TSMC’s surprise move to upgrade Kumamoto Fab 2 to 3nm—lifting total investment to about US$17 billion—has put its overseas footprint back in the spotlight. Citing analysts, Economic Daily News reports that as U.S., Japan, and Germany fabs ramp, overseas capacity is set to reach ~20% or more of...

．TV In February, TV panel demand is expected to stay relatively stable, while panel makers plan five to seven days of capacity adjustments during the Lunar New Year. This is likely to lower average utilization by about 10% from January, helping keep supply and demand balanced and supporting hig...

On January 30, Signify officially released its full-year 2025 earnings report. Navigating macroeconomic headwinds and intensified global price competition, the company reported a contraction in revenue, though cash flow management remained robust. To counter persistent market pressures, Signify a...

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...

Google is increasing spending in the AI race. According to Reuters, Google parent Alphabet said that capital expenditure could nearly double this year. Alphabet executives said investments in AI computing capacity—covering servers, data centers, and networking equipment—are central to plans to t...