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Thursday 29 January 2026
Analysis: how SK Hynix is binding customers to its AI memory
SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit rides memory boom to record revenue
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
Thursday 29 January 2026
Upstream firms say US investment unprofitable if gross margin below 50%
Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...
Thursday 29 January 2026
VIS licenses GaN technology from TSMC to boost power device development
Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium...
Thursday 29 January 2026
Taiwan tops auto display revenue while China dominates volume
China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...
Thursday 29 January 2026
Semco and LG Innotek push into humanoid robot supply chain
As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
Thursday 29 January 2026
Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including...
Thursday 29 January 2026
Taiwan and Germany expand trade ties as demand for chips and green tech rises

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

Thursday 29 January 2026
Deep dive: how Taiwan engineered a 15% tariff deal
As the global trade landscape shifts under the weight of new US policies, a distinct divergence has emerged in East Asia. While South Korea currently faces a tariff hike to 25% amid...
Thursday 29 January 2026
How Sega's US$5 million lifeline saved Nvidia from collapse
In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there...
Thursday 29 January 2026
Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand
Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...
Thursday 29 January 2026
Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
Wednesday 28 January 2026
SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
Wednesday 28 January 2026
Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark
Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...
Wednesday 28 January 2026
Taiwan bets on drone swarms with Anduril Lattice AI command playing key role
Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls...