CONNECT WITH US
Saturday 17 January 2026
TSMC speeds up US expansion while keeping FX strategy simple
TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to rebuild domestic chip manufacturing.
Saturday 17 January 2026
NIAR launches chip-level advanced packaging platform to boost Taiwan's semiconductor edge
As the global semiconductor industry enters the post-Moore's Law era amid surging demand for artificial intelligence (AI) and high-performance computing (HPC), advanced packaging has become a critical technology shaping technological competitiveness and industrial layout. On January 13, 2026, Taiwan's National Institutes of Applied Research (NIAR) unveiled its chip-level advanced packaging R&D platform.
Saturday 17 January 2026
Samsung DS rebounds to record KRW20 trillion under new leadership
Samsung Electronics Vice Chairman Jun Young-hyun, since his appointment in May 2024, has spearheaded significant changes at the company's Device Solutions (DS) division, reversing the company's decline in high-bandwidth memory (HBM) technology. Samsung's semiconductor business, once trailing behind Korean rival SK Hynix, has regained competitiveness amid rising AI demand, according to reports from JoongAng Daily and The Korea Times.
Saturday 17 January 2026
Amkor to close longstanding Japan chip plant as EV demand slows

Amkor Technology, the US-based semiconductor packaging and testing company, said it will close its Hakodate plant in northern Japan by December 2027, citing weak demand stemming from a slowdown in the global electric vehicle (EV) market. The factory, located in the town of Nanae in Hokkaido, specializes in packaging chips used in automobiles.

Saturday 17 January 2026
TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt
Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated that fluctuations in component costs like memory have a limited impact and remains optimistic about product lines such as high-end smartphones and PCs.
Saturday 17 January 2026
Canon eyes 2027 inkjet wafer planarization launch

Canon said on January 13 that it has developed a new wafer planarization technology designed to uniformly smooth surface irregularities during semiconductor manufacturing. The process applies resin materials using inkjet printing and then presses a glass plate onto the surface, using a stamping-like method to achieve planarization.

Saturday 17 January 2026
TSMC chair confirms long-term AI demand and commitment to US expansion
At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated that AI demand is real and sustainable, underpinning TSMC's aggressive investment strategy.
Saturday 17 January 2026
Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from US-based AI customers supports TSMC's capacity expansion in the US, prompting back-end packaging and testing supply chain partners to consider expanding their US presence.
Friday 16 January 2026
How the 'Taiwan Model' works in Washington's latest tariff deal
After months of high-stakes negotiations, Taiwan has secured a reciprocal tariff rate of 15% with the United States. Officials in Taipei are presenting the result as both a diplomatic breakthrough and a strategic recalibration of Taiwan's place in the global supply chain.
Friday 16 January 2026
Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry
Qualcomm is in talks with Samsung Electronics over contract manufacturing of 2nm chips, a move that could reportedly support Samsung's loss-making foundry business as customers reassess reliance on TSMC, according to Reuters and Korean media reports.
Friday 16 January 2026
Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts
Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating benefits from order shifts driven by Nexperia. Market analysts project that these effects will take full shape in the first quarter of 2026. Concurrently, these firms are developing power management products to enter the growing AI server market, driven by rising demand for higher power density in AI data centers.
Friday 16 January 2026
US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear
The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations, phased targets, or completion deadlines, giving both sides broad flexibility.
Friday 16 January 2026
US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks
The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key suppliers. Against this backdrop, a high-level Taiwanese delegation is in Washington for a new round of trade negotiations aimed at safeguarding Taiwan's semiconductor sector and its role in the global, AI-driven supply chain.
Friday 16 January 2026
Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding capacity, firms like MPI Corp., WinWay Technology, Chunghwa Precision Test Tech., Keystone Microtech, and Hermes Testing Solutions have reported record annual revenues, highlighting the sector's robust momentum.
Friday 16 January 2026
Commentary: TSMC's unstoppable momentum faces one wild card
Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Almost.
Friday 16 January 2026
China expedites photoresist localization to reduce Japan reliance
With China and Japan launching successive anti-dumping probes and export controls on rare earths and key semiconductor materials, the risk of China's advanced-process supply chain being "choked" by critical material shortages is rising.
Friday 16 January 2026
Tesla CEO reveals China's AI edge as xAI sparks US data center power race
According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that the country will far surpass others globally in supporting AI operations.
Friday 16 January 2026
US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion
The US and Taiwan reached a trade agreement on January 15, 2026 (US time), cutting reciprocal tariffs on most Taiwanese goods from 20% to 15% without stacking them onto existing most-favored-nation rates. Taiwan's Executive Yuan said semiconductors and related products will receive the most favorable treatment under Section 232 of the Trade Expansion Act. The pact also includes commitments on supply-chain investment and strategic cooperation in artificial intelligence.​
Friday 16 January 2026
South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

South Korean industry and government officials are monitoring a new trade agreement between the US and Taiwan that links semiconductor investment to import duty exemptions, with officials in Seoul saying that any future US-South Korea talks should not leave Korea worse off than Taiwan. Officials view the terms as a potential benchmark for future US-South Korea trade negotiations.

Friday 16 January 2026
Taiwan secures preferential US tariff treatment for semiconductors
Taiwan's Executive Yuan announced early Thursday that it had secured preferential tariff treatment from the United States on semiconductors and related products, marking a significant breakthrough in bilateral trade negotiations amid intensifying geopolitical and supply-chain pressures.
Friday 16 January 2026
TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand for new capacity buildouts, the company also emphasized during the call that development costs for each new advanced process node have risen significantly compared to the previous generation. While TSMC stressed that it will not adopt opportunistic price hikes, it will continue to insist on earning the appropriate value for its technology.
Friday 16 January 2026
Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

The United States and Taiwan formalized a significant trade and investment agreement on January 15, 2026, establishing a new framework for bilateral economic relations.

Friday 16 January 2026
Commentary: 90-day negotiation is key in US chip tariffs
The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been set at 25%; chips imported for data centers, startups, technology R&D, maintenance and replacement, consumer applications, industrial control applications, as well as any chips used to build US industries, are all exempt from the tariffs.
Friday 16 January 2026
Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream silicon wafer suppliers showed signs of stabilization but not a full rebound, while regenerated wafers and advanced-process-related consumables outperformed. By contrast, traditional process materials such as photomasks remained under pressure, while packaging materials showed clear divergence in response to AI-driven demand.
Thursday 15 January 2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial intelligence (AI) is reshaping the semiconductor industry's growth trajectory rather than inflating a short-lived bubble.