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    NEWS TAGGED CAPACITY
    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...

    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...

    Saturday 17 January 2026
    TSMC chair confirms long-term AI demand and commitment to US expansion
    At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
    Saturday 17 January 2026
    Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
    During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...
    Friday 16 January 2026
    Samsung to lift DRAM output 5% in 2026 as supply tightness persists
    Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
    Friday 16 January 2026
    Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics
    The petrochemical industry has been stuck in an intensely competitive red ocean market. The Chinese government has begun promoting measures to curb excessive internal competition,...
    Friday 16 January 2026
    US AI data centers face grid connection delays, drive new power supply models
    As demand for artificial intelligence computing surges globally, US AI data centers (AIDCs) are increasingly hindered by prolonged delays in securing power grid connections. The average...
    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
    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
    US data center growth strains electric grid, prompting proposed outages and industry pushback
    The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...
    Friday 16 January 2026
    Foxconn holds the hardware keys to Apple's AI strategy
    As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
    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
    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
    Micro LED, robotics, photonics lift LED industry from price wars
    The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
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    Research Report Database
    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