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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
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...
Friday 16 January 2026
Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
Friday 16 January 2026
Memory supply shortage to boost secondhand smartphone market growth
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
Thursday 15 January 2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026
SK Hynix accelerates Yongin fab launch by three months
SK Hynix plans to bring forward the opening of a new semiconductor factory by three months and will also begin operating another new plant in February 2026, as surging memory demand...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Thursday 15 January 2026
Smartphone panel prices hit by memory price surge
Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...
Thursday 15 January 2026
Syntec Technology reports strong revenue growth driven by smart manufacturing expansion
Syntec Technology has reported a 29% increase in consolidated revenue for 2025, reaching NT$13.96 billion (approx. US$441 million), up 29% from the previous year, reflecting steady...
Thursday 15 January 2026
As AI data centers expand, Seetel rides a surge in energy storage demand
As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for...
Thursday 15 January 2026
Aurotek posts record revenue in December 2025 and full-year results amid strong demand
Aurotek Corp. reported historic revenue figures for December 2025 and the full year, driven by growth in smart manufacturing, automation equipment, and robotics. The company recorded...
Thursday 15 January 2026
Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows
Hanmi Semiconductor has drawn industry attention in recent years for its thermal compression bonding equipment used in high-bandwidth memory production. As low-earth-orbit satellite...
Thursday 15 January 2026
Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

Thursday 15 January 2026
Taiwan chipmakers unfazed by US drone policy shifts

The US Department of Commerce recently said it would withdraw a previously proposed policy to impose a blanket ban on imports of Chinese-made...

Thursday 15 January 2026
Hotai Motor sees limited short-term demand for US-made vehicles amid high costs
Hotai Motor president Justin Su indicated on January 13 that despite growing interest in US-spec vehicles in Taiwan, the high manufacturing costs of US-made cars limit their market...