Subject


Semiconductors


2026-02-05

[News] Infineon to Lift Prices Starting April 2026 Amid AI-Driven Power IC Tightness

Infineon Technologies is set to raise prices on certain products. According to TechNews, the company notified customers on the 5th that continued tight supply of power switches and related ICs, together with rising raw material and infrastructure costs, will prompt price adjustments starting in Apri...

2026-02-05

[News] TSMC Reportedly to Upgrade Kumamoto 2nd Plant to 3nm, Boosting Japan’s Chip Capabilities

While TSMC’s Japan operations have been suffering from lackluster automotive chip demand, the company is now mulling to make a bold pivot in its process strategy to capitalize the AI opportunity. According to Yomiuri Shimbun, the foundry giant has finalized plans to mass-produce Japan’s first 3n...

2026-02-05

[News] MediaTek Forecasts $1B in ASIC Sales for 2026, Custom AI Chips Set for 20% Revenue Share in 2027

As Google’s Tensor Processing Units (TPUs) gain traction, key ASIC partner MediaTek is turning increasingly bullish on the business. According to Commercial Times and Liberty Times, CEO Rick Tsai said the company expects ASIC revenue to surpass US$1 billion in 2026 and expand to a multi-billion-do...

2026-02-05

[News] HBM Expert Says Korea–China Memory Gap Exceeds 5 Years and May Even Widen Amid EUV Constraints

Is China closing the gap with South Korea’s memory giants? An industry veteran says the gap may be wider than assumed. According to The Korea Herald, Shim Dae-yong, a professor of next generation semiconductor at Dong-A University, said the technology gap between Chinese memory makers and their So...

2026-02-05

[News] WD’s 2026 Production Fully Booked; LTAs Reportedly Extend to 2028-29 with Supply Talks to 2030

As SanDisk—spun off from Western Digital a year ago—posted strong earnings and extended order visibility, WD said it has secured multiple long-term agreements as well, with ongoing customer talks about contract extensions and even supply inquiries stretching out to 2030, according to Barron’s ...

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