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Tsinghua Unigroup distances itself as Dongguan chip-cloud city land is reclaimed

Tomorrow's Headlines

Manz Asia targets PLP demand with three lines and three sizes

Tomorrow's Headlines

Panel-level packaging splits roles as FOPLP targets cost and CoPoS courts AI chips

Tomorrow's Headlines

Google expands TPU lineup, AMD may not crowd out Broadcom or MediaTek

Tomorrow's Headlines

US-China tech war spreads to optical transceivers and upstream supply chain

Tomorrow's Headlines

Aug

18

2026

LG Electronics lands first OSAT order for chip packaging LDI

Rockchip profit jumps 62% as edge AI chips scale across devices

2,056 humanoid robots march to Beijing for China's biggest real-world test

VeriSilicon revenue surges 91% as AI ASIC backlog swells to US$1.85B

Xintec readies 12-inch IVR backside copper for TSMC's next-gen AI chips

Taiwan forges ahead with Pittsburgh's AI, robotics playbook

SpaceX sets Falcon 9 turnaround record with two launches 38 minutes apart

AI pays off for 80% of Taiwan enterprises — but data gaps loom, study found

Huawei Hubble builds China's InP optical chip stack for the AI interconnect era

TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Daxin Materials accelerates semiconductor push with 12 products in mass production

Innolux posts 4th straight profit, sees consumer display slip in 3Q26

Mitsubishi taps Foxconn EV platform for ASX VR-e launch

Tokyo University's satellite legacy helped build Japan's space startup wave—now comes harder part

Russia fuels China's ICE exports while Europe's NEV figures mask transshipment demand

SK hynix's No. 2 customer closes in on Nvidia in 1H26 sales

Hushan eyes stronger 2H26 on drone cameras, OE push

China AI chip sales scale: Biren's revenue rockets up to 21-fold

Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Samsung deepens humanoid push with new robotics lab

South Korea's NPS backs AI optical link amid US scrutiny

Analysis: China's AI chip ambitions collide with Ajinomoto's 95% grip on ABF film

South Korea's Gwangju chip hub faces looming water crunch as experts push underground storage and AI management

Nvidia swaps credit support for exclusive chip sales in OpenAI's Ohio data center campus

Nvidia vs Broadcom: Dueling AI financing bets, Contrasting risks

China's Horizon Robotics sets J7 against Nvidia, Tesla

Nvidia's Taipei hub pushes power demand to 240MW, triggering scramble to keep lights on

Everlight Electronics' 2Q26 gross margin hit by raw material costs, recovery expected in 2H26

Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy

AI drives power semiconductors into at least a two-year shortage

MicroLED still lacks key LTPO TFT tech

Samsung faces tougher HBM4E test after HBM4 comeback

India moves beyond electronics assembly as new approvals deepen component and equipment ambitions

Arm faces capacity squeeze as CPU demand tops US$2 billion

Eiso Enterprise's Guishan plant expansion doubles PCB capacity, eyes AI, aerospace, defense markets

AI server supply chain ramps up capital, talent, and capacity

Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia

Taiwan advances national quantum computing plan as key procurement contract nears

ByteDance and Hollywood reach copyright pact for AI video and image tools

Humanoid robots expose the limits of chasing higher TOPS

South Korea-India venture Indichem targets semiconductor materials supply chain without China

H3 launch ramp pushes Mitsubishi Electric toward a new era of parallel satellite production

SpaceX-Cursor acquisition closes the loop between AI compute, models and applications

MediaTek widens ASIC services as market share surges

Hybrids dominate Taiwan's auto market, as carmakers intensify push with new models

ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds

Column: Why model training needs distillation

Tech blocs of the new Cold War: US pushes allies to pick a side

AI server demand pushes high-end MLCC lead times toward 40 weeks

Column: Strategic resilience in precious metal refining: insights from Qiankun Gold and Silver

