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    NEWS TAGGED WAFER
    Friday 20 February 2026
    Tata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions
    India's most ambitious semiconductor project, a Tata Group-led wafer fabrication plant in Gujarat, is reportedly facing further delays, raising questions about the pace of the country's...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
    Wednesday 18 February 2026
    Micron expands capacity to counter worst memory supply shortage in 40 years

    Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

    Sunday 15 February 2026
    CXMT races to scale up as yield gaps and export curbs bite
    CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite...
    Friday 13 February 2026
    Naura rises to No. 5 in global semiconductor equipment rankings

    China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical...

    Friday 13 February 2026
    Why Applied says the AI boom is real—just waiting for more cleanrooms
    Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
    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...

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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