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Wednesday 25 February 2026
PGC profits rebound in 2025 with sub-12nm processes exceeding 70% of revenue
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.
Wednesday 25 February 2026
India's Kaynes Semicon deepens ties with Synopsys in push toward advanced packaging
Kaynes Semicon, the semiconductor assembly and test arm of Kaynes Technology India Ltd., has adopted engineering simulation software from Synopsys to strengthen its outsourced semiconductor assembly and testing (OSAT) operations, as part of a broader strategy to expand into advanced chip packaging.
Wednesday 25 February 2026
AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking one of the largest AI infrastructure partnerships to date and potentially exceeding US$100 billion in value.
Wednesday 25 February 2026
Intel taps SambaNova for AI inference push via partnership and minority stake
Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks to strengthen its position in the fast-growing AI inference market.
Wednesday 25 February 2026
TI posts rare first-quarter growth driven by turn orders and data center momentum
Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality than usual, with revenue typically ranging from a low-single-digit decline to flat. Analysts noted that this sequential growth guidance marks what appears to be the first of its kind for the company in roughly 15 years. Earnings per share for the same period are expected to range from US$1.22 to US$1.48.
Wednesday 25 February 2026
Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most markets, underscoring uneven recovery trends and lingering demand uncertainty.
Wednesday 25 February 2026
Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch
Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the long-rumored N1 and N1X PC chips, which have circulated in industry reports for the past two years but have yet to be officially announced. The N1 series chips appear ready and have reportedly completed product development with major PC brands, with Lenovo said to be one of the most critical partners in the collaboration.
Wednesday 25 February 2026
TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as its Sherman fab ramps ahead of schedule, while monitoring indirect demand shifts tied to volatility in memory markets.
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the country's skilled workforce.
Wednesday 25 February 2026
Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the complex, decades-long interdependence between "the world's greatest company" and its primary manufacturing hub. The interview highlighted a critical crossroads: as Chinese "red supply chain" firms squeeze out traditional partners, Taiwanese giants are leveraging their Apple-honed expertise to lead the global AI revolution.

Tuesday 24 February 2026
A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
What if the next pillar of the global semiconductor industry isn't built in one country — but three?
Tuesday 24 February 2026
CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving growth in the global probe card market. Technologically, as signal contact density and probe pin counts continue to rise, the requirements for guide plate hole counts and structural precision in a single probe card are also increasing accordingly.
Tuesday 24 February 2026
Taiwan says 15% US tariff caps worst-case risk, but exporters face uneven outlook
Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive tariff increase of 15%, a move Taiwanese officials say is less damaging than the alternative previously anticipated.
Tuesday 24 February 2026
Infineon bets on humanoid robots, targets AI data center-level growth
In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support the company's stable performance amid margin pressures.
Tuesday 24 February 2026
ASML lifts EUV power to 1,000W, targets 50% chip output gain by 2030

ASML has unveiled an extreme ultraviolet (EUV) upgrade that could raise chip output per scanner by up to 50% by 2030, without expanding cleanroom space or adding new tools.

Tuesday 24 February 2026
Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.
The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting the administration to switch to Section 122 of the Trade Act of 1974 and impose a temporary additional 15% tariff on global goods. The change has immediate implications for previously negotiated exemptions and for Taiwan's export sectors.
Tuesday 24 February 2026
"Buyer beware": Trump threatens steeper tariffs after court setback
U.S. President Donald Trump has issued a severe new warning to U.S. trading partners following a recent Supreme Court decision that quashed his previous global duties.
Monday 23 February 2026
IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February 24, 2026, following a February 20 executive order titled "Ending Certain Tariff Actions." While the rollback removes a major cost burden for importers, President Donald Trump's plan to impose a broad 15% tariff on most global imports threatens to offset much of the relief, especially for the technology sector.

Monday 23 February 2026
US tariff ruling puts Taiwan chips in the crosshairs
The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the US AI industry.
Monday 23 February 2026
Can Polymatech anchor India's compound semiconductor supply chain?
Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics.
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this year.
Monday 23 February 2026
AMD replicates Nvidia's playbook to backstop US$300 million Crusoe loan
Advanced Micro Devices (AMD) is making a bold pivot by guaranteeing a US$300 million loan for cloud startup Crusoe, signaling a shift from pure hardware competition to financial engineering in the AI chip market. The loan, arranged by Goldman Sachs, will allow Crusoe to purchase AMD AI accelerators — including the Instinct MI450 series — for installation in a new Ohio data center being built by Canadian firm 5C, backed by Brookfield.
Monday 23 February 2026
Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy
Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor production under its "Shell First" strategy.
Monday 23 February 2026
Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty
Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.
Sunday 22 February 2026
Analysis: Trump's curtailed tariff powers strengthen Beijing's leverage and rattle Asian allies
In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately.