SK Hynix set to ship HBM4 for Nvidia’s Vera Rubin this month
SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power semiconductor designed for Nvidia’s next-generation artificial intelligence accelerator, Vera Rubin.
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Vanguard sees modest recovery as capacity use rises in early 2026
Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026, reflecting a decline in wafer shipments. The figure was down 18.6% from December 2025, when revenue totaled NT$4.93 billion, but up 18.4% from a year earlier, underscoring uneven but improving demand conditions.
Analysis: Japan’s supermajority reshapes Asia’s semiconductor competition
US plans chip tariff breaks for tech giants tied to TSMC’s US expansion
Analysis: Alphabet’s century bond reveals who matters in Asia’s AI money trail
TSMC posts 36.8% sales surge in January 2026 on strong AI demand
Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand for advanced semiconductors that outpaced market expectations.
Europe deploys NanoIC pilot line to accelerate sub-2nm AI chip development
Europe has taken a decisive step toward advanced semiconductor leadership with the launch of the NanoIC pilot line at Imec’s Leuven headquarters, positioning the region to accelerate development of sub-2nm systems-on-chip (SoCs) and strengthen its role in next-generation chip manufacturing.