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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    Jan 14, 18:38
    China aims to reduce reliance on Japanese photoresists
    Jan 14, 18:37
    Memory price surge drives smartphone panel prices down in 1Q26
    Jan 14, 18:37
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    Jan 14, 18:37
    Grid capacity will be key to AI and industrial competition
    Jan 14, 18:37
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    Jan 14, 18:37
    NEWS TAGGED WAFER
    Wednesday 14 January 2026
    Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
    TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
    Wednesday 14 January 2026
    Trymax ?? Plasma-based etching, stripping and curing process equipment maker

    Trymax Semiconductor B.V. provides plasma-based etching, stripping, and curing process equipment for advanced semiconductor packaging, targeting applications in dry descum,...

    Monday 12 January 2026
    Musk vows to build 2nm fab, claims industry got cleanroom wrong
    Elon Musk recently declared that the semiconductor industry has erred in cleanroom design. As CEO of Tesla and SpaceX, Musk promised that once Tesla establishes a 2nm process wafer...
    Monday 12 January 2026
    India roundup: India's OSATs are comfortable with materials today, but that may not last
    India's backend semiconductor makers see temporary relief from material constraints linked to legacy packaging, as KLA opens a US$36 million R&D hub in Chennai to boost AI, software,...
    Sunday 11 January 2026
    WinWay reports record revenue growth driven by AI demand in 2025
    Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing...
    Friday 9 January 2026
    Commentary: China's DCS probe against Japan shows where substitution is viable
    China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
    Friday 9 January 2026
    Tata Power to launch India's largest solar ingot and wafer facility
    Tata Power Renewable Energy, a subsidiary of Tata Power, plans to establish a greenfield 10GW ingot and wafer manufacturing facility in Nellore district, Andhra Pradesh, with an investment...
    Thursday 8 January 2026
    PentaPro Materials enters TSMC supply chain with NT$3 billion Taiwan expansion
    PentaPro Materials Inc., a Taiwanese supplier of semiconductor process chemicals, has joined the supply chain of TSMC and plans to invest NT$3 billion (US$95 million) in a second manufacturing...
    Thursday 8 January 2026
    Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments
    Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly...
    Tuesday 6 January 2026
    TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
    Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages,...
    Monday 5 January 2026
    Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity

    China's domestic foundry expansion gained momentum this week as Nexchip Semiconductor broke ground on its Phase IV project in Hefei, committing...

    Friday 2 January 2026
    US approval of TSMC equipment exports to China reflects strategy shift
    Following reports that the US government had granted annual export licenses to South Korea's Samsung Electronics and SK Hynix, the US Department of Commerce (DOC) has also approved...
    Friday 2 January 2026
    China's CXMT moves toward IPO with global DRAM share nearing 4%
    China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to surpass...
    Thursday 1 January 2026
    China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process
    The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...
    Thursday 1 January 2026
    Spirox to ship self-developed TSV inspection equipment in 1H26, easing wafer fab bottlenecks
    Veteran semiconductor equipment distributor Spirox has successfully entered the advanced packaging supply chain in the second half of 2025 with its self-developed advanced optical...
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    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook