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06 Feb
Latest News and Trends

Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes

  • February 6, 2026
  • By author-avatar jeff
Samsung Electronics’ foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite the adjustment, Samsung is expected to maintain a pricing advantage over TSMC as TSMC continues to raise its own wafer prices.

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06 Feb
Latest News and Trends

TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact

  • February 6, 2026
  • By author-avatar jeff
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development was personally conveyed by TSMC chairman C.C. Wei to Japanese Prime Minister Sanae Takaichi.

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06 Feb
Latest News and Trends

Apple integrates AI agents into Xcode to boost coding productivity

  • February 6, 2026
  • By author-avatar jeff
Apple has introduced AI agent integration in its integrated development environment (IDE) Xcode, supporting Anthropic Claude and OpenAI Codex. This allows AI to autonomously build, test, and debug code, aligning with the rising trend of vibe coding.

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06 Feb
Latest News and Trends

Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla

  • February 6, 2026
  • By author-avatar jeff
The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence (AI) chips. The company projects a more than 130% increase in 2nm order volume in 2026 compared to 2025, signaling an aggressive push to catch up with TSMC.

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06 Feb
Latest News and Trends

APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain

  • February 6, 2026
  • By author-avatar jeff
The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial intelligence features while addressing myopia, a long-standing challenge for some potential users.

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06 Feb
Latest News and Trends

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

  • February 6, 2026
  • By author-avatar jeff
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin Memory Technologies (CXMT) to offset price surges driven by booming AI demand.

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06 Feb
Latest News and Trends

Intel, AMD warn of extended server CPU delays in China

  • February 6, 2026
  • By author-avatar jeff
Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand and intensifying pressure across the global chip supply chain.

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06 Feb
Latest News and Trends

Anthropic launch adds pressure on the enterprise software sector

  • February 6, 2026
  • By author-avatar jeff
Artificial intelligence startup Anthropic, on February 5, 2026, released an updated AI model as investors continued to reassess the impact of rapid advances in generative AI on the traditional enterprise software sector.

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06 Feb
Latest News and Trends

South Korea aims to lead global quantum chip manufacturing by 2035

  • February 6, 2026
  • By author-avatar jeff
Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government recently unveiled its first quantum cluster basic plan. The aim is to build a robust quantum ecosystem and catch up with the currently leading countries.

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06 Feb
Latest News and Trends

The Kumamoto master plan: behind TSMC’s strategic leap to 3nm supremacy

  • February 6, 2026
  • By author-avatar jeff
TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production, the chipmaking giant has turned what was once a secondary supply-chain hedge into a cornerstone of its global strategy to dominate advanced AI silicon.

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Recent Posts
  • AI demand fills Vanguard’s Singapore fab ahead of schedule
    May 10, 2026 No Comments
  • King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders
    May 10, 2026 No Comments
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