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    Taiwan ODMs split in early 2026 as business transition takes hold
    22min ago
    NEWS TAGGED WAFER
    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
    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
    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...
    Wednesday 11 February 2026
    Silan raises device prices about 10% from March, signaling wider cost pass-through
    On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe...
    Wednesday 11 February 2026
    TSMC equipment donation split between two institutes as TSRI expansion hits roadblock
    TSMC's donation of 12-inch wafer fabrication equipment is being divided between two government research facilities, with the Taiwan Semiconductor Research Institute (TSRI) and the...
    Wednesday 11 February 2026
    SMIC breaks 2025 revenue record, margins fall to 19.2%
    On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
    Tuesday 10 February 2026
    Vanguard sees modest recovery as capacity use rises in early 2026

    Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

    Tuesday 10 February 2026
    Commentary: From retreat to return, SMIC's long road back to advanced packaging
    China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
    Monday 9 February 2026
    512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

    The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

    Sunday 8 February 2026
    GlobalFoundries reinvent wafer services by integrating IP to meet evolving market demands
    The traditional wafer foundry model is transforming as leading foundries increasingly incorporate intellectual property (IP) into mature technology nodes to address economic pressures...
    Friday 6 February 2026
    TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
    To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development...
    Friday 6 February 2026
    Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla
    The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence...
    Friday 6 February 2026
    Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
    Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
    Friday 6 February 2026
    PSMC narrows losses as DRAM prices and AI demand boost revenue
    Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
    Thursday 5 February 2026
    Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
    Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...
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    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook