SEALSQ Corp, a developer of semiconductors and post-quantum technology solutions, announced on January 21, 2026, that it has signed a non-binding Memorandum of Understanding (MoU) with the Government of Gujarat and Kaynes SemiCon Private Limited, a subsidiary of Kaynes Technology India Limited. The agreement outlines plans to develop India's first Secure Semiconductor Design, Test, and Personalization Center focused on post-quantum cryptography technologies.

Micron Technology will start commercial semiconductor production at its US$2.75 billion ATMP facility in Sanand, Gujarat, by the end of February 2025, India's electronics and IT minister Ashwini Vaishnaw told the Economic Times.

Price increases for resistors are spreading across the passive components industry. After reported hikes by Taiwan-based market leader Yageo and supplier Formosan Rubber, Walsin Technology has notified customers that it will raise prices for chip resistors starting February 1, 2026, citing rising costs and shifting supply-demand conditions.

Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker listings.

ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific integrated circuits (ASICs), its subsidiary Universal Scientific Industrial (USI) is also expanding in optical communications. USI recently announced that it has completed the acquisition of a controlling stake in Chengdu-based EugenLight Technologies.

Taiwan and the US have agreed to reduce tariffs and grant Taiwan most-favored-nation status under Section 232 for semiconductors and related products. However, a major issue has arisen regarding the financing for Taiwan's investment commitments. The US Fact Sheet cites Taiwan's credit guarantee financing as "at least" US$250 billion, while the official Memorandum of Understanding (MOU) between the two specifies an "upper limit" of US$250 billion. This inconsistency has led to questions about the exact nature of Taiwan's financial obligations and how they will be implemented in the future.

Samsung Electronics' foundry division is expected to increase factory utilization to the 60%–70% range this year as the company focuses on improving profitability ahead of large-scale artificial intelligence chip production for Tesla, according to South Korean media reports, including The Asia Business Daily and ZDNet Korea.

At the recent World Economic Forum in Davos, India's IT Minister outlined the country's efforts to boost its semiconductor industry, highlighting the emergence of 24 Indian IC design startups, with 18 benefiting from venture capital investments. This underscores India's drive to reclaim a significant role in integrated circuit design amid concerns over ongoing talent migration to foreign firms.

Rayzher Industrial, a leader in high-tech gas supply systems, approved organizational restructuring and senior management changes at its board meeting on January 22. The company established an Innovation Business Group to support growth aligned with global semiconductor and advanced manufacturing industry trends.

Thailand is reinforcing its ambitions as a regional technology hub, approving US$3.1 billion in data center projects while unveiling a national semiconductor and advanced electronics strategy aimed at building a fully integrated "Made-in-Thailand" chip ecosystem by 2050.

Under the leadership of Sino-American Silicon Products Group (SAS) chairwoman Doris Hsu, 2026 was set to be a pivotal year for the group's compound semiconductor business unit, which was to advance aggressively. This outlook stemmed from SAS's deep positioning in high-performance power electronics and communication components, particularly its proactive deployment targeting AI servers and next-generation communication technologies.