Subject


Semiconductors


2026-01-15

[News] TSMC 2025 Q4 Net Profit Soars 35% YoY to Record NT$505.7B, EPS Hits NT$19.5

TSMC today announced consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 (US$3.14 per ADR unit) for the fourth quarter ended December 31, 2025. As reported by Reuters, TSMC already surprised the market with a 20.45% jump in four...

2026-01-15

[News] Trump Targets NVIDIA H200, AMD MI325X with 25% Tariff; U.S. Infrastructure Spared

The White House has issued a new order on semiconductor tariffs. According to Reuters, U.S. President Donald Trump on Wednesday imposed a 25% tariff on select AI chips, including NVIDIA's H200 AI processor and a comparable product from AMD, the MI325X. Chips imported to support building up the U....

2026-01-15

[News] Global 8-Inch Wafer Market Tightens: Samsung Giheung S7, TSMC Closures Put China Fabs in Spotlight

Global 8-inch wafer capacity seems to be entering a contraction phase, driven by major foundries shifting focus to advanced nodes. TSMC began scaling back in 2025, aiming to fully close selected fabs by 2027, and Samsung appears to be following the same path, with plans to shutter its Giheung-based ...

2026-01-15

[News] Shanghai Launched New Plan, Highlighting the Development of IC, Key Equipment and Photoresists

Recently, the Shanghai Municipal Government issued the Three-Year Action Plan for Supporting the Transformation and Upgrading of Advanced Manufacturing in Shanghai (2026–2028), in which the integrated circuit (IC) industry is highlighted multiple times. According to the Plan, by 2028, Shanghai ...

2026-01-14

[Insights] Memory Spot Price Update: DRAM Surges as Sellers Hold Back Inventory, Mainstream DDR4 Up 10%

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices continue their daily climb, even as trading stays muted with suppliers and traders holding back inventory, pushing the average price of mainstream DDR4 1Gx8 3200MT/s chips up 9.64%. Meanwhile, in NAND, while...

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