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09.01.26 - 15:06
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The great chip leap: China′s semiconductor equipment self-reliance surges past targets (SCMP)
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China's drive for chip manufacturing equipment self-sufficiency advanced so rapidly in 2025 that even the country's planners were caught by surprise, as the ratio of domestically developed semiconductor equipment surged to 35 per cent by the year's end, up from 25 per cent in 2024.
The ratio was higher than Beijing's target of 30 per cent, set in early 2025 to encourage China's semiconductor industry to favour local suppliers over US rivals such as Applied Materials, Lam Research and KLA,......
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09.01.26 - 08:24
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Taiwan′s AI development strategy comes with semiconductor edge (Digitimes)
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Taiwan is positioning itself as a global AI powerhouse by building on its dominant semiconductor industry. The Executive Yuan concluded its 2026 Technology Advisory Conference with a policy report focused on advancing Taiwan's artificial intelligence (AI) capabilities by leveraging its hardware strengths and edge computing. Chief Advisor Liao Chun-chih delivered the closing recommendations to Premier Rong-tai Chuo, emphasizing selective international partnerships and hybrid cloud-edge AI development models....
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08.01.26 - 11:06
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Tech war: China semiconductor expert suggests vigilance in buying Nvidia′s H200 AI chips (SCMP)
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Influential Chinese semiconductor expert Wei Shaojun urged caution for mainland companies that place orders for Nvidia's H200 artificial intelligence chips, as it remained a puzzle why the US government would make these advanced integrated circuits available to the country.
“The US' inconsistent stance on advanced chips – alternating between limited easing and renewed pressure – has left users struggling to discern its true strategic intent,” Wei, vice-president at the China Semiconductor......
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08.01.26 - 06:06
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Taiwan outlines strategy to bolster semiconductor and AI industries in 2026 (Digitimes)
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The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors....
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08.01.26 - 04:06
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Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments (Digitimes)
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Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly by 0.38% from the previous month but up 31.26% year over year. Consolidated revenue for the fourth quarter of 2025 reached NT$4.79 billion, marking a 6.83% sequential increase and a 29.37% rise compared to the same quarter last year. However, full-year 2025 consolidated revenue totaled NT$16.64 billion, reflecting a 4.69% decline compared with full-year 2024....
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08.01.26 - 03:06
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KLA opens R&D and Innovation Hub in Chennai to boost India semiconductor ecosystem (Digitimes)
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US-based semiconductor process control and process-enabling technology leader KLA Corporation has inaugurated a new INR3 billion (approx. US$36 million) R&D and Innovation Hub in Chennai, marking a major expansion of its operations in India. The 311,000-square-foot facility is designed to accommodate up to 1,300 employees and will strengthen KLA's software engineering, artificial intelligence (AI), and process control capabilities....
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06.01.26 - 17:12
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China Slaps Export Controls On Japan For Dual-Use Items, Rare Earths, Could Impact Semiconductors (ZeroHedge)
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China Slaps Export Controls On Japan For Dual-Use Items, Rare Earths, Could Impact Semiconductors
More steady escalation between US-ally Japan and China has emerged, but things just got much more significant - moving from initial Chinese restrictions on things like seafood or cultural exchange events, to now Beijing announcing an immediate ban on all goods deemed dual use for Tokyo. Some rare earth elements are included in this, which impacts a range of technologies, goods, and services with both civilian and military applications.
Japanese Prime Minister Sanae Takaichi - still relatively early and fresh in her tenure - likely regrets her words from last November before her parliament, where she for the first time ever in Japan's history suggested the Japanese military could intervene to defend Taiwan from a future Chinese invasion of the self-ruled island. However, the Chinese demand for a full public retraction and apology hasn't come, which means Beijing is now engaged in more screw-tig...
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