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NEWS TAGGED 2025
Thursday 12 February 2026
Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

Thursday 12 February 2026
Samsung's premium TV discounts reflect pressure from China's expanding mini LED push
Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional...
Thursday 12 February 2026
Foxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive...

Thursday 12 February 2026
TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
Thursday 12 February 2026
SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
Thursday 12 February 2026
Taiwan launches TASA iSPARK space accelerator to enter global space supply chain

The global space economy is entering a period of rapid expansion, with global space tech private investment reaching a record US$12.4...

Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025

Introduction

Thursday 12 February 2026
China claims five places in 2025 global OSAT top 10
The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...
Thursday 12 February 2026
SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
Thursday 12 February 2026
Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

Thursday 12 February 2026
Tesla expands charging network in Taiwan as policy questions persist

Tesla opened Taiwan's largest V4 Supercharger station on Tuesday, expanding its fast-charging network even as questions linger over potential...

Thursday 12 February 2026
MCU makers raise prices as packaging costs surge
The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...
Thursday 12 February 2026
TSMC spillover lifts Xintec testing orders, 2026 growth in sight
Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by...
Thursday 12 February 2026
Chinese MCU price hikes open door for Holtek's quality play
Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...
Wednesday 11 February 2026
The Arizona Fixer and the R&D Architect: TSMC’s new SVP duo step into spotlight
TSMC's board held its first meeting in Kumamoto, Japan, where it approved the promotion of Y.L. Wang and T.S. Chang to senior vice presidents (SVPs), marking a significant leadership...