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Low-cost cruise missiles drive a new drone cost race

Tomorrow's Headlines

Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk

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China’s AI industry accelerates shift to Huawei’s Ascend ecosystem

Tomorrow's Headlines

Why did memory price surge hits Samsung mobile profits while Apple still posts record gains

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Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype

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Nvidia and AMD deepens Taiwan-US strategic economic ties

Tomorrow's Headlines

May

6

2026

Lumentum sees explosive expansion as AI demand fuels record results

GlobalFoundries signals stronger second half despite mixed end-market demand

Transcend reports record April revenue as memory shortage drives prices higher

TV panel prices stall as China cuts output to defend prices

DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach

Supermicro posts $10.2B in Q3 revenue, missing own guidance by $2B as working capital swings drive $6.6B cash outflow

From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map

SoftBank, Intel target HBM limits with 9-layer memory

Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook

AMD lifts outlook as AI demand fuels data center growth

Southeast Asia's fab deficit threatens a chip boom shutout

Samsung board chairman warns strike could disrupt chip output

How Plug and Play is bridging Taiwan's deep tech startups with Silicon Valley capital

May

5

2026

E Ink to launch major e-paper zone at COMPUTEX with 40 partners

Tesla AI5 dual sourcing may not mean equal weight for Samsung

SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing

South Korea eyes memory-led AI order against Nvidia

Ardentec's Longtan plant to start AI ASIC testing in 3Q26

European delegation meets Taiwan industry to bolster counter-drone cooperation

Google's TPU push hits Nvidia's neocloud grip

AI and chips propel US back to top of Taiwan's trade chart

AMI capacity sold out through 2028 as CCL makers race for high-end tools

TCL reportedly in talks to sell majority stake in India display plant

Another Qualcomm exec joins Intel to lead PC and physical AI unit

As Nvidia goes to zero in China, Beijing races to fill the void

Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst

SEMICON SEA 2026: the trillion-dollar chip era is already here

Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

OpenAI, Anthropic race to lock in enterprise AI deals with Wall Street capital

Trump tariff forces Euro carmakers into a two-front squeeze

Taiwan networking vendors lose sync with global rebound, raising competitive and supply risks

Delta Electronics' security tie-up positions it to push into integrated smart buildings

Taiwan's TCC plots European listing as green revenues overtake home market

Tron Future Tech's T.MicroSat-2 completes downlink verification

Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides

Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances

Automakers pivot to subscription-ready Level 2 and Level 2+ driver assistance as revenue strategy

Machvision sales hit a record high on strengthening AOI demand

CHPT posts record April revenue on AI-driven HPC demand

DDR6 server memory moves into early development as industry prepares for next-generation AI demand

Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track

MediaTek ASIC surge puts 60% revenue share within reach

Ubiqconn establishes R&D base in Shalun to build collaborative unmanned vehicle ecosystem

Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials

Memory price hikes push smartphone shipments down more sharply than notebooks

Ta Tun Electric posts record first quarter revenue and profit on ultra-high-voltage projects

Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition

AUO to highlight Micro LED, AI and ultra-low-power displays at SID Display Week 2026

Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply

Onsemi says China remains a strong market despite softer passenger vehicle volumes

Onsemi sees AI data center and Treo driving revenue and margin recovery

Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth

Onsemi signals early recovery as AI demand strengthens but profitability remains volatile

SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery

Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production

Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time

Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?

