CONNECT WITH US
NEWS TAGGED 2026
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...
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...
Friday 16 January 2026
Taiwan launches Smart Robot Research Center to advance everyday service robotics
The rapid evolution of robots with stable gait and agile manipulation—spotlighted at CES 2026—signals that robots integrated into daily life are moving from vision to reality...
Friday 16 January 2026
Micro LED, robotics, photonics lift LED industry from price wars
The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
Friday 16 January 2026
AI's next bottleneck: Power infrastructure in Taiwan
At CES 2026, physical AI emerged as a central theme as real-world deployments gathered pace. Industry discussions shifted away from isolated performance metrics toward system-level...
Friday 16 January 2026
Foxconn, SoftBank deepen AI ties through sports sponsorships
Hon Hai Precision Industry (Foxconn) announced on January 14 that the 2026 Taiwan Foxconn Ladies Golf Tournament, which it sponsors, has officially been elevated to a main tour event...
Friday 16 January 2026
Memory supply shortage to boost secondhand smartphone market growth
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone 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...

Thursday 15 January 2026
Samsung India business outlook brightened by AI and connected home offerings

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

Thursday 15 January 2026
Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues
At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience...
Thursday 15 January 2026
CES 2026 insights: Taiwan IC designers push beyond consumer markets
The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Thursday 15 January 2026
Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips
Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a...
Thursday 15 January 2026
Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report...
Thursday 15 January 2026
South Korea's memory chip giants pivot back to capacity expansion

As the global memory market enters a prolonged upcycle, South Korea's two leading memory chipmakers, Samsung Electronics and SK Hynix,...