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17 Jan

Samsung DS rebounds to record KRW20 trillion under new leadership

January 17, 2026
By jeff

Samsung Electronics Vice Chairman Jun Young-hyun, since his appointment in May 2024, has spearheaded significant changes at the company’s Device Solutions (DS) division, reversing the company’s decline in high-bandwidth memory (HBM) technology. Samsung’s semiconductor business, once trailing behind Korean rival SK Hynix, has regained competitiveness amid rising AI demand, according to reports from JoongAng Daily and The Korea Times.

17 Jan

Latest News and Trends

Amkor to close longstanding Japan chip plant as EV demand slows

January 17, 2026
By jeff

Amkor Technology, the US-based semiconductor packaging and testing company, said it will close its Hakodate plant in northern Japan by December 2027, citing weak demand stemming from a slowdown in the global electric vehicle (EV) market. The factory, located in the town of Nanae in Hokkaido, specializes in packaging chips used in automobiles.

17 Jan

Latest News and Trends

TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt

January 17, 2026
By jeff

Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated that fluctuations in component costs like memory have a limited impact and remains optimistic about product lines such as high-end smartphones and PCs.

17 Jan

Latest News and Trends

Canon eyes 2027 inkjet wafer planarization launch

January 17, 2026
By jeff

Canon said on January 13 that it has developed a new wafer planarization technology designed to uniformly smooth surface irregularities during semiconductor manufacturing. The process applies resin materials using inkjet printing and then presses a glass plate onto the surface, using a stamping-like method to achieve planarization.

17 Jan

Latest News and Trends

Yageo secures full voting control of Shibaura Electronics after Tokyo delisting

January 17, 2026
By jeff

Taiwan-based passive component maker Yageo said Japan’s Shibaura Electronics was officially delisted from the Tokyo Stock Exchange on January 13. Following the completion of the share consolidation, Yageo now holds 100% of the voting rights in Shibaura Electronics as of January 15.

17 Jan

Latest News and Trends

Apple’s LCD demand gives Radiant room to expand into AR and OLED

January 17, 2026
By jeff

Radiant, a key supplier of Apple’s backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED products as a long-term strategy, LCD devices remain in demand through 2026, giving Radiant room to expand into new business lines.

17 Jan

Latest News and Trends

TSMC chair confirms long-term AI demand and commitment to US expansion

January 17, 2026
By jeff

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated that AI demand is real and sustainable, underpinning TSMC’s aggressive investment strategy.

17 Jan

Latest News and Trends

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

January 17, 2026
By jeff

During TSMC’s first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from US-based AI customers supports TSMC’s capacity expansion in the US, prompting back-end packaging and testing supply chain partners to consider expanding their US presence.

17 Jan

Latest News and Trends

In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering

January 17, 2026
By jeff

In the inaugural episode of a new leadership podcast, Jensen Huang offers a strikingly unvarnished account of how Nvidia became one of the world’s most valuable technology firms.

16 Jan

Latest News and Trends

How the ‘Taiwan Model’ works in Washington’s latest tariff deal

January 16, 2026
By jeff

After months of high-stakes negotiations, Taiwan has secured a reciprocal tariff rate of 15% with the United States. Officials in Taipei are presenting the result as both a diplomatic breakthrough and a strategic recalibration of Taiwan’s place in the global supply chain.

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