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Tuesday 10 February 2026
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its advanced packaging push, which is shifting from a supporting function toward a core manufacturing strategy.
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 the Arizona campus, while strengthening ties with partners such as TSMC to facilitate a strategic shift in global capacity to the US.
Tuesday 10 February 2026
Analysis: How Singapore turns talent, R&D into an optics edge
Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia. This ascent is the result of a long-term strategy to internationalize its education system and labor force.
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major asset divestment has been completed without litigation.
Tuesday 10 February 2026
Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across key end markets even as near-term recovery expectations remain measured.
Tuesday 10 February 2026
Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment
On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing applications, while outlining an aggressive capital spending plan to capture future AI-driven demand.
Tuesday 10 February 2026
Japanese election landslide puts Korean spotlight on chips, Rapidus and TSMC
Japanese Prime Minister Sanae Takaichi secured a decisive victory in the February 8, 2026, lower house election after her Liberal Democratic Party (LDP) won 316 seats, surpassing the two-thirds threshold required to control parliamentary committees and initiate constitutional revisions.
Monday 9 February 2026
Advanced chip testing demand climbs; KYEC consolidates global lead, steps up local recruitment
King Yuan Electronics Co. (KYEC) held its year-end banquet, where chairman C.K. Lee said that collaboration with employees, customers, and suppliers has positioned the company as a major chip testing provider in the global semiconductor supply chain. Advanced chip testing has become the core driver of business growth. The company has expanded beyond being a major employer in Miaoli, with total headcount exceeding 8,600.
Monday 9 February 2026
Weekly news roundup: chips, software, geopolitics reshape tech
Below are the most-read DIGITIMES Asia stories from the week of February 2-9, 2026.
Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing renewed attention to the future direction of Japan's semiconductor and defense technology agenda.
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 visibility in AI demand helps offset pressures from memory shortages and higher component prices affecting smartphones and consumer electronics.
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 across cloud data centers and various edge devices. He noted that following the rise of generative AI and agentic AI, physical AI is also anticipated to see more mature applications and development within the next two to three years.
Monday 9 February 2026
India, Malaysia forge strategic pact on chips, energy and digital payments
India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation across semiconductors, clean energy, digital finance, and security that carries implications for supply chains, the Indo-Pacific balance, and South–South economic integration.
Monday 9 February 2026
India's semiconductor push shifts focus under ISM 2.0 from fabs to design, equipment and IP
According to The Economic Times, India's Electronics and IT Minister Ashwini Vaishnaw said India Semiconductor Mission (ISM) 2.0 will prioritise chip design companies and startups, followed by building a domestic ecosystem for semiconductor equipment and materials, and strengthening the talent pipeline to support end-to-end semiconductor development.
Monday 9 February 2026
Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning silicon photonics as a key technology for high-speed AI networking.

Monday 9 February 2026
TSMC supports Japan's advanced packaging plant construction
TSMC chairman C.C. Wei recently visited Japan and appeared alongside Prime Minister Sanae Takaichi to jointly announce that Kumamoto Fab 2 will be upgraded from a 6nm to a 3nm process, signaling Japan's plan to reclaim its semiconductor glory. However, according to supply chain sources, when the Japanese government first invited TSMC to build fabs in Kumamoto, it had already mapped out three major strategies that included advancing advanced packaging and constructing new facilities. Most importantly, Japan aims to leverage its strengths in equipment and materials to reinforce its critical position and bargaining power in the advanced packaging industry chain.
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister of Economic Affairs Ming-hsin Kung said on February 5 that despite a high base effect from the previous year, Taiwan is expected to maintain resilience and flexibility into 2026.
Monday 9 February 2026
India roundup: India's annual budget to boost AI and chip ecosystem
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as India diversifies trade partners.
Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering a powerful start to 2026. From advanced cooling solutions and ASIC thermal modules to satellite communications components and semiconductor testing services, companies such as Microloops, Universal Microwave Technology (UMT), and MSScorps are seeing demand surge, translating into record revenues and strengthening growth visibility for the year ahead.
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 supply chains struggle to scale fast enough to meet surging demand.
Monday 9 February 2026
India advances semiconductor ambitions as TSMC fabricates DLI-backed startup chips
India marked a milestone in its semiconductor push as seven chip designs from startups under the design-linked incentive (DLI) scheme were successfully fabricated, including advanced nodes at Taiwan Semiconductor Manufacturing Co. (TSMC). The progress underscores India's aim to develop indigenous chip design and manufacturing capabilities amid global supply constraints.
Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter of 2025, driven by broad-based product growth and expanding market share across key segments.

Sunday 8 February 2026
Record Japan blizzard threatens AI chip supply chains
A record-breaking blizzard driven by extreme weather has battered Japan's northern Aomori Prefecture, dumping snow at more than two and a half times the historical average. The storm has claimed lives, paralyzed local commerce, and raised fresh concerns about the resilience of global technology supply chains.
Sunday 8 February 2026
GlobalFoundries reinvent wafer services by integrating IP to meet evolving market demands
The traditional wafer foundry model is transforming as leading foundries increasingly incorporate intellectual property (IP) into mature technology nodes to address economic pressures and shifting customer needs. Nearly four decades after TSMC founder Morris Chang separated chip design from wafer manufacturing, foundries are evolving from mere silicon suppliers into broader infrastructure providers offering extended platform support.
Saturday 7 February 2026
A close reading of the book behind TSMC's Japan bet
TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime Minister Sanae Takaichi—one that C.C. Wei chose to endorse in public when the deal was finally unveiled. That book offers a useful guide to why TSMC's 3nm future is being built in Kumamoto.