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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...

2026-02-09

[News] Samsung Display Reportedly Weighs OLED Expansion as Apple May Plan a Second Foldable for 2027

Samsung Display is reportedly evaluating an expansion of its OLED capacity for Apple’s foldable products. According to ETNews, the company is reviewing additional investment to strengthen production capabilities not only for Apple’s first foldable iPhone but also for next-generation models, refl...

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