SK Hynix weighs memory plant shift as HBM demand outlook changes

Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone

May

4

2026

ADT lands US AI chip deal using Samsung 4nm

Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives

Win Semiconductors: GaAs and InP supply still meets production demand

Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in

Samsung strike exposes AI-era pay divide, raises HBM supply risks

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

Taiwanese Micro LED suppliers race to tap optical links for AI data centers

Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs

AI memory crunch squeezes 5G FWA market

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift

AI's 1.6T shift turns InP into optical supply chain bottleneck

Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Apple's cash pivot: A new CEO and strategy for the AI arms race

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%

PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties

Commentary: Intel names TSMC as key partner; insider drives its comeback

Taiwan moves to close the gap on semiconductor equipment self-sufficiency

Realtek sees PC revenue growth despite 2026 shipment decline

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Foxconn shoots for the stars — and Starlink's playbook

Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain

MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity

China curbs memory speculation; DDR4 spot slides, contract prices surge

Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand

L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics

Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates

Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises

China's auto sector pushes standards and exports while disposable-car concept gains traction

SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging

Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders

US Space Force finishes GPS III launches and pivots to GPS IIIF rollout

SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand

Foxconn says Tucheng probe limited to employees and does not affect operations

China automakers adopt disposable-car subscriptions to accelerate tech turnover

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels

MIT Technology Review outlines 10 key AI trends shaping the future

ESMC confirmed to be on schedule — and sets its sights on AI

Holtek raises low-margin MCU prices, expands AI server cooling and optical comms

India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron

AI data center demand boosts IDM growth in industrial market

Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies

China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles

Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

Zhen Ding expands NTHU partnership with new five-year research program

May

3

2026

Foxconn launches second-gen LEO satellites, tests inter-satellite links

Taiwan's Hsin-li Chemical to acquire up to 30% of golf equipment distributor Dacome in tender offer

Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

Taiwanese makers chip in as LEO satellite launches reshape global supply chains

Samsung restructures home appliance business after 90% profit erosion

Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth

CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain

Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification

Lite-On's AI power ramp lifts 2Q26, but cautious PC outlook tempers 2H26 visibility

Smart Eye expands AI in-cockpit sensing from driver monitoring to full cabin perception

Taiwan quartz makers target LEO satellite boom by 2027

May

2

2026

MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel

OpenAI reworks Stargate data center strategy as site plans change

NSTC forms task force to lead Taiwan's multimodal AI foundation model development

After buying Ansys, Synopsys starts merging the two stacks

Yageo AI revenue reaches 15% as chair says sector remains early in cycle

Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage

Qualcomm says Samsung chip share remains above 70% despite Exynos push

Lite-On profit rises on surge in AI-driven cloud demand

Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand

Onsemi expands collaboration with NIO to support 900V EV platforms

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China's memory makers post blockbuster gains as AI tightens supply and resets prices

May

1

2026

TeraFab is already changing the semiconductor landscape — before a single chip is made

AI chip boom sends Korea exports to record highs, supply crunch deepens

OpenAI demand doubts cast shadow over AI server supply chain

China's US$1M Nvidia AI servers expose global chip squeeze

Advantest beats on AI chip testing, cautious outlook dents shares

China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs

Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba

Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens

Column: Designing safety for VLA robots in commercial deployment

Hardware bottlenecks emerge as humanoid robotics race intensifies

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar

SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Commentary: Honor's robot win highlights thermal edge in robotics

Apr

30

2026

AGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation

Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging

Google's split TPU chips signal shift from universal to specialized AI accelerators

Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth

SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy

ASE Technology sees seasonality fade as AI demand drives steady 2026 growth

Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests

CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets

MetaX GPU revenue jumps 75%, losses narrow on AI demand

Meta's 1Q26 earnings redraw the AI hardware map

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Memory crunch squeezes smartphone SoC market as Samsung gains share

Samsung memory buyers lock in longer deals as 2027 demand comes early

Taiwan wafer maker Episil triples capex to scale silicon photonics for AI

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Quanta eyes strong 2026 server demand as general-purpose orders surge

Intel kills three projects in two months as Kechichian launches multi-year reset

Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales

Unisplendour, H3C gain from AI buildout, monetization in focus

Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants

South Korea's OLED share rebounds to 68.7% in 2025

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

China Electric manufacturing bets on AI to revive growth

Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom

AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders

UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention

Wingtech losses widen on Nexperia dispute, triggering delisting risk

Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan

Taiwan's AI push awaits legislative green light

Microsoft sales beat estimates as Azure growth eases spending concerns

Cambricon earnings surge on AI compute demand

SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry

Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility

ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand

CyberLink warns AI search and memory costs may dent growth in 2Q26

Samsung highlights stable 4nm tech as AI, automotive demand grow

OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling

Qualcomm to ship custom product with hyperscaler in 4Q26

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Nissan's restructuring yields operating profit, but net loss persists as sales slump

