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REALTIME NEWS
LG Electronics reportedly moves into ASIC design services leveraging TSMC ties
Tomorrow's Headlines
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Apple's iPhone market share fell in China as domestic brands held ground
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BOE advances glass substrates and prepares 12-inch fab for volume production
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Europe heat wave drives air conditioner demand and boosts power component orders
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USMCA review and post-Brexit rules cloud the auto supply chain
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7 days
14 days
Jul
1
2026
Nvidia GPU-network ecosystem tops data center Ethernet switches
As Acer nears its 50th anniversary, Stan Shih says 'Business Family' model offers more sustainable future
Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
Yageo chairman takes control of Anpec board
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Surging oil prices drive demand spike in Europe's used EV market
OpenAI engineers claim to discover way to cut inference costs in half
TMY Technology clears Taiwan listing review, satellite and defense businesses drive turnaround
Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus
Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies
Tesla taps Intel 18A veteran to lead Terafab chip project in Texas
China's humanoid robot boom turns physical AI from prototype to production
Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further
Samsung Display to expand OLED capacity as foldable demand builds
Kinpo expects 2H revenue to exceed 1H amid plant ramp
Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief
Gus Technology names Hota Group president as chairman
Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts
China's price war cuts humanoid robot hand costs in half — but precision parts resist
China's chip material makers riding the AI boom close in on Japan
Amazon's new US$1 billion division aims to embed AI engineers in clients' teams
AI chip startup Rebellions' acquisition of SqueezeBits signals push beyond hardware
South Korea's southwest chip hub plan faces supplier gap
Taiwan outpaces world in AI adoption, but firms lack strategy, Microsoft finds
Schneider Electric to acquire industrial AI firm Cognite for US$3.1B
GigaDevice flags memory cycle risks amid share price surge
Chinese battery makers reportedly shut out of Japan's cybersecurity certification
How pricing dynamics and govt regulations are reshaping AI balance of power
Taiwan starts collecting carbon fee, with highest amount from semiconductor firms
China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026
DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war
China loosens auto aftermarket rules, but Taiwan firms are holding their ground in the US
Chinese lens suppliers expect smartphone shipments to fall 12% in 2026
India Semiconductor Mission 2.0 reportedly clears Finance Ministry hurdle as govt highlights first-phase progress
Japan launches US$6.2 billion AI initiative as SoftBank consortium targets physical AI leadership
Anthropic's Sonnet 5 delivers near-Opus performance at 60% lower cost as export ban lifts
AI fuels OSAT pricing power as chip packaging orders fill through 2027
The price behind India's investment boom
AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns
Naphtha supply risk adds pressure to semiconductor materials
Taiwan sends defense drone bills to committee review as supply chain ramps up
Global auto supply chain braces for fiercer 3Q26 profit battle
Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints
LCD TV panel makers face a softer peak season as demand weakens and costs climb
Taiwan auto market levels as easing US tariff uncertainty boosts parts exporters
H2U eyes AI health data opportunity with July Innovation Board listing
Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26
South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem
SK Hynix talent hunt targets HBM's next frontiers while drawing Samsung employees' attention
Why South Korea may struggle to replicate Taiwan's semiconductor success
TASA upgrades TRITON weather satellite data with NOAA collaboration
China's private rocket makers chase SpaceX model as satellite demand strains launch capacity
South Korea's AI memory push draws scrutiny from both Taiwan and China
China ADAS chipmaker Horizon Robotics faces BYD test after No. 2 climb
Jun
30
2026
Walmart signs first nuclear power agreement to secure 176 MW of zero-emission supply
Asia Neo Tech and Brooks sign 15-year FOUP deal
Ability Opto-Electronics targets CPO growth with V-groove and MT lines
Up Young expands distributed energy offerings in Taiwan with Mitsubishi Heavy Industries gas generators
TSMC fast-tracks CoPoS—whole supply chain under gag order
TSMC 2nm, CoWoS, and CoPoS broadly lift Taiwan's equipment, materials, and packaging suppliers
Lenovo warns elevated memory prices could become the new norm beyond 2030
Fulltech Fiber Glass to lift cloth prices as much as 30% from July
Local backlash led to more than 300 US data center bans and moratoriums since 2023
Huawei OpenHarmony targets China's humanoid robot race with 1.3 billion-device ecosystem
Samsung Electro-Mechanics targets AI server growth with MLCC talks, substrate push
TBI Motion taps humanoid robot demand with small-batch shipments
Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes
China unveils national AI agent standards to accelerate interoperable AI ecosystem
Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber
Taiwan's Chief Telecom says raid over alleged AI server smuggling has no financial impact
Samsung commits KRW2,655 trillion to future industries, anchoring new Gwangju fab
HKC IPO gives China's display sector a third heavyweight
Memory suppliers lock down buyers as contract prices continue surging in 2H26
Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT
IC design firms brace for uncertain peak season as prices rise
New GPU and ASIC platforms to drive stronger server shipments in 2H26
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules
AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide
Samsung revives 1.4nm foundry push as 2029 timeline takes shape
SK Hynix accelerates Yongin fab timeline by 12 years as HBM strains memory capacity
AI super cycle lifts semiconductors, but China chip group warns of a distorted boom
China's third-largest pure-play foundry's HK filing shows growth, but also rising risks
Notebook supply chains brace for weaker 2026 peak season
South Korea looks to Taiwan as model for semiconductor decentralization
Rocket Lab challenges SpaceX with US$8 billion Iridium deal to build fully integrated space company
DRAM price surge tests South Korean memory makers' HBM4 push
Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
Taiwan optics sector heads into peak season as Apple demand, camera orders rise
Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom
Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier
EU's push for cloud sovereignty draws fragmentation warnings
Commentary: Behind Micron's bet for long memory demand cycles
Nvidia, Firmus partner on Indonesia AI infrastructure project
Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms
Expected MCU price hike drives early 1H26 pull-ins
OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks
Taiwanese smartphone shipments face deeper pressure as component costs rise
Shuotong expects stronger demand for liquid cooling in 2H26
Riken and Taiwan academia join forces on next-gen compound semiconductors
Honda, GM, and Ford redirect capacity to energy storage as EV demand slows
Samsung, SK Hynix step up CO₂ buying as supplies tighten
China's LineShine puts Beijing back on top of supercomputer race
China's SiC race shifts from EVs to AI data centers as SICC overtakes Wolfspeed
Halos signals Nvidia's bid to make safety certification the robotics gateway
Arm says it tops 50% share in hyperscale cloud as x86 grip slips
Anthropic tops global unicorn list as China shifts to hard tech
PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses
Hyundai says one year of output beats Tesla's 10-year sales; manufacturing capacity crucial in physical AI race
Commentary: Apple raises prices, markets flinch— but demand proves more resilient than feared
Red Hat sees cloud-to-edge shift in Taiwan AI deployment
Intel-UMC tie-up talk runs into hard realities of process gaps and cash needs
Yao Sheng bets on four new product lines, names Te-ching Shen as president
Jun
29
2026
China memory makers fuel local chip equipment push as CXMT lands Tencent deal
Baidu subsidiary Kunlunxin seeks US$50B IPO valuation, asks investors to buy its chips
Chengxi approved for Taipei Exchange listing as AI reshapes customer service
BYD's 4nm smart-driving chip signals deeper EV supply-chain integration
Kyocera to invest JPY650 billion in chip equipment and data center components
Taiwan launches quantum talent program, sends 15 abroad
Taiwan's first homegrown submarine enters dive trials ahead of handover; shipbuilder eyes unmanned boat contracts
BOE's military designation hands South Korean panel makers a strategic opening
Samsung chair backs Korea's southwest chip cluster, maps nationwide investment
US widens China tech ban to include legacy Huawei, ZTE equipment
DARPA seeks radically low-power, damage-tolerant computers for austere battlefield environments
Taiwan optics makers eye humanoid robot vision market as deployments accelerate
Taiwan smartphone shipments rose in May despite higher component costs
China's first diamond semiconductor supply chain project lands in Zhengzhou
Musk backs Cook as AI memory crunch drives Apple price hikes
AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint
Samsung could become HBM market share leader in 2027
Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea’s southwest
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch
BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push
Orbbec builds Vietnam factory to broaden global reach
China adds 40 Japanese entities to export control and watch lists
Wistron expands US production to meet AI server demand
SK Hynix sets up new strategy unit as HBM race intensifies
Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action
Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS
China makes AI power a national priority in new five-year energy plan
Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash
Potens expands into AI cooling and power markets, server revenue share hits double digits
Johor's power grid faces mounting strain as data centre pipeline expands
Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes
Foxlink appoints Freddy Kuo president, targets AI factory transformation
Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins
US AI restrictions face scrutiny as Chinese models gain ground
Physical AI's next hurdle is not walking, but grasping
Onsemi's Synaptics acquisition intensifies competition for physical AI leadership
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Hyundai, LG and Doosan ramp up robotics plans as South Korea's Physical AI race heats up
Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs
CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage
Taiwan electronics sector stays upbeat as AI demand lifts exports
AIC sees double-digit growth as AI infrastructure shifts to rack-level systems
FIT consolidates EV charging brands, builds Saudi plant to localize supply
LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom
Samsung slows next-gen memory push as price surge rewards existing lines
Taiwan joins post-HBM memory race with Intel, SoftBank
India roundup: Global tech giants deepen India investments
Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators
Taiwan Power ends three-year losing streak in 2025, but posts NT$9 billion loss in early 2026
Niching targets higher margins as heat spreader orders extend through year-end
As SpaceX plans more launches, Eson seeks to scale satellite parts business
Apple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series
LinkCom leans into AI networking and high-power power modules to drive growth
Infineon counters Innoscience claim after China GaN patent setback
AI drives TV platforms as Samsung and LG chase smart-home ecosystems
Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
Jih Lin rides AI power demand to clip packaging
