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12.01.26 - 10:15
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RAM-Gold: Für die europäische Wirtschaft wird es sehr eng (Tichys Einblick)
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Rohstoffknappheit: Der anhaltende Boom bei der Künstlichen Intelligenz lässt die Preise für Speicherchips geradezu explodieren. Das setzt nicht nur Betreiber von Rechenzentren unter Druck. Auch Preise für PCs, Smartphones etc. werden sich deutlich erhöhen. Europa besitzt derzeit keine Strategie, sich aus der Spirale zu befreien.. --- Wenige hoch spezialisierte Hersteller wie Samsung und SK hynix rücken dabei zunehmend in den Fokus der Politik. Ihre enorme Preissetzungsmacht wirkt sich unmittelbar auf europäische Betreiber von Rechenzentren aus. Angesichts dieser Marktkonzentration steigen die Preise derzeit nicht linear, sondern exponentiell. Das Kapazitätswachstum europäischer Rechenzentren wird dadurch systematisch gehemmt..
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12.01.26 - 05:18
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Taiwan UPS specialist powers AI and semiconductor demand surge into 2026 (Digitimes)
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Changs Ascending Enterprise Co. (CAEC) reported strong shipments of its next-generation lithium iron phosphate (LFP) UPS battery systems for semiconductor fabs, driven by rising demand for high-end uninterruptible power supply (UPS) solutions. Its subsidiary Grenergy Enterprise Co. also secured new orders in emerging applications such as electric vehicles (EVs) and automated guided vehicles (AGVs), supporting CAEC's improved operating performance in 2025....
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12.01.26 - 04:06
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Taiwan semiconductor manufacturing split in 2025: memory rebounds, AI anchors foundry growth (Digitimes)
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Taiwan's semiconductor manufacturing side turned in a distinctly split performance in December 2025. The month can be summed up as: AI keeping advanced logic and advanced packaging near peak utilization, mature nodes staging a mild recovery, memory posting a clear cyclical reversal, and downstream segments such as outsourced semiconductor assembly and test (OSAT) and power devices diverging by end market and product mix....
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11.01.26 - 13:18
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China semiconductor leaders urge caution on Nvidia H200 deals (Digitimes)
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Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington's true strategic intent remains unclear....
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11.01.26 - 13:18
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Taiwan′s Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier (Digitimes)
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Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable eNVM for logic processes. Buoyed by a growing stream of royalty income, the company has posted gross margins of 99% for two consecutive years—an exceptionally rare figure in the semiconductor industry....
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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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