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

Amazon posts solid growth as AWS and AI investments drive momentum

Qualcomm flags near-term headwinds as data center push gains traction

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

Google's TPU shortage lays bare a widening AI infrastructure edge

AI drives power interconnect surge as BizLink and JPC target high-end markets

OpenAI stirs smartphone industry with 2028 AI agent phone plans

Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Amkor advances data center CPU mass production amid manageable supply and cost risks

Taiwan's UMT reports record profit on satellite demand

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan drones enter Ukraine battlefield, transport model drives global market expansion

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Apr

29

2026

UMC profit doubles, touts Intel-backed US manufacturing option

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Taiwan-Germany trade shows strong growth in 1Q26

China OSAT leader JCET expands in advanced packaging, profit climbs

BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Seagate leans on long-term contracts as storage demand stabilizes

FCC expands ban on non-US networking devices, raising supply chain pressure

China memory chip designer Montage lifts profit on DDR5, AI server demand

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

TSMC exits Arm investment with US$231 million sale

Seagate sees agentic AI beginning to lift HDD demand

Seagate tops estimates, raises outlook on cloud, AI demand

Taiwan urges early quantum computing industry involvement before standards are set

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

BYD reports steep drop in profit despite global expansion

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack

US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

UMT identifies UK partner linked to Starlink supply chain

China's GPU IPO wave meets its hardest test: cluster stability

Hsinchu water restrictions ease as reservoirs rebound

Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute

AI token demand drives TSMC node expansion, buoying Taiwan's economy

AI server demand locks up memory supply through 2027, prices seen holding firm

Data center power and cooling overhaul will reshape global AI infrastructure

OpenAI's growth slowdown raises questions over AI expenditure

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

NXP signals structural growth as automotive and industrial drive momentum

Taiwan logs record chip exports, AI demand outpaces geopolitical risk

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwan makes its quantum move, rallying 18 companies

NXP advances VSMC and ESMC projects with ramp timelines on track

Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market

Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling

Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high

NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments

Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices

Europe turns into battleground as Chinese automakers surge and Kia trims price gap

Samsung exits China's TV and appliance market to double down on US growth

Toyota leans on hybrids and affordable sedans to hit record global sales

Lexus launches eighth-generation ES in Taiwan with hybrid share nearing 60%

OpenAI revises five core principles, signaling tougher competitive posture and oversight

NXP beats expectations and lifts outlook on improving chip demand

Oracle moves Supermicro orders to Taiwan, elevating local server makers

Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure

CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply

Commentary: At Beijing Auto Show, hardware takes the wheel

Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5

Adata reports soaring earnings on strong memory demand

Coretronic posts first quarterly loss since 2008, plans holding company overhaul

Taiwan's Ministry of National Defense plans to deploy robotic dogs for unmanned reconnaissance

Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer

Samsung doubles down on 2nm as TSMC pushes toward 1nm

American-made Fords are selling out in Taiwan — and prices are going up to match

CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up

Texas Instruments executive discusses high-voltage power architecture for AI data centers

Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key

Memory test capacity stays high as substrate prices may rise in 2Q26

PCB industry urges four policy moves in Thailand expansion

Apr

28

2026

Nvidia signs record Bengaluru office lease as India AI push accelerates

Nanya breaks into Nvidia's AI memory ecosystem with LPDDR

Acer's 50th anniversary focuses on talent cultivation in Taiwan

Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge

ASE signs cybersecurity MOU with national institute to shore up semiconductor defenses

Amkor records strong 1Q26, advanced packaging expected to triple YoY

Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round

Meta bets on orbit-to-grid solar to power AI infrastructure around the clock

Microsoft's cloud strategy tightens AI compute supply

Empyrean draws retail inflows while profit falls, testing China EDA valuations

Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices

Indian startup targets AI inference opportunity with full-stack compute platform

LG reportedly plans to expand its India manufacturing footprint

Wistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations

Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

Chinese automakers use supply chain shifts to bypass US trade barriers

Celestica reports strong 1Q26 as cloud demand lifts results

US and China auto markets face diverging pressures

Analysis: Why Tokyo Electron's China problem goes deeper than a data breach

Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder

US chip packaging capacity to hit 10% by 2032

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond

OpenAI eyes agentic AI phone but faces challenges beyond chip design

Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion

New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter

Rising component costs push Chinese phone makers to speed product cycles and favor high-end models

Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables

Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion

End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift

Why Big AI is hiring philosophers to tackle the ethics gap and how the approaches differ

China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout

Radiant Opto-Electronics delays optical communications push by 2–3 years

Strong demand and advanced packaging execution drive Amkor's upbeat quarter

Kakao Mobility launches Level 4 robotaxi, scales AI mobility platform

AI-driven demand and record backlog fuel Cadence's strong start to 2026

TSMC 2nm leak case results in NT$150M fine for TEL; company says no confidential data was leaked and discussions are underway

Why the AI boom still runs through Taiwan — and why that won't change

Commentary: What Amap reveals about AI navigation, data control

DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints

AI chip testing complexity lifts probe card and upstream supply chain demand

AetherAI wins FDA and IVDR nods for digital pathology platform as it eyes global expansion

Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race

Taiwan's Tmytek targets profitability with push into satellite communications

GrandTech drives growth with AI cloud and 3D printing for drone market

Apple and Asus defy PC market slump with growth in 2026

AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%

Moore Threads hits first profit, AI compute orders drive growth

LG Display posts strongest 1Q26 profit in five years, signals end to job cuts

Commentary: Tim Cook's sole omission during 15-year tenor

Apr

27

2026

DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

Samsung reportedly breaks 10nm barrier with first single-digit nanometer DRAM working die

Tmytek expands testing capacity with new high-frequency lab

Thailand's PCB industry moves upmarket, local supply gaps persist

Analysis: Beijing Auto Show signals new phase in China's EV race

Commentary: DeepSeek reframes AI competition around efficiency, not scale

Taiwan's Rapidtek establishes link with second IoT CubeSat in orbit

Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Tesla begins Cybercab production in Texas, targeting robotaxi revenue after 2027

Evergreen warns higher oil costs will complicate 2026 planning and cloud fourth-quarter demand

OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

Apple's new CEO faces geopolitical and regulatory crosscurrents that could reshape the company's strategy

TSMC trade secret theft ends in 10-year sentence, $4.6M fine against Tokyo Electron

Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene

Broadcom, Marvell set to benefit as 1.6T optical modules near mass production

Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge

HCL-Foxconn JV taps Taiwan's CTCI to build India OSAT facility

Foxconn's 48% export surge cements India's role in Apple's supply chain

China warns EU over industrial law, threatens countermeasures

MediaTek unveils active AI smart cockpit, advancing AI-defined vehicles

Singapore-washing is dead: China cuts off US tech investment

Nio pushes into chipmaking to cut reliance on Nvidia

Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race

Formosa 2 secures NT$58.9 billion refinancing, marking Taiwan's offshore wind maturity

Quanta bets on speed and scale to power next growth wave

Smart cockpit's next test: Can AI deliver real value?

DeepSeek cuts API prices 90%, sets new global low for LLM services

Denso weighs Rohm bid withdrawal as support stalls

ASE Technology spotlights 18 suppliers at the forefront of a trillion-dollar AI wave

TSMC's refusal of ASML's expensive High-NA EUV equipment, explained

Weekly news roundup: Micron's Sanand ramp shifts India chip debate; Qualcomm Chief reportedly seeks deals in South Korea

DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?

Exclusive: As cars go digital, cybersecurity emerges as industry's new battleground

MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps

South Korea and Vietnam deepen tech and supply chain cooperation amid global uncertainty

India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

Everlight ramping up in optical communications, supported by automotive and invisible light

Column: Where does robot training data come from?

S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets

Taiwan's growing AI and industrial demand reshapes corporate power strategies

Research insights: tendon-driven dexterous hands are key development factor as humanoids enter home market

Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

NEO Semiconductor advances 3D DRAM with POC validation

South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G

Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets

Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain

Meta and Alibaba blur social media and e-commerce boundaries

Taiwan's NCSIST partners with Saronic to advance autonomous maritime capabilities

Tata's India chip fab faces leadership churn and engineering hurdles amid uneven but continuing progress

Innolux enters leading tier of advanced packaging with new RDL and TGV technology

Apr

26

2026

BMW's color-changing car is no longer a concept — E Ink says it's ready for mass production

Harman hits KRW15.78 trillion in revenue 10 years after Samsung acquisition

AI data centers hit interconnect limits, boosting optical module demand

Samsung, Kingston reportedly lift SSD prices by over 10% as supply tightens

ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

Samsung reportedly advances sub-10nm DRAM as SK Hynix targets HBM4E sampling

Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

BizLink expands optical interconnect push, sees uncertain CPO ramp timing

Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back

Commentary: Sodium batteries reset EV cost structure and supply chain balance

Apr

25

2026

LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand

The Taiwan startup that Qualcomm helped build the agentic OS for edge AI

China's Horizon Robotics aims at Tesla with new self-driving platform

Taiwan's industrial production surges on AI infrastructure demand

India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion

Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Apr

24

2026

Hon Hai and Mitsubishi Electric sign MOU on joint automotive equipment venture

Chipmakers face higher cost pressure as packaging outpaces foundry price hikes

Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure

M31 and TSMC complete eUSB2V2 tapeout on N2P process

Memory price surge reshapes global notebook competition in 2026

DeepSeek previews V4 models with Huawei integration, signaling shift in China's AI stack

Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

TSMC CoPoS equipment orders face reshuffle with legal turmoil at Taiwanese equipment maker

Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

EU targets Android access rules, putting Gemini integration edge at risk

Microsoft and Meta announce workforce reductions amid heavy AI investment

Heran's three-brand strategy targets all appliance segments, with Yamada brand driving 2026 growth

Tesla's hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions

White House accuses China of 'industrial-scale' AI theft, signals crackdown

FSET eyes local battery recycling and storage by 2027

Commentary: DeepSeek rethinks funding strategy under talent drain and AI race

SK Hynix deepens TSMC ties with HBM4, advances memory-logic integration

Texas Instruments eyes further price hikes amid strong data center, industrial chip demand

AI PCB supply crunch squeezes margins on rising materials and energy costs

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Huawei invests CNY18 billion in smart driving while European legacy brands struggle for relevance

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Texas Instruments says edge AI opportunities extend beyond robots

E Ink and Netronix eye e-reader growth despite DRAM headwinds

MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal

German automakers lose share as EV incentives lift Chinese rivals

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

SMIC returns to advanced packaging, scales team to boost AI chip strategy

Taiwan aims to close drone supply chain gaps by 2027

Intel keeps capex steady as it shifts spending toward capacity expansion

GM delays electric truck plan, pivots to gas and hybrid

CPUs regain central role in AI as Intel highlights growing importance alongside rising ASIC demand

Europe's humanoid robot push stalls on safety rules and liability gaps

Samsung labor unions rally 40,000 workers, prepares for 18-day strike in May

Intel bets on CPUs as backbone of AI growth

Intel flags price increases and supply shortages as CPU demand strengthens

Intel's AI-driven CPU rebound signals early-stage revival

Intel says 18A yield improves as 14A advances to early customer engagement stage

Apple faces US$38B antitrust fine in India, eyes Trump card for relief

Analysis: Energy costs drive shift towards hybrids and EVs

DIGITIMES Insight: SK Hynix's US HBM push sets up a showdown with Micron

Largan, Sunny Optical target FAU in push toward CPO and AI optics

BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Global PMX drives smart driving transformation with three key engines

