South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push

South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector. President Lee Jae-myung chaired a high-level government meeting with Samsung Electronics, SK Hynix, and policymakers, underscoring the urgency of reinforcing national competitiveness as global demand for AI semiconductors surges.

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Taiwan firms target defense surge as NT$1.25 trillion budget nears approval

Taiwanese manufacturers are positioning themselves for defense-sector expansion as the government prepares a NT$1.25 trillion (approx. US$40 billion) special budget to accelerate domestic weapons production and strengthen supply chain autonomy. The initiative aligns with a global surge in military spending and is expected to create new opportunities for unmanned systems, aerospace maintenance, and satellite communications.

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Drones emerge as new growth area for rugged IPCs targeting ground control stations

Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since the Russia-Ukraine war, drones have become a decisive weapon on modern battlefields. Compared to the drones themselves, GCS devices share similarities with existing rugged tablet product lines, positioning 2026 as a key year for shipment growth.

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US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty

US regulators have introduced a new inspection protocol for Nvidia’s H200 accelerators destined for China, requiring chips manufactured by TSMC to be shipped to the US for national security review before they can be re-exported. The unusual routing underscores Washington’s effort to maintain visibility over advanced computing hardware as global memory shortages threaten to slow new data center deployments through 2027.

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Gigabyte MO27Q28GR is official but not completely revealed

The Gigabyte MO27Q28GR is a new OLED gaming monitor that appeared on Gigabyte’s website for a day before its product page was closed down. Still, there are screenshots, photos, and a promotional video by Gigabyte that give us a glimpse of the main Gigabyte MO27Q28GR specifications. Most likely, this monitor will get a formal announcement at CES 2026, which is less than a month away. The Gigabyte…

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