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Leading global semiconductor foundry, United Microelectronics Corporation (UMC), has announced on February 25, 2026, a significant restructuring of its executive leadership structure....

As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in a state of co-opetition rather than clear leadership....

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million), down 8.1% year-over-year. Gross margin was 28.5%, down 1.5pp, while operating net profit reached NT$1.52 billion, down 28.4% from a year earlier....

Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is now turning to Nvidia, whose latest quarterly results are widely expected to surpass already lofty forecasts....

The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms a powerful industry-wide resurgence....

After the US Supreme Court ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were unconstitutional, President Donald Trump reacted sharply, invoking Section 122 of the 1974 Trade Act to impose a 15% tariff on global imports. The move has once again cast a shadow of uncertainty over US trade policy....

Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer. He will also join the Sustainable Development & Nominating Committee....

SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market," with prices expected to climb throughout 2026....

China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor and software industries to open-source compliance risks....

As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this March. Asia's leading manufacturing AX expo, Smart Factory & Automation World (AW) 2026, announced on February 12 that key companies spearheading the global humanoid robot industry have confirmed their participation....

Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial Park from major IC substrate maker Unimicron. The facility will serve as Sigurd's second Hukou plant, slated to begin operations in 2H26 alongside its existing site to jointly support customer needs....

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased capacity utilization rates, but the company has also negotiated with customers for ABF and BT substrates to gradually reflect rising raw material costs. These factors drove a marked improvement in operations in the fourth quarter of 2025, with single-quarter profits surpassing the combined total of the previous three quarters....

On the evening of February 24, 2026, at the State of the Union address, President Trump urged major tech firms to build their own power plants for AI data centers and said American technology is driving a historic economic renewal....

DJI has filed a petition for review in the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission's December 2025 expansion of its Covered List to include foreign-produced drones and critical components. The move could reshape US drone sales, supply chains, and market access for global operators, according to DroneLife and Reuters....

Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation. The goal: to accelerate training of their own systems....

Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing plants, transportation networks, and utilities....

China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar with the matter cited by Nikkei Asia....

Following the US Supreme Court ruling that US President Donald Trump had acted unlawfully in invoking the International Emergency Economic Powers Act (IEEPA) to impose sweeping global tariffs, Trump swiftly announced a new across-the-board 15% tariff hike. Taiwanese steelmaker China Steel Corporation (CSC) has stated that the tariff dispute is far from over and may intensify further, requiring close monitoring of future developments....

Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker says will support product expansion and strengthen the two companies' partnership....

As hyperscalers' energy consumption continues to rise, pressure to cut carbon emissions is intensifying. Oil giant ExxonMobil recently disclosed during its earnings call that carbon capture opportunities related to data centers are rapidly emerging. The company has held substantive talks with multiple firms and plans to announce related collaborations by the end of 2026....