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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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