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Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas: system-level integration led by original design manufacturer (ODM)/electronics manufacturing services (EMS) manufacturers, and a set of high-power, AI-specific components—especially thermal solutions, rack hardware, and high-speed optical interconnect.
Tuesday 20 January 2026
PowerTech and ChipMOS report robust November profits amid strong memory demand
Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector. PowerTech posted a net profit after tax of NT$786 million (US$24.85 million), up 16.27% year over year, while ChipMOS reported NT$255 million, a 240% increase compared to the previous year.
Tuesday 20 January 2026
Incentives out, tariffs in: Why Micron's New York megafab matters far beyond memory chips
The global contest for semiconductor leadership took a confrontational turn this week. US officials used Micron Technology's groundbreaking in upstate New York to deliver blunt warnings to foreign rivals.
Tuesday 20 January 2026
Micron's DRAM licensing to Powerchip reshapes DDR4 supply
After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo, Miaoli, for US$1.8 billion in cash. In addition to the acquisition, Micron will assist Powerchip's niche DRAM foundry business, a move expected to significantly impact DDR4 memory supply and demand dynamics.
Tuesday 20 January 2026
Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter and a 10% to 15% increase in sales volume. This boosted the quarterly gross margin to 49%, improving approximately 30.5pp from the third quarter. Fourth-quarter net profit after tax surged to NT$11.08 billion (US$351.08 million).
Tuesday 20 January 2026
Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi, Oppo, Vivo, and Transsion have reportedly reduced their full-year smartphone shipment forecasts amid escalating upstream material costs that are increasingly pressuring mid- to low-end device segments, particularly those targeting overseas markets.
Tuesday 20 January 2026
Samsung Device Solutions eyes 47% bonuses after profit surge

Samsung Electronics on January 16 announced payout ratios for its 2025 excess profit performance incentive, with the Device Solutions (DS) division set to receive bonuses equivalent to 47% of annual base salary. The level represents a sharp rebound from 14% for 2024 and zero in 2023.

Tuesday 20 January 2026
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable impacts. The surge in memory costs is not only driving up production expenses but also compressing profit margins for vendors and system integrators globally.
Monday 19 January 2026
SSD controllers face five challenges as NAND shortage drives sky-high prices
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase high-capacity SSDs. At the same time, a severe shortage of fiberglass cloth has also emerged, which is expected to push SSD controller prices upward as well. The NAND shortage will be severe enough to set new record highs for market prices, potentially creating five major challenges for controller manufacturers, who must accelerate their strategies to compete in AI and enterprise server markets.
Monday 19 January 2026
Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth memory, or HBM3E. Micron said at a recent earnings call that while demand for sixth-generation HBM4 is strong, it is also responding to additional growth in HBM3E demand.
Monday 19 January 2026
TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools
Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are expected to weigh on overall end-market demand. The surface-mount technology provider said it remains cautious on consumer electronics while seeing clearer growth momentum in DRAM modules and automotive applications in 2026.
Monday 19 January 2026
China's Innosilicon launches LPDDR6 IP with commercial shipments
As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X combo IP has successfully shipped to major customers.
Monday 19 January 2026
Weekly news roundup: memory shortages, packaging power, TSMC's global pivot
Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.
Monday 19 January 2026
Advantest ATE lead times remain tight as AI and memory markets expand
As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with average product lead times exceeding six months. The company expects that once the newly expanded assembly capacity is fully in place in 2026, order backlogs will be further alleviated.
Monday 19 January 2026
Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors
Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The firm's fourth-quarter revenue reached an annual high, slightly exceeding its own guidance provided in the previous quarter.
Sunday 18 January 2026
SK Hynix reportedly completes 1a DRAM upgrade at Wuxi plant in China

SK Hynix has reportedly finished converting its key DRAM production facility in Wuxi, China, to the fourth-generation 1a process. The company reached the manufacturing milestone despite US export controls that limit exports of advanced semiconductor equipment to China.

Sunday 18 January 2026
South Korea signs IP pact again, China-linked tech leaks still dominate
South Korea's Intellectual Property Office (KIPO) signed a new Memorandum of Understanding (MOU) on intellectual property cooperation with China's National Intellectual Property Administration (CNIPA) during a China-South Korea leaders' meeting in Beijing in January 2026. It was the third such agreement, following earlier MOUs in 2013 and 2021.
Sunday 18 January 2026
SK Hynix accelerates advanced packaging from Korea to Indiana
SK Hynix plans to invest KRW19 trillion, about US$12.9 billion, to build an advanced semiconductor packaging plant in Cheongju, South Korea, as it moves to secure capacity for AI-driven memory demand. The investment would add to existing packaging operations in Icheon and a planned facility in Indiana, creating a network spanning South Korea and the US.
Saturday 17 January 2026
Internal memo reveals Micron has locked in PSMC HBM capacity through prepayment

Powerchip Semiconductor Manufacturing Corporation (PSMC) has provided new details on its planned sale of the Tongluo P5 fabrication plant to Micron Technology, confirming that the transaction is paired with a broader cooperation framework that includes prepaid reservations for high-bandwidth memory (HBM) back-end wafer manufacturing capacity.

Saturday 17 January 2026
Micron to buy PSMC Taiwan fab in $1.8bn deal as both recalibrate AI memory strategies

Micron Technology and Powerchip Semiconductor Manufacturing Corporation have reached a preliminary agreement under which Micron will acquire PSMC's Tongluo fabrication assets for US$1.8bn.

Saturday 17 January 2026
Micron's new fabs target 2030 rollout as supply shortages linger

Micron is scheduled to begin construction on its planned New York state megafab site on January 16, 2026, advancing its US manufacturing expansion even as executives warn that new capacity will take years to meaningfully ease tight conditions in the global memory market.

Saturday 17 January 2026
NAND makers hike prices up to 100%, squeezing low-end consumer drives
The large-scale deployment of artificial intelligence servers has driven a sharp increase in demand for mass storage, with market sources saying NAND flash contract prices for the first quarter of 2026 are rising far more steeply than previously expected.
Saturday 17 January 2026
Samsung DS rebounds to record KRW20 trillion under new leadership
Samsung Electronics Vice Chairman Jun Young-hyun, since his appointment in May 2024, has spearheaded significant changes at the company's Device Solutions (DS) division, reversing the company's decline in high-bandwidth memory (HBM) technology. Samsung's semiconductor business, once trailing behind Korean rival SK Hynix, has regained competitiveness amid rising AI demand, according to reports from JoongAng Daily and The Korea Times.
Saturday 17 January 2026
TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt
Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated that fluctuations in component costs like memory have a limited impact and remains optimistic about product lines such as high-end smartphones and PCs.
Friday 16 January 2026
Biwin Storage profit jumps 427% as memory cycle turns
China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices recover and AI-driven demand reshapes the sector's supply dynamics.