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GlobalWafers chairwoman Doris Hsu spoke to the media on January 21, outlining the company's current US strategy and sharing her views on the recently finalized US-Taiwan tariff agreement....

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative AI infrastructure....

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market moves into a new upcycle. That spending now faces fresh pressure from the US semiconductor tariff policy, complicating long-term investment planning at the two companies....

As tensions between China and Japan escalate over export controls on rare earths and semiconductor materials, China is accelerating efforts to build domestic production capacity—even as Japanese firms continue to dominate the global photoresist market....

Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust DRAM market into 2026. Customers are overbooking and seeking long-term agreements (LTAs), eyeing to secure sufficient supply....

Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business, is leaving the company to join Intel, according to a disclosure he made on LinkedIn....

AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners to integrate hardware, systems, and customer requirements effectively....

Taiwan's Executive Yuan Vice Premier Li-Chun Cheng and Minister without Portfolio and chief trade negotiator Jen-Ni Yang held a press conference on January 20, 2026, accompanied by Premier Jung-Tai Cho and Minister for Economic Affairs Ming-Hsin Kung, to discuss ongoing negotiations with the US over reciprocal tariffs and Section 232 measures....

PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite ongoing inventory adjustments among automotive customers. Strong demand from server and memory module applications is driving a steady increase in utilization rates, allowing first-quarter operations to defy traditional seasonality and remain in line with the previous quarter's revenue level....

Raana Semiconductors Pvt. Ltd. (RSPL), an India-based company specializing in crystal growth systems and single-crystal materials, has raised US$3 million in a seed funding round, marking its first institutional capital raise. The pure equity round was led by Equirus Innovatex Fund and Artha Venture Fund, with participation from IvyCap Ventures, PointOne Capital, CIIE Initiatives (IIMA Ventures), and angel investor Garimella Laxminarayana. Valuation details were not disclosed, according to Inc42, Saure Energy, and BW Disrupt....

A century-old automotive trading relationship between the US and Canada is approaching a breaking point, accelerated by repeated statements from President Trump that have cast doubt on the future of cross-border integration....

The US has lowered the tariff rate on Taiwan to 15%, and it will not be stacked with the most-favored-nation (MFN) tariff rate. This places Taiwan on the same baseline as Japan, South Korea, and EU countries. It is also better than the previously agreed rates of 19% and 20% for Thailand and Vietnam, respectively. Regarding semiconductor tariffs derived from Section 232, as long as the products are supplied for use by cloud service providers (CSPs), government agencies, and other such purposes, they meet the exemption conditions set by the US. This means that Taiwan's AI products exported to the US are essentially unaffected and benefit from zero-tariff preferential treatment....

As the global drone market enters a new growth curve in 2026, an "airspace revolution" driven by military reconnaissance, industrial inspection, and logistics delivery is emerging as the next strategic frontier for the optical-lens industry after smartphones. For optics manufacturers, drones are no longer simply cameras that happen to fly; they are complex optoelectronic systems that integrate high-precision imaging, environmental sensing, and edge computing....

Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built using Google's Gemini models and cloud infrastructure. The partnership will provide core technical support for a more personalized version of Siri that Apple plans to roll out in 2026....

The global market for robotaxis is set to move decisively from long-held promise to commercial reality in 2026, as autonomous driving shifts from experimental pilots to an increasingly competitive business....

Paras Defence and Space Technologies Ltd. announced the launch of a new subsidiary, Paras Semiconductor Pvt. Ltd., marking the company's expansion into the semiconductor packaging and assembly sector. The move aims to address gaps in India's domestic capability for advanced semiconductor packaging, particularly for defence and strategic electronics applications....

To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain strong in 2026 and support industry development. These investments are cascading downstream, creating large-scale AI server deployment projects that not only boost the performance of upstream and downstream electronic components and system assembly factories, but also drive pre-shipment electromagnetic compatibility (EMC) verification demand as product power design moves toward a megawatt-level high-power trend. This has accelerated the influx of professional electronic testing firms....

The Taiwan Machine Tool & Accessory Builders' Association (TMBA) held its annual outlook press conference on January 20, 2026, highlighting the impact of the recent US-Taiwan tariff agreement on the sector. The agreement, which prevents tariff stacking at a 15% rate, is expected to enhance the competitiveness of Taiwan's machine tool industry, aligning it with major players such as Japan and South Korea....

OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific research, and enterprise applications. The company is simultaneously exploring diversified revenue streams, including advertising, subscriptions, and licensing models....

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM). Bottlenecks are increasingly emerging in printed circuit boards (PCBs) and critical upstream materials, according to DIGITIMES analysis....