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2026-02-10

[News] US Reportedly Mulls Tariff Exemptions for Amazon, Google, Microsoft on TSMC-Made Chips

While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...

2026-02-10

[News] TSMC Reportedly Set to Shift 80% of 8-Inch Output to Affiliate VIS, Doubling Its Capacity

As TSMC accelerates its push into advanced nodes—led by 2nm and 3nm—to meet surging AI demand, the foundry heavyweight is quietly dialing back its 8-inch footprint. Citing IC design house sources, the Economic Daily News reports that TSMC currently runs about 5 million 8-inch wafers annually, wi...

2026-02-10

[News] China’s GPU Vendors Roll Out New Architectures and Products, Taking Aim at NVIDIA

At the start of 2026, China’s GPU industry has entered a phase of intensive innovation, with multiple domestic vendors unveiling self-developed architectures and new products targeting specific market segments. Iluvatar CoreX Unveils Gen-4 GPU Architecture Roadmap On January 26, Iluvatar Cor...

2026-02-10

[News] India Fires up 4 Chip Plants, Targets 75% Local Output

Driven by a surge in global market demand, India is aggressively developing its domestic semiconductor capabilities, with plans to commence commercial production later this year. According to the latest updates from the India Semiconductor Mission, four semiconductor plants are projected to launc...

2026-02-09

[News] Global Memory Interconnect Leader Montage Technology Rides AI Data Center Boom to HK IPO

As 2026 gets underway, China’s capital markets are already heating up with chip IPOs. Montage Technology, a designer of chips that speed data flows across data centers and AI accelerators, soared 57% on its Hong Kong debut February 9, backed by cornerstone investors including JP Morgan and Alibaba...

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