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.
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US plans chip tariff breaks for tech giants tied to TSMC’s US expansion
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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.
Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
Onsemi 4Q25 revenue drops 11% as power, analog weakness persists
Onsemi’s revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting persistent weakness across key parts of its portfolio.