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Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push

Tomorrow's Headlines

Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?

Tomorrow's Headlines

Panel supply chain earnings calls spotlight transformation and new businesses

Tomorrow's Headlines

LG's 600kW CDU wins Nvidia validation and North American CSP project

Tomorrow's Headlines

BOE shifting away from low-price competition

Tomorrow's Headlines

Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double

Tomorrow's Headlines

Jul

27

2026

South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Samsung converts AMD and OpenAI ties into HBM4 supply wins

Singapore startup Acrab claims 7.5x speed edge over Mac Mini M4 Pro with new AI chip

Samsung to use 2nm process for HBM5 base die as heat challenge grows

CXMT tops A-share market cap on IPO debut

CATL profit climbs 42%, but storage price pressure tests its global lead

Nvidia's Vera CPU targets go beyond Intel and AMD

AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth

H2U lists on Taiwan Innovation Board to tap digital health opportunities

Pegatron unveils AMD EPYC server platform for AI and HPC

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

Rebellions readies Rebel100 shipments as AI inference demand grows

Taiwan manufacturers raise prices as procurement costs climb, survey finds

WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility

Stalled drone law aside, Taiwan's industry wants Taiwan's own DARPA

India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub

Nvidia weighs US$250B backstop for OpenAI's Ohio data center

Qualcomm tells customers chip prices will rise by double digits from September

IndieSemiC, Semtech partner on RISC-V IoT platform as India expands semiconductor design ecosystem

IBM agrees to acquire HRL Laboratories to expand quantum computing capabilities

Hitachi selected for Japan quantum computing project with Intel collaboration

Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

Apple reportedly seeks 20% iPhone 18 OLED price cut despite costlier M16 panels

Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls

India's HCLTech plans US$4.4B AI data center

DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny

IDMs target AI margins, boosting Taiwan power suppliers

AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead

TIER says Taiwan exports and investment can help absorb geopolitical shocks

TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks

SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035

GM China restructuring delivers seven straight profitable quarters

German automakers cuts prices in China as EV rivals pressure luxury sales

Aluminum gains ground as high copper prices push substitution across industries

Nokia says AI spending is driving optical networking demand

Samsung bolsters energy team as chip projects test power supply

Column: Enterprise AI asset is learning loops, not models

GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates

SDC and LGD showcase shift to IT OLED at K-Display 2026

AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Industrial PC orders rise on edge AI demand

Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

Sovereign AI promises independence, but often deepens reliance on US vendors, Stanford report says

Samsung Electro-Mechanics starts pilot production of camera modules for humanoid robots in Vietnam, report says

Apacer 2Q26 profit tops full-year record on memory shortage

ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

Samsung opens preorders for new foldables as Apple entry expected to reshape market

India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

eSSD contracts surge as AI data centers shift spending from memory to storage

Samsung, LG Display chiefs talk 2H26 memory headwinds and OLED push

Taiwan's AIDC is turning a decade of AI manufacturing know-how into a business model

Disco lifts first-half profit forecast on steady AI equipment demand

AI agents reshape smart cars as auto industry shifts toward AIDV

Jul

26

2026

AUO's Micro LED push signals a broader shift from displays to smart interfaces

Toshiba cuts Kioxia stake as memory maker's valuation swings

Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY

Samsung and Hyundai target Silicon Valley AI roundtable

Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion

KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion

Russia adopts low-cost navigation workaround for Molniya attack drones

Lynas says Malaysia heavy rare earth project has gone over budget

Pantheon Electric expands copper platform as AI and grid demand tighten supply

Google AI search reshapes traffic as publishers weigh blocking crawlers

Airbus raises profit outlook as supply bottlenecks ease

Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection

Jul

25

2026

SK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM

Samsung, SK, Hyundai join Jensen Huang and Korea's President Lee at San Francisco AI Summit

89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

Trumpf's stabilizing sales point to a broader recovery in industrial demand

PlayNitride bets on Tantium architecture, chip scaling to cut MicroLED costs 75% by 2030

Qualcomm expands Galaxy AI partnership as Samsung adopts Snapdragon across new device lineup

Rapidus links 2nm chips, HBM and advanced packaging in AI foundry strategy

Taiwan's chip partnerships widen beyond fabs to AI, photonics and quantum

Taiwan scholars see rising pressures in joint civilian-military research

Valeo's drone-motor deal pulls a car-parts giant into France's defense-sovereignty push

Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking

Taiwan firms push local robot dog parts, eye non-China supply chains

US connected-car crackdown widens from Chinese tech to ownership ties

SuperAlloy expands recycled aluminum push as semiconductor business nears revenue contribution