Taiwan water treatment firm rebrands to chase chip-grade purification demand
Jun
28
2026
Apple's first foldable iPhone reportedly on track for September 2026 launch
Rakuten, AST SpaceMobile JV aims to break Starlink's grip on Japan's satellite market
LG Chem weighs CCL expansion as AI chip demand strains supply
Kaori fuel cell orders extend to 1 year; expanding capacity in Taiwan and overseas
2nm advanced process waste surges 13x, Techzone targets semiconductor ESG waste treatment market
Trusval reports record 2025 profit, eyes global growth in 2026
Sunrise builds integrated energy platform as AI data center demand rises
Smartwatch sales return to growth as AI and health features lift demand
AI attacks scale up as annual security checks lag
Aleees shifts to in-house manufacturing after US order opens North American push
CALIN shifts into land, sea, air and space markets as Starlink samples move forward
Jun
27
2026
The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
JCET's US$1.1bn expansion shows where China's AI chip crunch is moving
Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity
Hanmi targets advanced packaging market with FC Bonder 3.5
US backs I-Pulse's $250M plan to use pulsed power for geothermal drilling
ShunSin sees CPO potential, adds TSMC veterans as independents
Taiwan motorcycle maker SYM's profit falls in 2025 despite record market share
LG pushes robot strategy from home to factory; data shortage remains a challenge
AI-driven chip demand tightens air and sea freight capacity and lifts rates
DrayTek's revenue slide drags into 2026, company pins hopes on Wi-Fi 7 and cybersecurity
SK On completes China battery joint-venture restructuring with Eve Energy
Zettabyte urges new standard for quality AI compute as demand surges over two years
MediaTek frames orbit compute and NTN as next strategic R&D priorities
Jun
26
2026
Samsung SDI targets US battery supply chains with US$20M Forge Nano investment
SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants
Inside Corning: a century of R&D bets, and why optical fiber is paying off again
Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand
Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options
Qualcomm HBC takes aim at HBM costs in AI data centers
Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions
Seres' US$25bn wipeout tests the price of Huawei's EV halo
Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?
Global intelligent eyewear market surges as AR and smart glasses gain ground
AuthenX targets AI data center interconnects with plug-and-play FAU for CPO
Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market
AIDC showcases advanced composite materials for next-gen aircraft, drones
Taiwan to draft new drone budget after defense bill cuts
OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty
Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt
Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens
Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns
Teradyne expands India focus with new country manager
Corning weighs South Korea site as chip packaging race turns to glass
Academia Sinica readies Taiwan-made quantum chip for engineering push
OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use
Analysis: Why Apple can't wait out this memory shortage
Honyi International rebrands as Tianyi Water and Energy Solutions to seize water-power integration opportunities
SK Hynix races to open Yongin triple-deck fab in 2027
Apple reportedly revamps Mac chip roadmap to accelerate AI push
Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base
How big tech is nudging cloud emissions on customers
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics
Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap
IBM breaks sub-1nm barrier with 3D nanostack transistor platform
Fuji Electric-linked arrests expose rare earth compliance risks for Japanese tech firms in China
SK Hynix's US$29 billion Nasdaq plan puts capacity expansion in focus
Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI
Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook
Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud
Taiwan Semiconductor accelerates transformation as unit listings and SiC, GaN bets take shape
Onsemi agrees to acquire Synaptics in US$7 billion all-stock deal
Alibaba chip unit T-Head triples registered capital amid AI push
CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling
SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments
GlobalFoundries expands Singapore role as it targets physical AI hardware wave
Europe aggressively pursues non-red supply chains; Thunder Tiger showcases unmanned combat systems in Poland
Apple and Google consider adopting Chinese memory chips: three obstacles remain
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance
How Optivision is speeding up the shift from LCD optical films to high-end auto applications
Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration
China power semiconductor makers raise prices as AI and vehicle demand grows
Tungsten shortage spreads from raw material to chip manufacturing, Japan warns
Quantum Systems to build 2,000 TerMIT unmanned ground vehicles for Ukraine
Altos and FPT sign MOU to scale enterprise AI and HPC across Asia-Pacific
Taiwan drone makers pivot to non-China supply chains to win overseas markets
BIZ FOCUS
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
Thursday 28 May 2026
VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
MOST-READ
7 DAYS NEWS
TSMC 3nm lead times surpass one year as Samsung faces Intel in foundry push
TSMC 2nm, CoWoS, and CoPoS broadly lift Taiwan's equipment, materials, and packaging suppliers
Samsung Foundry turns to 5nm, 8nm orders as 2nm comeback takes shape
Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
Intel deepens ties with Taiwan's chip supply chain as October talks expand
Taiwan outpaces world in AI adoption, but firms lack strategy, Microsoft finds
China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026
Tesla taps Intel 18A veteran to lead Terafab chip project in Texas
AI fuels OSAT pricing power as chip packaging orders fill through 2027
Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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