Analysis: Japan targets advanced packaging to crack TSMC’s manufacturing edge

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC’s 3nm and 2nm capacity is largely locked in. Advanced packaging now contributes a growing share of sales. The company is on track to see annual revenue exceed US$250 billion around 2029 or 2030. That widening gap has pushed Japanese companies to focus on panel-level packaging and nanoimprint technologies. Both emerged at SEMICON Japan 2025 as key levers to bypass manufacturing bottlenecks and secure a foothold in the fast-expanding AI accelerator supply chain.

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Asus halts 2026 smartphone plans, eyes entry into drone and AI glass markets

Asustek Computer has confirmed it will not launch any new smartphones in 2026, effectively scaling back its mobile device business. At the same time, the company emphasized that after-sales support, maintenance, software updates, and warranty services will continue as normal. The move comes amid intensifying global competition and supply chain challenges, with the company redirecting efforts toward emerging products like drones and smart glasses.

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Commentary: When the grid can’t keep up with the algorithm

Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The primary obstacle is not a shortage of semiconductor chips or inadequate computing capacity. It is a more fundamental resource: electricity. Increasing demand from AI data centers (AIDCs) is straining the nation’s electric grid. It is testing the limits of social tolerance.

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Analysis: Chip boom squeezes device makers as surging component costs threaten margins

The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade Statistics (WSTS) forecast, released in December 2024, expects growth to be driven predominantly by logic chips, including GPUs and AI accelerators. Memory markets are poised for the steepest increase.

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Asus claims No. 1 global market share in OLED monitors as shipments surge in 2025

Asus has secured the top position in the global OLED monitor market, marking a major milestone in a year defined by rapid growth and intensifying competition. According to new data from TrendForce, the company captured an estimated 21.9% market share in 2025, outpacing rivals as worldwide OLED monitor shipments climbed sharply throughout the year. The achievement reflects a strategic push by Asus…

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LG 32GX870B goes official with AI features and a dual-mode 4th Gen Primary RGB Tandem OLED

The LG 32GX870B appeared on LG’s CES 2026 webpage, hinting at imminent launch at CES 2026. Marketed as the “world’s first AI Upscaling 32-inch 4K OLED 240Hz gaming monitor”, it features LG’s 4th Generation OLED panel with a 4-stack Primary RGB Tandem structure. The 4K screen delivers up to 1500 nits of peak brightness and is VESA DisplayHDR True Black 500 certified. With a native 10-bit color bit…

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ASRock Taichi OLED monitors will debut at CES 2026 along with new Phantom Gaming QD-OLED models

ASRock is unveiling its next-generation 27‑inch OLED gaming monitors, bringing together the performance-focused Phantom Gaming lineup and the new Taichi series to showcase advances in ultra‑high refresh rates and cutting‑edge OLED panels. The Taichi family – represented by the TCO27QX, TCO27QXA, TCO27USA, and TCO27USA‑W – pairs 27‑inch WOLED and QD‑OLED options with 2K and 4K resolutions, pushing…

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2026 Hisense UR9S and UR8S with RGB miniLED, 180Hz panels, and Dolby Vision 2 go official

Hisense Europe has officially lifted the curtain on its 2026 television lineup, headlined by the new UR9S and UR8S series. The models introduce RGB miniLED backlighting, 180Hz panels, and support Dolby Vision 2. The Hisense UR9S is available in three sizes, each featuring a 4K panel with a peak brightness of up to 4000 nits: Hisense 85UR9S Hisense 75UR9S Hisense 65UR9S The Hisense UR8S series is…

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