Subject


Semiconductors


2026-01-20

[News] TSMC Reportedly Expands WMCM Packaging for Apple, Capacity May More Than Double by 2027

TSMC has continued to ramp up investment in advanced packaging. According to Commercial Times, alongside its transition to a 2nm process for the A20-series chip used in the iPhone 18, Apple is set to upgrade packaging technology from the current InFO (Integrated Fan-Out) process to WMCM (Wafer-Level...

2026-01-20

[News] VRAM Shortage Reportedly Drives NVIDIA’s RTX 50 Price Hikes at Taiwan’s GPU Card Makers This Month

While earlier reports from Wccftech said NVIDIA was reshuffling RTX 50 series supply toward 8GB GeForce RTX 5060 and 5060 Ti models amid memory shortages, the impact now appears to be spreading across Taiwan’s major graphics card makers. According to Commercial Times, MSI has already moved to rais...

2026-01-20

[News] Chinese Memory Makers Push Ahead With IPO Plans: GigaDevice, UniIC, and DapuStor

China’s memory chip sector has recently seen a wave of capital market activity. GigaDevice has officially listed in Hong Kong, completing its “A+H” dual-listing structure. Meanwhile, companies such as UniIC, XTX Tech, Hosinglobal and DapuStor are accelerating their IPO efforts across venues in...

2026-01-19

[News] Nanya Tech Posts Record Q4 EPS NT$3.58, Flags Tight DDR5/4/3 Supply and 1Q Price Hikes

Amid memory prices rising across the board, Taiwan’s Nanya Technology, a key DDR4 player, has emerged as a major beneficiary. At today’s earnings call, the company reported a strong Q4 2025, with after-tax net income of NT$11.083 billion, a 36.8% net margin, and EPS of NT$3.58, according to the ...

2026-01-19

[News] China Pushes Glass Substrate: BOE Reportedly Eyes Post-2026 Mass Production, Visionox Joins the Race

China is stepping into the semiconductor glass substrate efforts. According to ETNews, industry sources say that Visionox, one of China’s leading display manufacturers, is set to ramp up investment in glass substrates this year. To support the move, the company has been building out its materials ...

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