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.

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.

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.

China’s domestic memory module maker Biwin Storage Technology has released the A-share market’s first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices recover and AI-driven demand reshapes the sector’s supply dynamics.