Unimicron’s 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased capacity utilization rates, but the company has also negotiated with customers for ABF and BT substrates to gradually reflect rising raw material costs. These factors drove a marked improvement in operations in the fourth quarter of 2025, with single-quarter profits surpassing the combined total of the previous three quarters.

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China’s humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026

As the global manufacturing and robotics industry shifts towards humanoid robots, China’s world-leading Big 5 humanoid robot companies will gather in Korea for the first time this March. Asia’s leading manufacturing AX expo, Smart Factory & Automation World (AW) 2026, announced on February 12 that key companies spearheading the global humanoid robot industry have confirmed their participation.

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Sigurd invests NT$1.54B to acquire Unimicron’s Hukou plant amid strong AI, ASIC demand

Taiwan’s IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial Park from major IC substrate maker Unimicron. The facility will serve as Sigurd’s second Hukou plant, slated to begin operations in 2H26 alongside its existing site to jointly support customer needs.

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DJI takes FCC to court over drone supply chain crackdown

DJI has filed a petition for review in the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission’s December 2025 expansion of its Covered List to include foreign-produced drones and critical components. The move could reshape US drone sales, supply chains, and market access for global operators, according to DroneLife and Reuters.

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From rebar to rockets: China Steel retools for the high-tech era amid rising trade tensions

Following the US Supreme Court ruling that US President Donald Trump had acted unlawfully in invoking the International Emergency Economic Powers Act (IEEPA) to impose sweeping global tariffs, Trump swiftly announced a new across-the-board 15% tariff hike. Taiwanese steelmaker China Steel Corporation (CSC) has stated that the tariff dispute is far from over and may intensify further, requiring close monitoring of future developments.

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