Fueled by soaring demand for AI chips, memory, and logic processors, Asia’s top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion this year, a 25% increa...

While NVIDIA, taking over Apple, reportedly claimed the top spot as TSMC’s largest customer, accounting for 19% of 2025 revenue, all eyes are also on the earnings performance of the company’s overseas fabs. According to Mirror Media, citing TSMC’s 2025 annual report, the Arizona plant turned p...

Competition in next-generation memory is heating up, and SK hynix is reportedly taking another step to reinforce its leadership in HBM4. According to The Elec, the company has successfully developed system-level testing equipment for its HBM4. The equipment enables memory makers to identify defects ...

Ahead of NVIDIA’s earnings release, the industry's gaze is already fixed on its mid-March's GTC conference. CEO Jensen Huang's tease of a "world-surprising" new chip has set the stage for a showcase spanning both foundry and memory. According to Chosun Biz, the chip, likely the upcoming Feynman pr...

As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the GTC 2026 conference in March, major foundry partner TSMC’s expansion move keeps drawing market attention. Liberty Times, citing semiconductor supply chain sources, reports TSMC could have up to 10 fabs across Taiwan�...