NAND price rally enters plateau as supply stays tight despite weaker spot demand

China folds data centers into 15th Five-Year renewable energy plan

Commentary: OpenAI and Apple heat up AI hardware; Anthropic stands apart

Chunghwa Telecom urges Taiwan to integrate low-altitude communications into key infrastructure

Hisense expands AI strategy into energy, chips, and automotive electronics

Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings

South Korean leaders meet Nvidia as AI partnerships expand

Intel, China-based Lens Technology partner to explore glass substrate semiconductor packaging

Jul

24

2026

Google raises capex outlook as compute demand stays tight, boosting Foxconn

SK Hynix seeks US engineers for 3D stacked DRAM push

Huawei founder endorses Tau Law as sole path for post-Moore chip development

Taiwan's NT$210B drone bill sparks debate over defense self-reliance and industrial strategy

IEI pairs NANO-X100 with Ryzen AI for edge AI inference

Product mix optimization boosts Sinbon 2Q26 net profit up 19%

Jensen Huang, Silicon Valley pushback against ban on Chinese open source AI models

German chip suppliers deepen ties with Samsung, SK Hynix

EU fines Google EUR890M in anti-trust case over Search and Google Play

Samsung, LG showcase AI-era displays for humanoid robots

Samsung Electro-Mechanics wins US$200 million AI server capacitor order

India's chip plants face harder test: finding repeat customers

Advantech deepens AMD tie-up for AI servers

AMD advances telecom AI with AT&T and Microsoft

AMD launches ROCm.ai to accelerate agentic AI development, reporting up to 3.3x inference gains

AMD says AI shift to inference and agents will reshape data centers

Taiwan, Czech chamber ink MOU to fuel Eastern Europe drone hub

US moves to curb Chinese humanoid robots, opening a new front in the AI rivalry

TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up

AMD Advancing AI 2026: Gorgon Halo brings 300-billion-parameter models to local AI with Cisco governance

Rapidus expands Hokkaido chip hub with packaging and analysis

AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

NAN GreenMet to invest US$130M in India's first integrated rare earth magnet plant

STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping

China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

AMD redraws server chip strategy as AI workloads evolve

Intel reportedly considers SK Hynix for Ohio fab partnership

India approves two electronics manufacturing clusters in Tamil Nadu

Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan

Mobileye founder Amnon Shashua to step down as CEO after nearly three decades

Stripe reportedly eyes OpenRouter in potential US$10B AI infrastructure deal

Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion

AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center

Japan, Korea, and Taiwan face fresh 10-12.5% US tariffs under forced-labor Section 301 action

Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment

AMD unveils Helios rack-scale AI platform to target hyperscale buildouts

AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending

AMD splits next-generation data center GPUs for specialized AI demand

Amkor, Nvidia widen AI packaging partnership as US capacity expands

Taiwan manufacturers advance OT security under supply chain pressure

Taiwan turns to AI and robotics to build senior-tech industry for super-aged era

Wistron says growth is strong, but transformation remains incomplete

Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp

Chinese AI labs close gap with Anthropic after Claude Code leak

Kimi K3 under fire, part 3: China's AI industry questions success story

Realme exits China smartphone market, Oppo hands domestic focus to OnePlus

China's AI chip share tops 50%, but Nvidia still rules frontier training

Samsung to break ground on Onyang HBM expansion in October, targets 2029 production

OpenAI compute spending to reportedly rise from US$600B to US$750B

Apple prepares sweeping Mac refresh, betting on AI-driven demand

DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap

South Korea seeks to build an 'Asian Toulouse' with integrated aerospace hub

AI data centers emerge as dynamic loads, posing new challenges for power grids

South Korea's mandatory ESG disclosures loom: How Samsung Display and LG Display are preparing

Alibaba Cloud founder: next-gen foundation models need scientific data

Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

German automakers reset strategy with AI, powertrain, and alliances

Trumpf builds EUV moat with 40 years of chip tech

Arizona lures chip boom with three key advantages

Zhen Ding expands Thailand capacity, deepens industry-academia ties to develop PCB, chip talent

EcoPro BM targets 2027 mass production of solid-state electrolyte as it builds a full battery-materials value chain

AI memory crunch hits smartphones and PCs, splitting winners from losers

Mitsubishi Electric seeks September deal on power-chip merger with Toshiba, ROHM

AI champions help companies overcome employee resistance to AI adoption

Taiwan EV subsidies lag as buyers weigh gasoline, hybrid, and electric cars

PG Union bets on new models as Taiwan auto market weakens

Techzone sees stronger 2026 demand as semiconductor waste processing tightens

Global Tek expands into AI liquid cooling and robotics to drive second-half growth

AI data centers push liquid cooling into core infrastructure

TEEMA advances Mexico science park plan as Sonora offers visa and policy support

After SDA: How the Pentagon is rebuilding military space—and why Taiwan's satellite industry should pay attention

AMD goes all-in on ecosystem strategy to challenge Nvidia

Jul

23

2026

BMW Group names Benjamin Nagel to lead Hong Kong, Macau and Taiwan

Samsung creates CEO-led robotics unit to speed commercialization

South Korean president to meet Nvidia and OpenAI CEOs on US trip

IBM trims revenue outlook as hardware demand reshapes client spending

D-Link robot line starts in 3Q26; care model due in 2027

Japan loosens fiscal reins for JPY370 trillion AI, semiconductor strategy

Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Moonshot AI model challenges EDA moat with 2-day chip design

Taiwan-US tariff talks stall as July 24 deadline threatens auto supply chains

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck

Samsung weighs Besi's Korean rivals for 50-bonder hybrid bonding line as pricing talks drag on

Mitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture

Intel 18A adopts High-NA EUV in dual-certification push

Wistron launches first US-made Nvidia GB300 compute baseboard

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up

Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign

Foxconn's Vietnam arm moves into EV charging equipment

SEMICON Taiwan 2026 sees record global participation as AI investment accelerates

Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

D-Link wins sole-source Starlink switch contract through 2027

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

China's research ties weaken as UK, Germany and the US expand cross-border papers

Apple's first foldable iPhone faces production hurdles

LFP battery failures in 210,000 Chinese EVs throw wrench into automakers' plans to reduce reliance on CATL

Kyushu chip output jumps 60% amid TSMC expansion, but local suppliers see limited gains

SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Samsung unveils new foldables and smartwatches to sharpen health and sports focus

Samsung Fold series debuts wide-screen design in strategic shift

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Samsung reportedly in talks to invest about EUR1 billion in Mistral AI

Fitch sees AI investment momentum holding, with no signs of supply downturn

Merck makes 'AI for AI' its new semiconductor materials strategy

SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online

Samsung unveils new foldables in London as it expands lineup

Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

SK Hynix speeds P&T7 cleanroom rollout, keeps overall budget at KRW19 trillion

USPACE says AI cut customer service workload by 30% across Taiwan operations

Ainos passes 613 million odor data points as it expands Physical AI

Taiwan relaxes carbon fee rules for first-time regulated high emitters

Commentary: Intel must show real AI orders to prove its turnaround

Wistron chairman says US manufacturing is unavoidable

Wistron executives say AI demand is still far from a bubble

01.AI targets Hong Kong IPO in 2027 with enterprise AI pivot

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US

Tesla 2Q26: Record deliveries mask 1.4% operating margin as robotaxi and Optimus bets mount

Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters

Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon

Meta's rumored 'Switchboard' router signals a broader industry pivot from raw model power to cost-aware orchestration

Mobileye expands Stellantis partnership with cloud-enhanced ADAS for future vehicles

Xpeng shifts toward Physical AI with robotaxi, robot, flying car

Johnson Fine eyes 2026-2027 IPO on AI CCL supply chain push

ASEAN AI data center power demand seen at 6-7GW

Jensen Huang says Nvidia and Wistron are mass-producing AI servers like phones

AVer Information targets commercial drone market with AI vision engine

OpenAI faces backlash over Kimi K3 open source criticism

Laser source outsourcing pushes back CPO rollout

IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

AIDC extends Moog contract through 2031 for Taiwan military support

ITRI, tech execs tackle AI power and thermal bottlenecks at forum as chip demand soars

With competitiveness hitting record levels, Taiwan should learn from US in talent retention, urges president

Saronic plans US$3 billion Texas shipyard as Navy drone boat use expands

Neros wins up to US$500 million US Army drone contract

Jul

22

2026

Explainer: Why Wistron opened a factory in Texas — why it's the first node in America's reindustrialization

Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte

Samsung sounds out suppliers on four new fabs by 2030, report says

China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

AI and satellite demand drive quartz components toward lower noise, jitter and higher precision

LG Display eyes tandem OLED for smartphones as AI drives demand for power-efficient screens

CPO commercialization opens new SiPh packaging race for Taiwan OSATs

Intel cuts data center jobs again despite rising AI server demand

HKC invests US$590M in advanced chip packaging to escape the LCD cycle

Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

US-China AI rivalry, part 2: Beijing weighs controls on model weights, training data, chip designs

US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks

Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say

Foxconn's Jun Seki says L4 adoption will be in 80% of new cars by 2040

Nvidia details Vera CPU for agentic AI workloads

LG Electronics to halt production at Huizhou plant in China after three decades

Albany NanoTech Complex acquires ASML High NA EUV tools for chip research

Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival

GigaDevice injects another CNY500M into DRAM subsidiary as memory market boom lifts performance

LG Display returns to 1H profit for first time since 2021, but component-cost inflation clouds 2H

LG Display posts narrower second quarter operating loss, swings to first-half operating profit

SK Hynix denies report it is pursuing deal for Intel's Ohio fab

SpaceX's first post-IPO earnings report puts Taiwan's LEO satellite supply chain in focus

Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles

TSMC raises 2027 chip prices, giving Intel fresh pricing room

'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards

Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

Microsoft's multibillion-dollar Mistral deal gives regulated industries European alternative to US-controlled AI

Memory price surge may soften 2026 smartphone shipment declines

Chinese equipment makers win early production orders as TGV packaging moves beyond the lab

Siemens to acquire Precision Innovations for AI-powered chip planning

Intel and Fortinet deepen collaboration on new security processor

WAIC 2026: Enflame debuts China's first glass-based CoPoS AI chip sample

Moonshot AI reportedly eyes Hong Kong listing as Kimi K3 narrows China's AI gap

Pegatron CEO: Taiwan's space industry is 85% there — the rest is up to govt

WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Kimi K3 sparks new 'DeepSeek moment,' reshaping AI's winners and losers

China smartphone shipments fall 3% in first half as Huawei regains No. 1

South Koreans back tougher penalties for technology leak cases

Taiwan tariff uncertainty slows US car sales and opens a window for local brands

Taiwan auto market sees 2H26 recovery as sales and promotions improve

Taiwan chip supply chain faces tighter green power pressure from Apple and Google

Pentagon moves to expand titanium and magnesium stockpiles for defense supply security

Supermicro's record US$60 billion orders, tied to SpaceX, overshadow soft revenue

Apple and Samsung drive foldables toward 4:3 displays as market enters next design cycle

Honor's 600 series tops 1,000 units in three days as brands battle for Taiwan's premium smartphone market

Xiaomi raises 2026 phone target as memory prices strain brands

Samsung disputes report of V10 NAND shipments to Nvidia

Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says

Moonshot AI welcomes Musk challenge as enterprise API revenue hits 70%

China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

Anthropic wins approval for US$1.5 billion copyright settlement with authors

AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Taiwan's looming AI literacy gap risks fueling misinformation

Microsoft evaluates Kimi K3 for Copilot to lower inference costs

Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

TSMC's Arizona capex draws Taiwanese capital, with J&V Energy staking US$88M on land for spillover gains

OpenAI chair says enterprise AI will shift from token costs to outcomes

Tesla's EV platform powers Optimus scale production edge

Japan weighs new standards post to gain an edge in AI and chips

'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

GLT helps Smobio Technology scale biotech materials for global orders

Interview: Why agentic AI could be SiPearl's biggest break—and Europe's

Taiwan nuclear debate heats up as Academia Sinica leaves door open to research

Academia Sinica quantum chip platform targets production by end of 2026

Ablecom expands Taoyuan capacity to meet rising AI server rack demand

Jul

21

2026

Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6

Google developing 'frozen' chip that embeds Gemini models for efficiency gains

Goldkey secures NT$3.6 billion loan to expand AI server memory business

Huawei Kirin 9030 shows SMIC's 7nm gains and ongoing efficiency gap

Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Trump offers tariff relief to aluminum producers investing in US smelters

China's magnet exports hit records — but the tap stays political

Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

Kimi K3 surge traces to Moonshot AI's GTC roadmap

Cautionary tale for Taiwan's electric scooter industry: Supply-chain feud nearly turns to disaster

Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say

Samsung, SK Hynix and Micron pull back on in-house CXL controller plans

Middlemen emerge as ASEAN's No. 2 AI compute buyers

China's EUV gap keeps semiconductor catch-up in check

China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

DDR5 module spot prices hit record highs as China-made dies narrow price gap

Phone prices to surge in 2H26 as low-end models fade

India joins private-launch club as low-Earth-orbit race widens beyond the US and China

Taiwan launches AI- and IoT-powered smart heat protection network, starting with Tainan pilot

WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

CMTX develops 590mm single-crystal silicon ground ring for chip etching

TSMC weighs margin hit against long-term AI payoff in US push

Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions

Taiwan indicts ex-TSMC employees in first China-linked national core tech espionage case

Tariffs, competition drag down top automakers' 1H26 sales

AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market

Samsung consolidates robot teams and weighs standalone HX division

China's AI supernode race seeks systems edge through optics, packaging, and cloud scale

BOE expands into glass-core packaging, solar cells and optical interconnects

China's solar slump deepens, raising warning signs for energy storage and electric vehicles

India's smartphone shipments fall as memory costs bite

Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers

How AI boom spurs Taiwan's PCB makers to rethink their Southeast Asia playbook

Pat Gelsinger: Intel missed GPU boom, warns Taiwan energy risk

Memory shortage could turn into a glut by 2028 as chipmakers expand

Microsoft expands Azure partnership with AMD ahead of Helios AI system launch

TaiSol expects server revenue to top 50% in 2H26, liquid cooling to exceed 25% for full year

Samsung keeps High-NA EUV rollout cautious as foundry profitability remains the focus

Seoul Semiconductor weighs India LED plant to tap ISM 2.0 incentives

Taiwan lawmakers stall on drone procurement bill as localization debate intensifies

Microsoft promotes AI sovereignty through local data, while Stanford warns on US jurisdiction

Weblisher plans double-digit growth as Taiwan SME and Japan lodging businesses expand

Taiwan expands drone defense plans as lawmakers boost funding support

TSMC sees structural AI growth, expands Arizona capex

LGES accelerates sodium-ion battery plans while CATL secures early ESS lead

Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

Elite Material, TUC race ahead in AI CCL push

Befar begins production of 6N hydrogen fluoride gas for chipmaking

Advanced Echem Materials to invest NT$4.52 billion in Longtan plant

From Beijing to Singapore—how Beyondsoft is betting on agentic and physical AI in Southeast Asia

Glass substrates poised to be chip packaging's next battleground: Trumpf

Hyundai labor unrest ripples through Kia, GM Korea supply chains

Samsung could overtake SK Hynix in the HBM market by 2027

Zeiss accelerates push into AI chip advanced packaging, CPO

AI-related power management needs drive e-Fuse demand for Fortune Advanced Technology

Alibaba and Huawei muscle into Singapore's AI market: SEA-LION swaps Llama for Qwen

AI boom may reshape SK Siltron sale as chairman reportedly rethinks

VSMC warns AI-ready MES is becoming essential for wafer fabs, with China accelerating adoption

Jul

20

2026

HBM4 battle shifts to cooling as hybrid bonding slips

China's AI smartphone race pits ZTE, StepFun, and Honor against limits of agentic computing

Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service

Oracle's New Mexico data center reportedly hits cost overruns

Samsung to cut over 800 US jobs amid market headwinds

Musk brands US$52 billion SpaceX-Foxconn Nvidia server order 'fake news'

Memory is becoming a national security priority, SK chair warns

Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

Rapidus taps Cadence AI agents to speed 2nm chip design

US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages

Smart glasses race enters new phase as AI ecosystems eclipse hardware specs

Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity

Commentary: Apple sues OpenAI, but Trump holds the whistle

Grenergy listing could sharpen group's role in AI and power supply markets

Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

Intel reassigns global fabs, eyes early 14A and EMIB-T AI wins

Edge AI becomes China's next battleground as ModelBest tops US$2.8 billion valuation

South Korea links physical AI, AI-RAN and data centers in export strategy

Star Fusion to acquire electrical engineering contractors

Tai-Saw leverages frequency-component portfolio to expand into optical communications, LEO satellites and drones

Weekly news roundup: AI chip race widens across silicon photonics, HBM, memory fabs, and frontier models

Taiwan-US 'co-make' white paper debuts amid investment boom

OpenRouter's rumored sale shows the value of AI 'middle layer'

AI boom pushes PCB, passive component lead times into a new normal

Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

3GPP sets 6G Release 21 timeline as industry begins preparing for next-gen networks

TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west

Meta, Anthropic in talks over potential US$10 billion compute deal

Merck ramps up AI semiconductor materials push as Level Up nears completion

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

SpaceX reportedly eyes Pentagon AI infrastructure deal as defense demand for computing accelerates

Jensen Huang's week in Tokyo: what Nvidia's Japan trip reveals about future partners

China pushes AI agent interoperability and space computing at WAIC 2026

Networking demand remains resilient, but component shortages threaten shipment schedules

CXMT's US$4B IPO fuels DRAM capacity race toward 350,000 wafers a month

Nvidia grappling with internal compute needs amid GPU shortages

Samsung struggles to secure AI chip substrates, report says

Holtek sees customers prioritize supply stability over pricing as optical communications gains are expected in 2027

Alibaba pitches Qwen3.8 Max as 'second only to Fable 5' — without the benchmarks to prove it

Moonshot reportedly eyes IPO after Kimi K3 success forces cap on new users

BYD targets Japan's Kei-car stronghold with low-cost EV challenge

Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain

Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth

Interview: AI's rise is pushing Singapore and ASEAN firms toward multicloud and security bets

Cloud competition in SEA shifts toward AI, sovereignty, and cost

Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

Huahsu expands capacity to tap AI and advanced packaging demand

Hotai Leasing plans August listing as mobility business expands

Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms

India roundup: India deepens semiconductor and AI ambitions as local ecosystem expands beyond fabs and assembly

MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack

Jul

19

2026

Interview: The pragmatic playbook behind Agility Robotics' rise

Interview: Merck's origins trace back to 358-year-old Engel Pharmacy

SmartSens forecasts stronger first-half 2026 results on AI-related demand

Three-tier humanoid robot architecture shift opens edge AI opportunities

Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

The AI investment race is building its own bust, BIS paper warns

ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's

Jul

18

2026

China positions AI weather-warning system MAZU as a public good for the Global South, targeting 30 countries in five years

LG bets on India as its biggest AC base, as its third plant runs ahead of schedule

Commentary: Samsung, SK Hynix in Washington's crosshairs over memory fabs

EU clears €659 million in German subsidies for four chip plants

Column: South Korea's semiconductor strategy faces foresight and structural gaps

As AI expands nanotech, Samsung fortifies ecosystem and LG pivots to chip equipment

Dutch report frames Chinese interference in chips, ports and aerospace as a systemic threat

TCL starts OLED monitor panel production ahead of Guangzhou fab opening

JNTC-TOPPAN glass substrate push signals AI packaging supply-chain shift

SK Siltron begins liquidating US SiC unit amid Doosan sale talks

Trumpf recalibrates strategy as Chinese competition heats up in semiconductors, machine tools

Anthropic: AI's edge now lies in delivery, not just model strength

China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026

Jul

17

2026

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

Foxlink opens first US AI demonstration factory in Texas

Taiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

Japan's ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027

Taiwan drone sector expands Japanese tie-ups

TSMC's CoWoS capacity remains 'extremely tight' as OSAT partners ramp expansion

China unveils first official commercial space roster, backing established players and the NTN ecosystem

Taiwan-Japan AI tech forum seeks closer partnerships

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

Micron SCA covers 7 auto customers, boosts supply chain

Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments

China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

Oppo cuts OnePlus from North America and Europe, and Realme from China

Powertech and Broadcom expand AI ASIC push with US$400M Singapore FOPLP venture

TSMC limits mature-node expansion and eases pressure on PMIC suppliers

ABB to buy Rotork in US$5.5 billion cash deal

Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search

WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

WST targets AI optical boom as high-power CW laser shipments begin in 4Q26

Moore Threads forecasts sharp first-half revenue growth on AI demand

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

Google's Gemini 3.5 Pro delay deepens doubts over its standing in AI coding race

China moves to institutionalize its vision for global AI governance as Xi launches cooperation body

TSMC says A14 process on track for 2028 volume production

Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

AI memory squeeze pushes automakers to shield supply chains

Interview: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan

Vietnam opens green power market, clearing the way for Foxconn and suppliers

Power component prices keep rising as supply tightens

Tata's India chip debut reportedly to lean on 90nm, a humbler start than its 28nm pledge

Nvidia unveils Thor-based modules for robots and edge AI

SK Group chair floats 'memory as a service' model for SK Hynix

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

Hygon forecasts higher first-half 2026 revenue and profit

TSMC welcomes EMIB relief as MediaTek pressure eases

TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

EU orders Google to open Android AI features, share Search data with rivals under DMA

Microsoft reportedly readies AI-powered security tool to automate bug hunting and remediation

Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs

South Korean suppliers ramp up hybrid bonding R&D beyond HBM5

Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI

Taiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home

Jabil opens automated logistics hub in Penang to support global supply chains

Micron locks in automotive supply agreements as vehicle tech grows smarter

Ubiqconn raises North America output as June sales rebound

EU lags in critical raw materials as AI, EV and SDV demand rises

China auto sales slump deepens as exports face rising trade scrutiny

AI-driven chip price increases put automakers on alert as shortages stay limited

Australia strips voting rights from China-linked holdouts in rare-earths miner, curbing Beijing's mineral leverage

South Korean bill could let SK Hynix bring in outside investors for new fabs

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US

Shopee pushes in-house data centers, boosts Southeast Asia supply chain

Memory shortages deepen as suppliers turn to long-term contracts

Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows

Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages

China's AI chips hit three walls — and bet on 3D memory to break through

SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

Volkswagen's cuts lay bare Europe's deeper auto industry crisis

US EV market steadies after federal tax credits expire as prices and charging remain hurdles

KAI and Hyundai target joint AAM development to close South Korea's aircraft body gap

Aurora Group expands enterprise AI services with 12 workplace use cases

Memory suppliers push prices higher as Apple and automakers face tighter supply

Jul

16

2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers

TSMC says 2nm has four times as many tape-outs as 3nm at the same stage

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

AI chips are running hotter — and Niching is betting its future on keeping them cool

Taiwan OSATs expand non-China capacity with US and SEA push

DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

UMT to acquire majority stake in Dynahz Technologies for NT$1.7 billion

TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

Apple Intelligence edges closer to China with Alibaba Qwen integration

Nfore's Taiwan listing points to rising demand for software-led auto connectivity

TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

As Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

Groups urge EU interim measures against Broadcom amid VMware antitrust case

Apple lawsuit targets OpenAI's AI hardware ambitions

MCU lead times stretch, but industry holds the line against a pandemic-style order rush

Cadence launches agentic AI platform for PCB and package design

Baiwei Storage forecasts sharp first-half profit surge on AI memory demand

Samsung turns to titanium to reduce screen creases in next foldables

Everlight shifts automotive product production to Thailand, sells Taiwan Tongluo site

Commentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy

Hanmi, Hanwha clash in court over HBM equipment patents

India trims chip subsidies but widens their reach as it courts electronics supply chain away from China

CXMT outspends all peers on R&D as a share of revenue, IPO filing shows

LG Electronics ramps up actuator hiring as AXIUM production starts early

Commentary: Ennoconn-Kontron deal highlights physical AI supply chain reshuffle

China's TPU path gains traction with low-cost AI inference challenging GPU economics

AWS showcases Trainium, Inferentia and Graviton in Taiwan, home to over 90% of advanced chip production

Starlink's Taiwan entry gains momentum as Chunghwa Telecom seeks exclusive partnership

Samsung weighs outsourcing Google TPU back-end design as 2nm demand grows

Nvidia expands Japan AI partnerships with Kawasaki, Toyota, and industrial leaders

CXMT IPO filing reveals Micron and Samsung alumni at heart of China's DRAM push

Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global

Gotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands

Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem

Commentary: Chip lead times extend as cloud AI squeezes capacity

Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Memory and CPU supply gaps threaten server shipments in 3Q26

Japan's enterprises and startups adopt Nvidia open models for specialized AI

ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power

Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO

Nvidia's Huang says AI agents are tools, not humanlike beings

Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand

Samsung may scale back foldable storage upgrades as memory costs rise

Samsung, SK hynix race to make Gwangju memory hub operational within four years

Foxconn shows Model A and Model B EVs in Japan through CDMS push

Thunder Tiger splits drone unit into specialized entities for anti-drone systems, engines

CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

Anthropic eyes autumn IPO to beat OpenAI and DeepSeek to public markets

Foxconn deepens humanoid robotics bet with US$9 million stake in Agility-linked SPAC

Taiwan power device makers gain from automotive inventory buildup and order shifting

China's top seller of AI compute has emerged without owning the GPUs

Samsung's Honam semiconductor investment faces union pushback as 80% oppose project

AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results

Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains

TPV Technology expects first-half loss as costs rise and global competition intensifies

Chip inflation drives phone prices higher, clouds 2027 demand

US eyes looser robotaxi rules as China sets national standard

Foxconn advances decarbonization, targeting RE50 for Taiwan production base by 2030

AI demand-driven memory crunch leaves smart cars exposed

Jul

15

2026

JCET forecasts higher first-half profit on AI-driven chip demand

Lenovo says US ThinkBook models do not use YMTC SSDs

AI server tracker: Power and thermal suppliers lead June revenue growth

Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave

SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

LimX Dynamics raises US$200B in fundraising round as it prepares for public listing

US licenses widen Nvidia H200 access in China, but shipments remain minimal

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Rethinking motorcycle IoT as the hype cools

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

Formosa Plastics raises pay 4.5% as it pushes transformation and new energy investments

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates

Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports

Taiwan becomes Ukraine's third-largest drone battery supplier

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Global semiconductor equipment sales set to hit record US$165.9B in 2026

SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

OpenAI's rumored screenless speaker takes on Apple, Amazon, and Google in the living room— and in courts

US space startups race to cash in on Golden Dome's orbital logistics opening

EU carves out smart glasses and wearables from battery-removal rules, easing a barrier for Meta

China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains

White House bets on AI clearinghouse to close gap between finding and fixing cyber flaws

China's EV upgrade race leaves automakers selling more, earning less

South Korean court bars former Samsung NAND designers from working for SK Hynix

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety

MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty

Mistral AI urges France to reserve cheap power for European AI firms

AI computing demand lifts fiber prices and volume

US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

Apple reportedly explores PrismML's AI compression technology to bring larger models onto iPhones

Taiwan and Japan expand all-photonic network ties for AI and research

CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

Japan ramps up AI and quantum investment to strengthen technology leadership

Taiwan expo in Japan spotlights AI, robotics and senior care

Intel sends its most advanced 18A node into orbit with Starfire space chip

Taiwan auto market rebounds as replacement demand lifts second-half outlook

Microsoft's Xbox overhaul signals AI is overtaking gaming in Big Tech capital allocation

Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light

IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

Taiwan's memory sector in June delivers standout performance by a wide margin

Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

Charts: Taiwan's OSAT sector grows a steady 23.7% YoY in June, but a small player is stealing the spotlight

China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Huawei's US$11B clean energy business turns Brazil into its next growth engine

South Korea moves to secure power for new chip cluster

Buima lifts June revenue as battery modules and energy storage demand grows

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

Nam Liong posts strong Q2 as high-value materials drive growth

Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

Parpro revenue jumped on defense and satellite shipments in June 2026

AI image sensor chip makers accelerate shift to algorithms, modules

China's 1H26 IC exports jump 96% on AI hardware demand

Rebound in North American AM market lifts Taiwanese auto parts suppliers

Jensen Huang says sovereign AI development tops nuclear weapons

Jul

14

2026

Column: Digital AI and Physical AI follow the same growth logic

Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

South Korea exports top US$100B in a month, stoking chip dependence fears

Japan tests reusable rocket as satellite launch ambitions face SpaceX cost gap

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

Rambus unveils DDR5 9600 chipset for next-generation AI servers

Commentary: AI computing power map reshapes ASEAN, with Singapore still central

China rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

Six-inch SiC substrate price rebounds as supply tightens

Gogolook revenue jumps 36% in June to record high

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains

Bosch starts sample production at its first US chip plant after securing up to US$225 million

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

TSMC and Vanguard drive Taiwan's silicon foundry revenue up 54% YoY in June

Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples

Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

Innolux 1H26 revenue hits 5-year high on auto, advanced packaging

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

Iron Force revenue rises in June as auto stability and AI cooling drive growth

Liying tops NT$100 million as AI chip demand lifts semiconductor services

Gemtek says optical module ramp will drive growth from 2027

Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag

Agility Robotics-backed Mantis Robotics sets 2027 rollout for dual-arm MR-X robot

Aurotek posts record first-half revenue on semiconductor automation demand

Taiwan childcare subsidies face skepticism as survey shows limited birthrate impact

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

Lite-On commits US$919 million to new Texas manufacturing base

C Sun sees advanced packaging and PCB demand driving 2026 revenue

Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand

iST June revenue rose as AI chip validation demand strengthened

Ion Electronic Materials posts 30% June revenue growth on advanced gas demand

Trusval sets record first-half revenue as AI factory demand pushes orders to 2027

Quartz component makers raise prices as material costs bite

Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion

TASC reshuffles management as PASC targets 2027 Taiwan Innovation Board listing

China quantum research wins UNESCO, IEEE honors

Analysis: Why Meta's AI strategy sparked a market misread

US chases AI talent abroad as China strengthens its homegrown pipeline

US-funded researchers barred from working with blacklisted Chinese entities from 2027

China launches first 8-inch 2D chip line to bypass EUV limits

Samsung brings HBM, logic, and optics together in packaging push

Column: Physical AI's rivalry shifts from companies to states

WeLeader Biomedical posts record 1H26 revenue on stronger health screening demand

Commentary: Forget AI chips — China's top science awards reveal what Beijing is actually building

Fiber filter maker sees June and first-half revenue rise on tech demand

Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan