News tagged IC manufacturing at DIGITIMES

NEWS TAGGED IC MANUFACTURING

Friday 16 January 2026

US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear

The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations,...

Friday 16 January 2026

US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key...

Friday 16 January 2026

Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge

Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

China expedites photoresist localization to reduce Japan reliance

With China and Japan launching successive anti-dumping probes and export controls on rare earths and key semiconductor materials, the risk of China's advanced-process supply chain...

Friday 16 January 2026

Tesla CEO reveals China's AI edge as xAI sparks US data center power race

According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that...

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

South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

South Korean industry and government officials are monitoring a new trade agreement between the US and Taiwan that links semiconductor...

Friday 16 January 2026

Taiwan secures preferential US tariff treatment for semiconductors

Taiwan's Executive Yuan announced early Thursday that it had secured preferential tariff treatment from the United States on semiconductors and related products, marking a significant...

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

Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

The United States and Taiwan formalized a significant trade and investment agreement on January 15, 2026, establishing a new framework for bilateral...

Friday 16 January 2026

Commentary: 90-day negotiation is key in US chip tariffs

The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...

Friday 16 January 2026

Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector

Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...

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

Taiwan accelerates drive to build silicon photonics ecosystem

Taiwan's government is stepping up cross-ministerial support to build a domestic silicon photonics ecosystem, with a focus on strengthening...

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