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Nvidia has officially finalized a deal to establish its first overseas headquarters in Taipei, marking a major milestone in Taiwan's evolution into a global AI powerhouse....

Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion (approx. US$207.5 million) in 2025, up 59.93% year-over-year, with profits expected to hit new highs as well. However, January 2026 revenue unexpectedly plunged 47.7% from December's peak to NT$527 million, though it still rose 42% year-over-year. GPTC attributed the drop to delayed customer shipments affecting revenue recognition, but maintained that full-year momentum remains stable and upward....

TSMC's board held its first meeting in Kumamoto, Japan, where it approved the promotion of Y.L. Wang and T.S. Chang to senior vice presidents (SVPs), marking a significant leadership transition within the company. The meeting followed an earlier session in Arizona, US, in 2025, and also saw Yuan-Guo Huang promoted to vice president overseeing procurement after Wen-Ru Li's departure....

Rapidus is expected to begin full-scale production in fiscal 2028. Mass production of 2nm-class chips is scheduled to commence in the second half of fiscal 2027, according to Kyoto News. The company's business plan, submitted to Japan's Ministry of Economy, Trade and Industry, outlines a strategy to enter volume production in late fiscal 2027. The plan calls for expanding output approximately fourfold within the first year of operation....

Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory scrutiny. In January 2026, the company's revenue reached NT$304 million (US$9.65 million), up 50.44% month-on-month and 142% year-over-year, marking its highest single-month revenue ever....

On the afternoon of February 6, 2026, at a media briefing in Beijing, Grace Tao, Tesla Vice President, offered the company's most comprehensive public account to date of its strategic direction heading into 2026. It was the first time Tesla had systematically articulated how it sees its own future—and it marked a clear shift in identity....

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus toward artificial intelligence inference workloads in data centers....

China's ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters reported, citing two people familiar with the matter, as the TikTok parent seeks to secure a supply of advanced processors....

As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center infrastructure. The third Asia Photonics Expo (APE 2026), which concluded on February 6, 2026, reflected this shift, bringing together more than 240 exhibitors and nine international pavilions to showcase how optical technologies are becoming increasingly intertwined with semiconductor manufacturing and high-performance computing systems....

Tongtai Machine & Tool has launched a transformation to shift from traditional equipment manufacturing to providing integrated process and system solutions, targeting AI server, advanced packaging, and high-end electronics supply chains....

Taiwan Premier Jung-tai Cho stressed the government's commitment to industry in his remarks at the groundbreaking ceremony on February 10 for the Advanced Semiconductor R&D Base at the Industrial Technology Research Institute (ITRI), saying that Taiwan bears responsibilities to the global supply chain, and any pause in Taiwan's industrial sector could disrupt supplies worldwide....

C. C. Wei, chairman and chief executive of Taiwan Semiconductor Manufacturing Company, announced that the company's 3-nanometer manufacturing technology will be deployed in Japan, marking another major overseas expansion following its investment in advanced fabrication in the US. By contrast, TSMC's plant in Nanjing will remain focused on advanced mature and specialty processes, primarily at the 12- and 16-nanometer nodes....

As demand for higher transmission performance rises alongside the expansion of artificial intelligence and data centers, the 2026 Asia Photonics Expo (APE 2026), held in Singapore, underscored the deepening convergence between the semiconductor and photonics industries. Against this backdrop, DIGITIMES interviewed Sukumar Verma, managing director of Informa Markets Singapore, on development trends shaping the city-state's high-tech sector....

Globe Telecom stated that it will be the first operator in Southeast Asia to offer direct-to-cell satellite connectivity, becoming the second Asian carrier to collaborate with SpaceX on satellite data communications, following Japan's KDDI....

Europe's technology security posture toward China is tightening. The Netherlands is emerging as an early indicator. A new Dutch cabinet dominated by China hawks signals tighter export controls, stricter investment screening, and deeper coordination with US and allied technology-security frameworks. The shift carries potential spillover effects across semiconductor supply chains and EU industrial policy....

Inventory pressures across Taiwan's networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton Technology, WNC Corporation, Sercomm, and Arcadyan, have reported January 2026 revenue figures, with Accton and WNC both posting record highs for the month....

India has overhauled its startup policy framework to broaden the definition of deep tech and extend eligibility for government support to 20 years, a move aimed at better aligning regulation and funding with the long development cycles of science- and engineering-led companies, according to TechCrunch, Bloomberg, and ThePrint....

Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition is pushing the sector into broad structural transformation, with new business execution and commercialization progress becoming the central focus....

After US President Donald Trump took office, he vigorously promoted the reshoring of the chip manufacturing supply chain, prompting some Taiwanese companies to shift the focus of their overseas expansion from previously favored new hubs in Southeast Asia to Arizona, where TSMC is located. Dr. Tien Wu, chief operating officer of ASE Technology Holding, said that the group's future overseas manufacturing footprint will still center on Penang, Malaysia, with the Philippines and South Korea serving as complementary bases, targeting automotive and robotics orders from global IDM customers....

Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed orders amid concerns over reciprocal tariffs....