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Thursday 8 January 2026
India's OSATs are comfortable with materials today, but that may not last
India's backend semiconductor manufacturers are benefiting from a narrow window of materials comfort that is closely tied to the use of legacy packaging technologies.
Thursday 8 January 2026
Qualcomm reportedly in talks with Samsung on 2nm chip production
Qualcomm is reportedly in talks with Samsung Electronics about contract manufacturing of next-generation 2nm chips, discussions that could support Samsung's efforts to revive its loss-making foundry business.
Thursday 8 January 2026
Taiwan outlines strategy to bolster semiconductor and AI industries in 2026
The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors.
Thursday 8 January 2026
CES 2026: Taiwan researchers showcase neuromorphic chip breakthroughs
To overcome AI's limits, a bridge must be built between computer science and biology, according to Kea-Tiong Tang, a professor from Taiwan's National Tsing Hua University (NTHU) and a leading scholar in neuromorphic computing. Tang recently led a Taiwan team to the US for CES in 2026, demonstrating efforts to break from the traditional von Neumann architecture.
Thursday 8 January 2026
Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments
Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly by 0.38% from the previous month but up 31.26% year over year. Consolidated revenue for the fourth quarter of 2025 reached NT$4.79 billion, marking a 6.83% sequential increase and a 29.37% rise compared to the same quarter last year. However, full-year 2025 consolidated revenue totaled NT$16.64 billion, reflecting a 4.69% decline compared with full-year 2024.
Thursday 8 January 2026
Why TSMC is giving mature fabs billion-dollar makeovers
TSMC is undertaking significant upgrades at its existing 8-inch and 12-inch fabrication facilities that process chips at 90nm and above, while accelerating expansion for cutting-edge 2nm and below technologies. Semiconductor equipment suppliers confirm major reconstruction projects are underway at TSMC's Hsinchu 6-inch (Fab 2) and 8-inch fabs (Fab 3, 5, 6, and 8), reflecting the company's response to robust market demand.
Thursday 8 January 2026
KLA opens R&D and Innovation Hub in Chennai to boost India semiconductor ecosystem
US-based semiconductor process control and process-enabling technology leader KLA Corporation has inaugurated a new INR3 billion (approx. US$36 million) R&D and Innovation Hub in Chennai, marking a major expansion of its operations in India. The 311,000-square-foot facility is designed to accommodate up to 1,300 employees and will strengthen KLA's software engineering, artificial intelligence (AI), and process control capabilities.
Thursday 8 January 2026
Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand
Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center operators, according to its preliminary consolidated financial results released under fair disclosure rules.
Thursday 8 January 2026
Yageo subsidiary Pulse takes the lead in raising ferrite bead prices as silver price surges
Taiwan-based passive component giant Yageo continues to be affected by and respond to price hikes. Following Kemet's two price increases for tantalum capacitors within six months in 2025, the group's magnetic components brand Pulse has now also announced price increases due to persistently elevated prices of key raw materials, including silver.
Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence demand shifts leverage toward chipmakers, according to Morgan Stanley.
Wednesday 7 January 2026
Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed NT$1.8 billion (approx. US$57.21 million). The figure not only marked a record high for a single month, but also propelled the company's fourth-quarter 2025 and full-year revenues to new all-time highs.
Wednesday 7 January 2026
TSMC's secret behind countering quake risks
TSMC sustained minor losses from the December 27, 2025, earthquake near Yilan, thanks to comprehensive seismic management implemented after the 1999 earthquake. These measures safeguarded costly equipment and support stable semiconductor output despite a magnitude 7.0 quake.
Wednesday 7 January 2026
TSMC names Gina Proctor Treasurer of Arizona subsidiary

TSMC appointed Gina Proctor as treasurer of its TSMC Arizona Corporation subsidiary effective January 6, 2026, according to a regulatory disclosure filed in Taiwan.

Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production target. The project is a central component of the company's plan to expand memory production amid rising AI-driven demand. Samsung is currently mobilizing thousands of workers daily and has launched simultaneous bidding for utility infrastructure to compress the traditional build timeline.

Wednesday 7 January 2026
Taiwan seeks deeper Europen cooperation in 6G, smart manufacturing
As the Russia-Ukraine war continues into its fourth year, Taiwan is looking to strengthen its partnership with Europe. The government aims to expand cooperation across investment, scientific research, and trade.
Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national security considerations.
Tuesday 6 January 2026
CES 2026: Intel's 18A Panther Lake narrows the gap between iGPUs and discrete graphics
At CES 2026, Intel unveiled its first mobile processor built on the 18A advanced process node, the Core Ultra Series 3, code-named Panther Lake. The launch marks Intel's first large-scale production of 18A chips at Fab 52 in Chandler, Arizona, a milestone seen as critical to reviving its mobile PC business. The debut also served as a direct response to lingering market doubts over Intel's process-node execution, signalling renewed confidence in its next-generation manufacturing roadmap.​
Tuesday 6 January 2026
TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages, equipment maintenance, corporate culture, and labor laws as factors lagging behind Taiwan operations, with a sharp profit collapse expected by the third quarter of 2025.
Tuesday 6 January 2026
Honda delays China factory restart as Nexperia dispute continues to disrupt supply

Honda Motor said on January 5 that it would delay the reopening of three factories operated by its Chinese joint venture, GAC Honda, after a key automotive chip supplier, Nexperia, halted shipments. The restart, originally scheduled for January 5, has been pushed back two weeks to January 19.

Tuesday 6 January 2026
Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last year during a downturn in the memory market, but is now expanding capacity as demand for high-bandwidth memory (HBM) used in AI recovers.

Tuesday 6 January 2026
DCC Technology rebrands as Nexora, subsidiary targets military and aerospace
Field-programmable gate array (FPGA) designer DCC Technology recently held a shareholders' meeting and approved a company name change. After completing administrative procedures, the company officially announced its new name as Nexora. The name combines tech themes like "Next" and "Aurora" to signify "the next dawn," symbolizing a commitment to innovation built on a solid technical foundation while looking toward long-term industry development.
Tuesday 6 January 2026
China accelerates semiconductor self-sufficiency through foundry M&A: updates on Hua Hong, SMIC
China's semiconductor sector is entering a new phase of domestic consolidation, as leading foundries Hua Hong Semiconductor and SMIC move to tighten control over key manufacturing assets. The deals reflect Beijing's drive to localise chip production, strengthen mature-node capacity, and curb reliance on external supply chains amid sustained US-China technology tensions.
Tuesday 6 January 2026
Taiwan leverages AI export surge to boost tourism, domestic demand
At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance computing (HPC), and cloud services. Production indices are expected to register double-digit year-over-year growth, with key indicators like demand, raw material inputs, and pricing all trending upward.
Tuesday 6 January 2026
China Mobile, CNBM anchor Huaxin Micro-Nano's 8-inch MEMS expansion
China's drive to localize high-value sensor manufacturing gained momentum this week, as China Mobile and China National Building Material (CNBM) Group became core shareholders of Anhui Huaxin Micro-Nano Integrated Circuit Co., an emerging domestic MEMS foundry specializing in 8-inch wafers.
Tuesday 6 January 2026
Chinese chipmakers confront yield challenges despite localization push
China is speeding up efforts to localize its semiconductor supply chain to overcome US restrictions on high-end technology exports. Supply chain sources acknowledge that while Chinese manufacturers are advancing rapidly, significant technical bottlenecks remain in the mass production of advanced processes.