26 January 2026
    Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
    Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.
    Monday 26 January 2026
    India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
    With Micron's ATMP facility moving into commercial production and fresh investments from domestic players, India's semiconductor push is gaining firmer footing. However, despite its deep talent pool, the country's IC design sector continues to face challenges in building global competitiveness.
    Saturday 24 January 2026
    China advances T1000 carbon fiber supply chain for semiconductor materials
    As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to include material stability and equipment performance. Recently, China's development in high-performance carbon fiber has drawn attention from semiconductor equipment makers and advanced manufacturing supply chains.
    Saturday 24 January 2026
    US-Taiwan tariff deal masks deeper semiconductor geopolitics

    While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic milestone, the reaction within the semiconductor supply chain has been more measured.

    Saturday 24 January 2026
    Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
    The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years. Chief among these are energy infrastructure constraints that are throttling AI expansion, a move toward strategic interdependence in regional supply chains, and advancements in packaging technologies that are transforming industry dynamics. These developments signal substantial changes in investment approaches, geopolitical relations, and manufacturing policies worldwide.
    Friday 23 January 2026
    Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom
    Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker listings.
    Friday 23 January 2026
    Taiwan-US semiconductor pact's financing details spark interpretation issues with broader industrial implications
    Taiwan and the US have agreed to reduce tariffs and grant Taiwan most-favored-nation status under Section 232 for semiconductors and related products. However, a major issue has arisen regarding the financing for Taiwan's investment commitments. The US Fact Sheet cites Taiwan's credit guarantee financing as "at least" US$250 billion, while the official Memorandum of Understanding (MOU) between the two specifies an "upper limit" of US$250 billion. This inconsistency has led to questions about the exact nature of Taiwan's financial obligations and how they will be implemented in the future.
    More IC manufacturing coverage
    Research Report Database
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    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    MULTIMEDIA
    Samsung's EUV testing update
    INDUSTRY GUIDEBOOKS
    Will Taiwan, South Korea, Japan join semiconductor alliance with US?
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook