Subject


Semiconductors


2026-01-14

[News] ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More

ASE has been actively expanding on the back of AI-driven demand for advanced packaging. According to Economic Daily News, ASE has made another expansion move, with its subsidiary SPIL on the 13th spending NT$2.801 billion to acquire a plant in Zhunan, Miaoli, previously owned by United Renewable Ene...

2026-01-14

[News] NVIDIA Reportedly Pivots to 8GB RTX 5060 amid Memory Crunch, Older GPUs Back in Play

While NVIDIA’s Rubin steals the spotlight at CES, the AI chip giant may be quietly reshaping its GPU lineup. Reports from Wccftech, citing VideoCardz and BoardChannels, reveal that amid VRAM shortages, NVIDIA is pivoting the RTX 50 series supply: ramping up GeForce RTX 5060 and 5060 Ti 8 GB models...

2026-01-14

[News] 8-Inch Foundries May Raise Prices 5–20%, Benefiting UMC, PSMC, Vanguard

8-inch foundry prices are rising. According to Economic Daily News, the tightening global supply of 8-inch wafer foundry capacity has led institutional investors to turn more bullish on related Taiwanese players, expecting the trend to benefit UMC, PSMC, and Vanguard. Regarding the supply-side ba...

2026-01-14

[News] TSMC Earnings Preview: $150B Capex Over Next Three Years Tops Five Key Focuses

Ahead of TSMC’s earnings call on January 15, the market has already been flooded with reports that the company may build five additional fabs in Arizona under a U.S.–Taiwan trade framework. But what else should investors be watching when results are released tomorrow? A TechNews report flags ...

2026-01-14

[News] Global Players Vie for 12-Inch SiC Single-Crystal Substrates Amid Semiconductor Materials Innovation

Amid rapid innovation in semiconductor materials technology, 12-inch (300 mm) silicon carbide (SiC) single-crystal substrates have emerged as a key battleground for industry players worldwide. Recently, overseas media reported significant progress by Wolfspeed in the development of 12-inch SiC singl...

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