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Thursday 19 February 2026
MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier
The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.
Thursday 19 February 2026
DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor manufacturing — has historically commanded the largest share of TSMC's capital budget. Facilities and civil construction matter, but they have rarely led the bill. That conventional wisdom is now being tested.
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 analyst Luke Lin, speaking on a DIGITIMES podcast.
Thursday 19 February 2026
Singapore holds No. 4 financial hub ranking as assets flow in

Singapore maintained its position as the world's fourth-ranked financial center in the 2025 Global Financial Centres Index (GFCI), reflecting a strategy centered on capital security, rule of law stability, and long-term industrial positioning.

Wednesday 18 February 2026
Analysis: 2nm shifts chipmaking from scaling to chiplet integration

The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by heterogeneous integration rather than monolithic shrink, reshaping how power, performance, area, and cost are optimized.

Wednesday 18 February 2026
DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus
TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES podcast.
Wednesday 18 February 2026
Nexperia lands US$60 million loan to boost chip output during Dutch governance probe

Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across its global facilities, the Dutch state-backed lender said on February 16.

Wednesday 18 February 2026
AI factory boom in Taiwan fuels construction and land plays
As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion by major technology firms across Taiwan's science parks, including Linkou, Hsinchu Science Park, Central Taiwan Science Park Phase 2, Chiayi Science Park, Southern Taiwan Science Park, and Kaohsiung's Nanzih Technology Industrial Park.
Wednesday 18 February 2026
GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores the deepening "friend-shoring" of the semiconductor industry as Washington and Tokyo scramble to insulate critical silicon from geopolitical volatility.

Tuesday 17 February 2026
GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal
GlobalFoundries and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing agreement aimed at strengthening semiconductor supply chains and expanding production capacity across multiple regions.
Monday 16 February 2026
Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies
Below are the most-read DIGITIMES Asia stories in the week of February 9 to February 16, 2026. This week's coverage spans HBM3 and HBM4 capacity shifts, AI PC market share changes, alternative memory architecture development, foundry strategy resets, and executive leadership moves at TSMC. Together, these stories track how AI-driven demand is reshaping memory supply, chip architecture strategy, and global semiconductor expansion.
Monday 16 February 2026
India fines Intel over discriminatory warranty policy
On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02 million) on Intel Corporation. The regulator found the technology giant in contravention of provisions of Section 4 of the Act, which pertains to the abuse of a dominant market position.
Monday 16 February 2026
Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National Stadium, Taiwan's coastline, science parks, and ports.
Sunday 15 February 2026
Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of working days between the Lunar New Year periods in 2025 and 2026. Strong shipments of AI servers and high-performance chips have prompted foreign banks to forecast Taiwan's GDP growth could reach 8.0% in 2026. If realized, this would mark a second consecutive year of above-8% expansion, following 2025's 8.63% growth.
Sunday 15 February 2026
A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology is no longer merely an engine of economic growth but has become a core instrument in great-power competition. For Taiwan, which sits at the center of the semiconductor industry and global supply chains, Liow said the rules of competition have fundamentally changed.

Sunday 15 February 2026
Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes
Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC) plans to raise prices for 8-inch power device foundry services starting in March.
Sunday 15 February 2026
From nanometers to nectar: the secret flavors of TSMC's fab honey
In a development few would associate with the world's largest contract chipmaker, Taiwan Semiconductor Manufacturing Co. (TSMC) has expanded an environmental initiative that now encompasses roughly one million rehabilitated bees across its major Taiwan campuses.
Sunday 15 February 2026
Why is TSMC spending $45bn so early?

Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto, Japan.

Saturday 14 February 2026
ByteDance expands chip team to 1,000, advancing four major design lines
Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware. According to a recent report by 36Kr, the company's investment in AI chip technology is accelerating quickly.
Saturday 14 February 2026
World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and optical communications sectors.
Saturday 14 February 2026
Nvidia deepens South Korea ties in smart factory push
Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important strategic outpost for collaboration as the country accelerates AI-driven industrial transformation.
Saturday 14 February 2026
After US deal, Taiwan pushes economic resilience into Europe and the global south
Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington imposes "Section 232" tariffs on semiconductors and related derivative products. Taiwan's Ministry of Economic Affairs (MOEA) and Ministry of Foreign Affairs (MOFA) said the agreement will serve as a foundation for advancing President Ching-te Lai's "economic resilience" strategy and expanding Taiwan's international economic influence.
Friday 13 February 2026
The Arizona turnaround: How Y.L. Wang became the future of TSMC
The trajectory of Taiwan Semiconductor Manufacturing Co. (TSMC) into the 2030s is being shaped by a new generation of leadership. At the center of that shift is the board-approved promotion of Dr. Y.L. Wang (王英郎).
Friday 13 February 2026
Explainer: how US-Taiwan 'ART' deal rewires global tech economy
On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional free trade agreement; it is a strategic pact that reshores semiconductor manufacturing to the US while anchoring Taiwan within a "non-red," or non-China, supply chain.
Friday 13 February 2026
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates.