11
Feb
11
Feb
Nvidia finalizes deal for first overseas HQ in Taipei; groundbreaking set for June 2026
Nvidia has officially finalized a deal to establish its first overseas headquarters in Taipei, marking a major milestone in Taiwan’s evolution into a global AI powerhouse.
11
Feb
Rapidus aims for 2nm ramp in FY2027 with fourfold capacity boost
Rapidus is expected to begin full-scale production in fiscal 2028. Mass production of 2nm-class chips is scheduled to commence in the second half of fiscal 2027, according to Kyoto News. The company’s business plan, submitted to Japan’s Ministry of Economy, Trade and Industry, outlines a strategy to enter volume production in late fiscal 2027. The plan calls for expanding output approximately fourfold within the first year of operation.
11
Feb
The Arizona Fixer and the R&D Architect: TSMC’s new SVP duo step into spotlight
TSMC’s board held its first meeting in Kumamoto, Japan, where it approved the promotion of Y.L. Wang and T.S. Chang to senior vice presidents (SVPs), marking a significant leadership transition within the company. The meeting followed an earlier session in Arizona, US, in 2025, and also saw Yuan-Guo Huang promoted to vice president overseeing procurement after Wen-Ru Li’s departure.
11
Feb
GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion (approx. US$207.5 million) in 2025, up 59.93% year-over-year, with profits expected to hit new highs as well. However, January 2026 revenue unexpectedly plunged 47.7% from December’s peak to NT$527 million, though it still rose 42% year-over-year. GPTC attributed the drop to delayed customer shipments affecting revenue recognition, but maintained that full-year momentum remains stable and upward.
11
Feb
ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs
China’s ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters reported, citing two people familiar with the matter, as the TikTok parent seeks to secure a supply of advanced processors.
11
Feb
TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom
Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory scrutiny. In January 2026, the company’s revenue reached NT$304 million (US$9.65 million), up 50.44% month-on-month and 142% year-over-year, marking its highest single-month revenue ever.
11
Feb
Tesla looks beyond cars to map strategy toward 2026
On the afternoon of February 6, 2026, at a media briefing in Beijing, Grace Tao, Tesla Vice President, offered the company’s most comprehensive public account to date of its strategic direction heading into 2026. It was the first time Tesla had systematically articulated how it sees its own future—and it marked a clear shift in identity.
11
Feb
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus toward artificial intelligence inference workloads in data centers.
11
Feb
Globe’s direct-to-cell satellite service aims to boost coverage and resilience across the Philippines
Globe Telecom stated that it will be the first operator in Southeast Asia to offer direct-to-cell satellite connectivity, becoming the second Asian carrier to collaborate with SpaceX on satellite data communications, following Japan’s KDDI.