SpaceX, Nvidia push space AI from lunar exploration toward orbital data centers

WeRide weighs expansion into Australia, Japan, South Korea, and SEA

European industrial suppliers gain from AI data center buildout

OpenAI revenue chief to exit as company advances IPO preparations

South Korea telcos pass KRW1 trillion in first-half AI data center revenue

Aug

17

2026

High jet fuel costs could squeeze low-cost airlines for months

Ennoconn's US$8B backlog sets up stronger 2H26 on AI and Kontron gains

Taiwan Mobile lifts 2026 profit outlook on AI data center push

SK keyfoundry expands 8-inch capacity as China demand strains supply

TSMC overseas fabs see profit flip in 1H26, Arizona surges 663% YoY

Lightmatter sets optical interconnect blueprint as AI hits copper wall

Phison CEO sees years of NAND shortage, AI growth chance

Samsung's China sales overtake US; Nvidia not among top five customers

Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

LG-Nvidia physical AI partnership speeds up as robotics chief reportedly heads to South Korea

Giant warns rising bicycle parts costs will pressure margins

China's Vertilite commits US$741M to InP laser chips for AI optical interconnects

Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center

AMD eyes Taalas: will the system ditch HBM, advanced packaging, and 3D stacking?

LG, Nvidia step up humanoid push with robot data factory

China battery makers rework costs as lithium prices fall and taxes rise

Taiwan extends graduate stays to 2 years to ease talent shortages

India draws 20 bids for rare earth magnet manufacturing scheme

TSMC and Micron boom drives Taiwan 'fab five's 1H26 profits

Samsung weighs Giheung R&D line for 2nm HBM foundry capacity

Nokia axes 1,600 jobs and Hangzhou R&D center in deepening China telecom retreat

Fallout from Wingtech's Nexperia rupture: the price of rebuilding China's chip supply chain

Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises

Anthropic, OpenAI's looming mega-IPOs heat up AI revenue race

Tata succession clouds outlook for chips, clean energy, data centers

US drone tariff tests whether allies can truly replace China

Apple reportedly builds China-specific AI model with Alibaba as Qwen partnership deepens

WaveSplitter returns to profit as AI optics demand lifts 1H revenue

Apple faces US pressure over potential Chinese memory chip sourcing

Hermes Testing's 1H26 profit more than triples on rising AI testing demand

OCP APAC 2026: When AI starts running the hardware that runs it

Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

US tariffs and FCC curbs redraw the drone supply chain — and Taiwan sees an opening

AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test

Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts

Stripe reportedly agrees to buy AI routing startup OpenRouter for more than US$7 billion

Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push

Modi pledges more chip plants, mass AI training, and an export push in Independence Day address

LG, Nvidia deepen ties on humanoid robots, AI factories, and vehicles

OCI thins solar wafers to boost Vietnam output 39%

AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains

India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

Twoway Communications speeds defense push with C-UAS, unmanned vehicles

AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek

DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy

FSC plans MLPC trial production by end-2026 in passive component push

Toppan eyes FC-BGA substrate price hikes as new line fills up

E Ink cuts 2026 outlook as signage gains momentum

T-glass demand surges as IC substrate makers see shortages through 2028

Fu Chun Shin lifts second quarter margins on stronger electronics demand

Solomon posts record 2Q26 profit as AI vision, robotics orders surge

Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand

Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates

Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain

Appier lifts FY26 outlook after record second-quarter revenue and margin gains

Sigurd tops NT$2B in July revenue as AI testing demand surges

Aug

16

2026

Samsung, SK Hynix HBM4 hiring war drains South Korea's chip design talent

Interview: Orbbec bridges physical AI data gaps with robot-free platform

China's AI supernode build-out turns more chips into more computing power

Taiwan Mobile launches tender offer for Systex, targeting majority control

Nan Pao posts record second-quarter profit and July revenue as sales rise

Edgecore pushes all-optical networking for distributed AI data centers

TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

Flytech posts record second-quarter profit on AI demand, margin gains

AI reshapes semiconductor testing as KYEC pushes four-way model

AI product cycle lifts Chroma test demand

HDRE reports first-half growth as Japan and Australia projects expand

Aug

15

2026

Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

Asia Vital Components sees stronger AI server demand and faster liquid cooling adoption

Taiwan Gold Card approvals for finance professionals top 1,000

Research Insight: Unitree IPO reveals humanoid robot commercialization still in early innings

J&V Energy lifts 1H revenue on storage and green power trading

Lotes sees tight supply, says demand remains intact

Century Group pivots beyond offshore wind with four-pronged energy strategy

Tripod posts record second-quarter margins on strong server and memory demand

MicroIP sees second-half revenue lift as board approves cash raise

Taiwan offshore wind lifts marine engineering and ocean industry output

Taiwan approves NT$8 billion ocean tech program for security and industry

Interview: Acrab CEO Ken Phua on building agentic AI silicon in Singapore

Aug

14

2026

Acer COO Jerry Kao resigns; Chairman Jason Chen to fill role

Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

Memory supply crunch pushes long-term contracts beyond the big three

AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers

SK hynix scouts US memory fab sites as customers seek local supply

South Korea chip cluster could expand to nine fabs as SK plans new investment

China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

South Korea's memory-chip exports surge 277% as system chips slip

Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts

OCP APAC 2026: What if AI's next efficiency breakthrough is simply moving less?

Alibaba Cloud races ahead with Ulanqab AI infrastructure

Insight: Intel raises US$20B, but its 14A ambitions may need twice as much

Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity

SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day

MPI posts record 2Q26 revenue, profit as probe card capacity stays fully loaded

Compal lifts profit on AI PCs and servers as component costs rise

Chinese analog chipmaker Novosense returns to profit on AI server, auto demand

AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave

VinSpace signs SpaceX launch deal for first satellites in 2027

Samsung weighs moving legacy memory backend work to Vietnam to free up capacity for HBM

Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination

US report puts China-linked tariff evasion through Asia under the spotlight

Seoul Semiconductor wins permanent India injunction, completing a three-region patent sweep

European notebook revenue jumps 14.8% as unit sales fall

Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense

Nvidia Feynman pushes TSMC A16 and CPO ramp

Intel's US$20B equity raise puts Lip-Bu Tan's turnaround strategy to the test

IBM and OpenAI partner to accelerate secure enterprise AI deployment

Apple opens advanced manufacturing center in Houston to expand US smart skills

Lam Research to spend more than US$3 billion expanding global R&D labs

Silicon Motion completes US$1.15 billion zero-coupon bond offering

Analysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

SK Hynix looks beyond memory with new global growth team

LandMark Optoelectronics says silicon photonics capacity is "very, very tight"

Taiwan machine tool exports return to growth in July

Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028

Phison reports record second quarter profit as AI storage demand surges

Quanta posts record second quarter revenue as AI server demand surges

Analysis: Google's Pixel tests Android's competitive balance

DeepSeek raises API prices sharply as V4 Pro targets agentic AI market

Taiwan tech dividend expansion to accelerate non-tech industry upgrades

Taiwan's AIDC sees homegrown drone complete GPS-denied flight tests

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

China PCB makers pour billions into AI server, HPC, optical markets

Porsche exits Volkswagen carbon pool, joins Xpeng

Chinese automakers gain share in Europe as legacy carmakers partner to cut costs

Applied Materials sets 2028 capacity target as it commits new manufacturing hires

Lenovo turns a memory-price shock into a share gain

Hua Hong's fabs were already full — price is what finally made them profitable

Applied Materials' growth is rotating from China volume to DRAM tooling

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

SMIC's pricing power arrives as AI pushes mature-node work into China

Musk hints at FEL light source for Terafab; ASML eyes FEL-EUV push

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Samsung chip design embraces AI, but loss of control and hallucinations remain a problem

Cerebras raises 2026 outlook as hardware sales weaken

Qisda unit expands robot computing platform into Europe and U.S. supply chains

Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook

SK Hynix advances Yongin fab construction for 2027 cleanroom launch

Kioxia eyes customer trials for PCIe Gen6 optical SSD

Intel tests system memory to ease AI KV-cache pressure

Rapidus targets 8-reticle interposers by 2030

Samsung and SK hynix push AI deeper into fabs as semiconductor manufacturing enters autonomous era

PixArt revenue rises on game-console demand as margin pressure grows

Interview: 'Modern warfare is a battle of PAs'–Transcom targets overseas defense, LEO satellite growth

Asia Tech Image eyes 3Q26 growth as raw material costs hit 1H margins

China's video AI dominance paves the way for world model boom

Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand

ATEN lifts second-quarter profit on higher sales, pricing, utilization

Kaohsiung mayor, BOT, SEMI address low-carbon power for chips, AI

Hyundai's robot foundry bet outpaces its local supply chain

LEO satellite communications, space computing drive rising importance of GaN power amplifiers

Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook

Kaori Heat Treatment to invest NT$3 billion in Taiwan and Thailand expansion

ABF substrate boom lifts Eternal Precision prices 20%

Beyond silicon and copper: OCP APAC looks under the hood of future AI infrastructure

Korea's CNT pellicle race heats up as aweXome Ray pushes toward EUV commercialization

Grand Process's Challentech partners with Japan's Seiki for bonding tech

Aug

13

2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Oracle's transformation from enterprise software to AI powerhouse

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

Taiwan's carbon fee era begins, science parks roll out measures

Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

Qisda eyes AI infrastructure as fastest-growing business opportunity

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron profit surges on AI server shipments and stronger product mix

Samsung delays High-NA EUV adoption until 1nm production in 2030

LandMark Optoelectronics posts surge in profit on silicon photonics demand

Asus raises server outlook as AI demand lifts record second quarter results

Asus projects up to 150% server growth as AI demand lifts results

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

South Korea plans new sovereign wealth fund to back AI, robots, supply chains

Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%

Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation

Pegatron sees 2026 server growth beat expectations

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture

Tencent starts paying for AI in cash, core business is covering the bill

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware

Column: Forecasting the planet, one foundation model at a time

Alphabet's DeepMind shake-up caps months of AI stumbles

AI inference surge lifts NAND market to record revenue: Counterpoint

Seetel tops NT$8.2B in first seven months amid US and Australia expansion

Ledlink swings to profit in 2Q26

ITTS reports first-half growth as ERP and AI projects gain traction

PC 2H26 pull-forward correction hits peripheral chip makers

Foxconn signals sharper push into AI as Sharp partnership enters new phase

LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

GaAs gains ground in short-reach AI optics as InP constraints mount

Intel signals memory push after hiring former SK Hynix CEO

Hanmi pulls ahead of Hanwha as HBM4 orders rebound

Univacco reports record 2Q profit and revenue as 3Q demand builds

India's state of Odisha sweetens chips, renewable energy incentives to court ISM projects

Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment

Siemens EDA unveils AI-Native Design strategy in South Korea

Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack

NXP expands Malaysia factory to bolster global chip supply resilience

Nvidia's compute financing push signals a new phase for AI spending

Foxconn buys new land for optical communications expansion

Nvidia seeks to ease credit risk concerns over US$500B AI financing plan

Sodium batteries get 28-month tax window in China

Taiwan manufacturers call for faster nuclear restart to keep pace with AI, chip growth

OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory

409.6T switches could push industry toward CPO, Arista says

Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment

Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips

TSMC-Sony image sensor venture pushes Japan chip investment to JPY6 trillion

Yangtze Memory-backed capital expands into FD-SOI specialty process investment

Can diamond rewrite the rules of AI chip cooling? Wiwynn is putting it to the test

Naver backs Anthropic in broader AI push

India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion

LSE Semiconductor wins strategic investment from TIS

From lab bench to IPO: How Taiwan's top university aims to turn professors into founders, campus into a unicorn factory

Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

Japan's H3 rocket launches Michibiki 7 into orbit

Vietnam opens Haiphong free trade zone to court semiconductor investment

South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund

Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips

AgiBot overtakes Unitree as China expands its lead in humanoid robots

Hengs revenue surges 178% as solar EPC projects reach recognition peak

Taoyuan plans AI manufacturing park in Guanyin to support server supply chain

Progate posts record profit on TSMC, Synopsys ecosystem gains

Anli-KY lifts July revenue on AI server and drone product shipments

Inventec posts record second-quarter profit as notebook margins narrow

Apogee turns profitable in 2Q26 on AI data center demand