Among them, Semiconductor exports increased by 137.6% year-on-year, reaching $6.73 billion, accounting for 31.5% of total exports, which is 12.3 percentage points higher than the same period last year.

SMIC has released its financial results for the fourth quarter of 2025. In this quarter, the company achieved revenue of $2.489 billion, marking a 4.5% quarter-over-quarter increase compared to Q3 2025, and a 12.8% year-over-year growth compared to Q4 2024. Gross profit for the quarter amounted to $478 million, a decrease of 8.5% QoQ and 4.2% YoY, with a gross margin of 19.2%, down 2.8 percentage points from the previous quarter and down 3.4 percentage points from the same period last year.

United Microelectronics Corporation (UMC), a leading global Semiconductor foundry, recently announced its January 2026 revenue figures, marking a solid start to the new year. According to the data, UMC achieved revenue of NT$20.862 billion (approximately US$668 million) in January 2026, an 8.2% increase compared to the previous month and a 5.33% increase compared to the same period last year, achieving double-digit growth both monthly and year-on-year.

On February 7th, Qualcomm announced the successful completion of the tape-out process for 2nm chip in India and showed wafer samples to the public. The breakthrough marks a significant milestone in Qualcomm's global Semiconductor technology roadmap and highlights India's central role in Qualcomm's strategic development. The design that completed tape-out is expected to be used in Snapdragon 8 Elite Gen 6 processor and Snapdragon X Elite 3 chip, powering flagship Android smartphones by the end of 2026. Furthermore, Ashwini Vaishnaw, Minister of Indian Electronics and Information Technology, indicated that the next step for India is to establish domestic 2nm wafer fabrication plants.

On February 6th, Macronix announced its January 2026 revenue of NT$3.017 billion, a 14.6% increase from the previous month's consolidated revenue of NT$2.632 billion. This continued the previous recovery trend, demonstrating strong resilience and growth potential.

According to South Korean media outlet ZDNetKorea, global Semiconductor giant Samsung Electronics is considering raising prices for some advanced process technologies in its foundry business, primarily targeting the currently high-demand 4nm and 8nm processes, with an average increase of around 10%.

According to South Korean media reports, Samsung Electronics has officially restarted its investment in the NAND flash memory production line at its P4 plant in Pyeongtaek, with related production equipment beginning to be moved into the plant.

The results significantly exceeded the previous record set in 2024. The annual revenue increased by more than 30 trillion won while the annual operating profit nearly doubled year-on-year, marking the highest annual performance in the company’s history.

Samsung Electronics employs a 4nm process for HBM4 logic dies. The chip development and mass production are handled by the System LSI division and the Foundry division within the Device Solutions (DS) business unit. Furthermore, Samsung has been confirmed to be designing logic chips for custom HBM using a 2nm process.

Micron expects this acquisition to contribute to meaningful DRAM wafer output beginning in the second half of calendar 2027.

SK Hynix announced on Jan. 13 that it has decided to make a new investment in the advanced packaging fab P&T7 to stably respond to global artificial intelligence (AI) memory demand and optimize production at the Cheongju fab.”

NVIDIA will establish a research and development (R&D) hub in Korea. This follows up on the commitment made by NVIDIA CEO Jensen Huang, who visited Korea in October last year and announced plans to supply over 260,000 high-performance AI Semiconductors.

Netlist claims that Samsung Electronics’ core memory products, including High Bandwidth Memory (HBM) and DDR5, have infringed on its technology patents. The company has requested the ITC to issue exclusion orders and cease-and-desist orders to prevent the import of the allegedly infringing products into the United States.

South Korea's 2025 Semiconductor Exports Hit Record High of $173.4 Billion

U.S. Eases Equipment Import Restrictions for Samsung and SK Hynix's China Factories