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Thursday 26 February 2026
Frenemies by necessity: Taiwan and South Korea's AI balancing act
Taiwan and South Korea have long defined the frontlines of global tech rivalry. Now, that relationship is evolving into something far more nuanced. Driven by the demands of the AI...
Wednesday 25 February 2026
UMC streamlines leadership: Jason Wang named CEO as co-president model concludes
Leading global semiconductor foundry, United Microelectronics Corporation (UMC), has announced on February 25, 2026, a significant restructuring of its executive leadership structu...
Wednesday 25 February 2026
SK Hynix signals seller's market as memory prices set to climb all year
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,"...
Wednesday 25 February 2026
Chart: Why Taiwan's OSAT sector just flipped the switch

The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms...

Wednesday 25 February 2026
TSMC's record profits signal AI boom far from over
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...
Wednesday 25 February 2026
Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
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...
Wednesday 25 February 2026
China targets fivefold jump in advanced chip output to fuel AI expansion
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...
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...
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...
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...
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...
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...
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...
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...
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...