TSMC Exits Mature Processes: 80% of 8-inch Capacity Transferred to VIS
Leading foundry TSMC is accelerating its capacity restructuring and fully phasing out of the mature process domain. According to sources, TSMC currently maintains an annual 8-inch capacity of approximately 5 million wafers, of which about 80% (4 million wafers) will be progressively transferred to i...
Sharp to Close LCD Panel Subsidiary "Sharp Yonago"
Japanese electronics giant Sharp is continuing to advance its business restructuring strategy, with plans to formally close its LCD panel subsidiary "Sharp Yonago" by the end of July 2026. This decision marks another significant contraction of Sharp's presence in the LCD panel sector a...
Renesas Electronics Reports First Loss in Six Years, Divests Timing Business for $3 Billion
On February 5, 2026, Japanese semiconductor giant Renesas Electronics released its fiscal year 2025 financial results, forecasting a net loss of 51.7 billion yen (approximately $330 million)-marking its first annual loss since 2019 and representing a stark contrast to the profit of 219 billion yen p...
ADUM Series Digital Isolators: Technical Analysis, Model Selection, and Application Guide
The ADuM series digital isolators are revolutionary products developed by Analog Devices (ADI) based on proprietary iCoupler® technology. Utilizing chip-scale on-chip transformers to replace the LEDs and photodiodes in traditional optocouplers, these devices achieve efficient electrical isolati...
Infineon Acquires ams OSRAM Sensor Business for €570 Million
On February 3, 2026, German semiconductor giant Infineon Technologies officially announced an agreement with ams OSRAM to acquire its non-optical analog/mixed-signal sensor business for €570 million. The transaction will be completed on a debt-free, cash-free basis and is expected to close in t...
TI Eyes $7 Billion Acquisition of Silicon Labs
In February 2026, according to sources familiar with the matter, Texas Instruments (TI) is in advanced negotiations to acquire Silicon Labs, with a transaction value of approximately $7 billion. The discussions have entered a substantive phase, with both parties expected to formally disclose transac...
The Pause Button: ST-GF Joint Venture and Sumitomo Electric's SiC Project
From 2025 to early 2026, the global semiconductor manufacturing industry encountered a rare "construction halt wave," with multiple heavyweight wafer fab projects being suspended or canceled in succession, triggering violent shocks throughout the industrial chain. Among these, the joi...
