Monthly Archives: January 2026

[News] Taiwan-U.S. Trade Deal Cuts Tariffs from 20% to 15%, Secures $250B Investment with TSMC at Center

Posted on 2026-01-16 by TrendForce

After months of negotiations, Taiwan and the U.S. on Jan. 15 (U.S. time) sealed a long-awaited deal that cuts broad tariffs on most Taiwanese goods exported to the U.S. from 20% to 15%, while Taiwanese chipmakers, including TSMC, stand to …

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[News] HBM Etching Equipment Said to Enter a Super Cycle

Posted on 2026-01-16 by TrendForce

At a time when the memory industry is in the midst of a boom deeply driven by artificial intelligence (AI), major memory makers are unanimously shifting their strategic focus toward AI-oriented storage solutions featuring high bandwidth, large capacity, and low …

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[News] U.S. Commerce Secretary Lutnick Reportedly to Attend Micron’s $100B Clay Fab Groundbreaking

Posted on 2026-01-16 by TrendForce

With Micron setting its groundbreaking for the massive Clay, New York, chipmaking complex on January 16, syracuse.com reports that Commerce Secretary Howard Lutnick—whose department will oversee up to $20 billion in federal subsidies—is slated to attend the ceremony, alongside Micron …

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[News] TSMC Addresses Speculations of a 20% Wafer ASP Increase, Says Price Is Not the Main Profit Driver

Posted on 2026-01-15 by TrendForce

TSMC addresses concerns over potential wafer price increases during its earnings call today, stressing that its strong profitability is driven not only by pricing, but also by robust demand and high capacity utilization. The comments come after an analyst, during …

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[News] TSMC Flags Significantly Higher Capex Over Next 3 Years; Arizona 4th Fab, Packaging Site in Works

Posted on 2026-01-15 by TrendForce

Even as TSMC stunned the market by guiding 2026 capital spending at US$52 billion to US$56 billion — a roughly 30% year-over-year jump — the company made clear that this is not the peak. CFO Wendell Huang noted that over …

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