Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer. He will also join the Sustainable Development & Nominating Committee.

SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market," with prices expected to climb throughout 2026.

Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is now turning to Nvidia, whose latest quarterly results are widely expected to surpass already lofty forecasts.

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased capacity utilization rates, but the company has also negotiated with customers for ABF and BT substrates to gradually reflect rising raw material costs. These factors drove a marked improvement in operations in the fourth quarter of 2025, with single-quarter profits surpassing the combined total of the previous three quarters.

China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor and software industries to open-source compliance risks.

Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial Park from major IC substrate maker Unimicron. The facility will serve as Sigurd's second Hukou plant, slated to begin operations in 2H26 alongside its existing site to jointly support customer needs.

China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar with the matter cited by Nikkei Asia.

Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker says will support product expansion and strengthen the two companies' partnership.

Benefiting from a continued increase in high-end process non-recurring engineering (NRE) projects, Progate Group Corporation (PGC) reported fourth-quarter 2025 revenue of NT$415 million (US$13.21 million), down 10.2% from the previous quarter but surging 107.1% year over year, marking the company's second-highest quarterly revenue on record. Full-year 2025 revenue reached a record NT$1.35 billion, up 97.8% from 2024, with earnings per share (EPS) climbing to NT$2.06, surpassing the previous year's NT$1.65.

The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics (Semco) is reportedly shifting focus from volume to pricing, while Murata Manufacturing has signaled possible price hikes as early as March 2026.