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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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12.02.26 - 04:00
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Asia: TW, JP, SG, SK Stock Indices Notch Record Highs; TSMC Hits Peak; Samsung Surges 6% (AAStocks)
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This morning (12th), major Asia-Pacific stock markets were in a mixed bag, but indices in Taiwan, Japan, Singapore, and South Korea all notched record highs, with semiconductor stocks being favored in multiple markets.Taiwan Stock Exchange Weighted Index reached a record high of 33,707 in the early session, last at 33,605, up 53......
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12.02.26 - 00:54
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TSMC spillover lifts Xintec testing orders, 2026 growth in sight (Digitimes)
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Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by a sharp increase in testing service revenue. However, high-margin optical diffractive element (DOE) packaging orders continued to decline after a 3D sensing customer adjusted its supplier strategy, putting pressure on overall gross margin and profitability....
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11.02.26 - 10:06
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TSMC board approves major leadership reshuffle at first Kumamoto meeting (Digitimes)
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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....
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11.02.26 - 10:06
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GPTC management shakeup raises concerns over TSMC, ASE, Micron orders (Digitimes)
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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....
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11.02.26 - 09:06
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TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom (Digitimes)
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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....
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11.02.26 - 08:06
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TSMC Japan expansion mirrors broader Taiwan tech retreat from China (Digitimes)
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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....
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11.02.26 - 07:06
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ASE focuses on Malaysia expansion, ADI plant acquisition expected to close in 2Q26 (Digitimes)
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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....
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11.02.26 - 06:06
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TSMC equipment donation split between two institutes as TSRI expansion hits roadblock (Digitimes)
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TSMC's donation of 12-inch wafer fabrication equipment is being divided between two government research facilities, with the Taiwan Semiconductor Research Institute (TSRI) and the Industrial Technology Research Institute (ITRI) each receiving separate allocations. While ITRI successfully held its groundbreaking ceremony on February 10, 2026, TSRI's expansion plans have stalled due to a land ownership dispute with National Yang Ming Chiao Tung University (NYCU), forcing officials to consider relocating the project to southern Taiwan....
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