UK BEV prices fall below petrol and diesel, reshaping competitive landscape

GMI pursues vertical integration amid surging AI leasing demand

PC chipmakers warn CPU shortages cloud 2026 shipment outlook

Asia Optical and Frore Systems team up on AI data center cooling

Taiwan expands industry collaboration to advance unmanned vehicle R&D

OpenClaw's growing pains: innovation outpaces enterprise security

Interview: Taiwan-Korea cooperation not limited to memory giants; Hwaseong City aims to expand alliances

Taiwan plans 130-hectare industrial zone in Tamsui for science city

US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push

China chipmaker scales beyond security ICs into AI, automotive

Apr

23

2026

SpaceX eyes GPU push as Tesla taps Samsung for chip upgrade

Samsung and LG turn to AI at WIS 2026 to tackle sluggish consumer electronics market

Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021

Shining Victory wins first GM North America series production contract for pickup and SUV models

SaiMemory wins NEDO backing for next-generation ZAM memory, partners with Intel

Machvision targets 70% high-end equipment share, eyes record 2026 revenue

Apple reshapes AI strategy by doubling down on Siri and privacy

China hands 11.5-year sentence in rare earth, semiconductor data leak case

AI shifts and soaring costs drive PC brands to cut jobs in 2026

Taiwan's semiconductor equipment gap persists despite govt subsidies

Tencent, Alibaba circle DeepSeek in US$20 billion AI deal talks

Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show

Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets

LG Display approves KRW1.1 trillion OLED infrastructure investment

SK Hynix to shift over half of NAND output to 321-layer chips

Shenzhen launches China's first full-stack domestic 14,000P AI cluster

SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix flags persistent HBM shortage as demand outpaces supply

Parade offsets weak PC demand with TTED, high-speed, and automotive growth

Tesla tap Intel's advanced 14A chip for Terafab project

LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply

IBM's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26

Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit

Rockwell Automation highlights talent and ecosystem challenges for overseas plant constructions

Tesla's US$25 billion investment push signals shift to AI and automation

Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing

Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges

TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV

Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market

IBM reports steady AI-driven growth despite facing software momentum questions

What Apple's new CEO inherits: AI, China, and a governance reckoning

Japan's LSTC launches optoelectronic advanced packaging project around Rapidus cluster

Lam Research signals sustained AI-driven momentum as WFE outlook improves

AIDC transitions into full-scale drone systems provider, advancing autonomy with in-house R&D

Texas Instruments signals a stronger recovery on industrial and AI demand

Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism

UN cyber mandates force global auto rethink

DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Beyond infotainment: Google moves deeper into automotive with core vehicle systems

Apollo Power secures backing from SEEC, Phison, and Gigabyte for AI data center power solutions

Google debuts TPU 8t and 8i as AI workloads diverge

TSMC targets 2029 production for A13 and A12 as next AI chip nodes

Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges

Innos lists on OTC market, leveraging probe card demand wave with three major growth engines

Asia Vital Components eyes liquid cooling growth while testing space-ready thermal plates

Zhen Ding will build 10 new factories for global expansion

Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses

Pegatron chairman: Apple's leadership shift won't shake supply chain ties

Zhen Ding breaks ground on new China site; Zhongji Innolight chairman attends to show support

EV outlook revised downward as automakers pull back

SpaceX loads up on debt to fund AI push before IPO

Japan PC shipments peak on upgrade cycle, correction ahead

SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity

IndieSemiC partners with Nordic on wireless modules as India expands design-led semiconductor push

SK Hynix hits 72% operating margin in Q1, doubling profit quarter-on-quarter