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Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea

Tomorrow's Headlines

China tightens solar policy to cull excess TOPCon capacity

Tomorrow's Headlines

Taiwan retains control of the AI server ecosystem, but for how long?

Tomorrow's Headlines

Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies

Tomorrow's Headlines

AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains

Tomorrow's Headlines

SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields

Tomorrow's Headlines

May

20

2026

ASML to deliver first High-NA chips within months despite cost concerns

Apple unifies hardware Silos to accelerate post-Cook device development

SpaceX to purchase Cursor one month after potentially record-breaking IPO

Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890

Tech Forum 2026: AI server racks push liquid cooling into mainstream

Microsoft advances India data center timeline within expanded regional investment framework

Tech Forum 2026: Physical AI poised to accelerate autonomous driving and robotics, analysts say

Amazon's AI chip push gains ground as Nvidia remains central to AWS

FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

Gaia Motors rolls out Rapide 3 electric three-wheeler network across Taiwan

From boardrooms to bedside: AI cameras climb the value chain

Exclusive: Automakers turn to Taiwan for faster vehicle electronics development

GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms

Samsung braces for major strike after bonus talks collapse

Quanta Cloud Technology commits US$61.71 million for California facility lease amid AI server buildout

Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up

Taiwan to boost AI and strategic-industry spending to increase competitiveness

Tatung boosts North American renewables push with transformer wins and mass-production play

Ex-OpenAI and Tesla AI lead joins Anthropic to accelerate Claude pretraining research

Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service

Taipei fires back as Trump repeats chip theft claim

Commentary: China hardens AI self-reliance push after Trump-Xi talks

Taiwan suppliers look past Tesla as China's robot makers scale up

E Ink debuts color e-paper photo frames and monitors at Computex 2026

South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan

Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it

Interview: Governments are losing the AI cybersecurity race, and Palo Alto Networks thinks it has the answer

AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships

Taiwan robotics hub aims to move suppliers beyond components

U-leam to rely on LEO satellite business while building quantum and medical pipelines

Anthropic buys Stainless, forcing OpenAI and Google to rebuild or migrate SDK tooling

Anthropic loosens Mythos secrecy rules for AI threat sharing

Microsoft warns GitHub could be displaced as rivals gain ground with AI coding tools

Google I/O 2026: Agents, multimodal models, and a sweeping search overhaul

Google I/O 2026: Stitch shakes up AI design and dev workflows

Google I/O 2026: Consumer hardware competition and smart glasses market entry

Google I/O 2026: AI market competition and enterprise pricing strategy

Nvidia earnings set to beat again on AI rack boom

South Korea turns defense contracts into quantum's commercialization launchpad

Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains

Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO

China's OSATs chase bigger role as AI chips strain packaging supply

As Hormuz crisis hits South Korea, Arctic route gains strategic weight

Phison taps overseas bond market for US$800 million storage push

CXMT profit surge shows limits of China's DRAM push

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

Intel prioritizes high-end CPUs as AI demand tightens global supply

US military to send personnel to Ukraine to learn drone and battlefield networking lessons

Japan's startup boom draws global capital as top US tech firms accelerate Asia pivot

Universities and governments emerge as new pillars of AI commercialization, accelerator says

Sony, Nvidia, USC representatives discuss navigating the next wave of AI disruption

How a cold call in 2013 led to TSMC's US$165 billion Arizona bet

May

19

2026

McKinsey warns of pilot purgatory as robotics market eyes $400 billion by 2040

Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand

DB HiTek's power-chip push hits delay as stakes rise

Jury clears OpenAI of Musk's claims, paving way for US$1 trillion IPO

Foundry, test costs push PMIC price hikes toward 12-inch wafers

ITE Tech awaits PC, NB visibility as price hikes begin in 2H26

MediaTek probe jolts Taiwan lawmakers as market shifts

XPeng introduces mass-produced Robotaxi built on in-house AI chips

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

TDK expands bonding equipment investment, launches first mass production of nanocomposite materials

Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

Taiwan backs humanoid robotics, materials innovation with fresh R&D grants

Mexico's new tariffs raise stakes for Taiwanese manufacturers

SpaceX listing buzz sends Taiwan's satellite suppliers into expansion mode

Analog Devices reportedly closes in on US$1.5 billion cash bid for Empower Semiconductor

Samsung narrows bonus gap as payout split threatens strike deal

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

Rising memory costs hit China's OLED suppliers harder than Korean rivals

Chipmakers rejoice as Googlebook entry heats up AI PC race

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

Satellite communications boom drives Winsemi, AWSC into W band

Google and Blackstone reportedly plan AI cloud venture to expand TPU business

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave

Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals

GM settles for US$12.75 million over selling driver data as privacy rules reshape auto intelligence

China doubles down on AI-driven manufacturing upgrade

China's AI token boom fuels push for national compute network

Baidu says AI is now the majority of its business

Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

Australia orders six China-linked investors to divest 17% stake in Northern Minerals

Anthropic debuts Claude for Legal to embed generative AI into law firm workflows

Anthropic urges US to close chip export loopholes and ban AI distillation attacks

CyCraft expands Japan push with NTT and Future for AI-managed security services

Anthropic to brief G20 financial regulators on Mythos cybersecurity risks

Digital camera comeback exposes optical supply-chain talent and capacity gap

Arm faces US antitrust probe after announcing plan to design its own chips

OpenAI surpasses 900 million users and signals possible new fundraising amid compute shortfall

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

Acer's India PC push reaches a turning point as share climbs to 21.3%

Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%

SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs

China's display boom fuels push for materials independence

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

Kemflo expands into semiconductor carbon recycling and commercial water systems

Google teases Gemini Robotics push one day before Google I/O

Humanoid race will produce only one or two winners, Plug and Play CEO predicts

Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis

May

18

2026

China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again

TI says safety will decide 800V AI data center adoption and supplier wins

South Korea's A2Z bets on autonomous buses as Waymo, Baidu's Apollo Go dominate robotaxi race

Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand

SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

Hehui Electronics targets breakeven in 2026 as robotics, in-vehicle systems, and smart manufacturing expand

Pan Jit AI revenue hits 11% as orders stretch 6 months

Prosperity Dielectrics sees AI server power customers chasing MLCC supply

TSMC's Japan fab signals a turning point for overseas manufacturing

AMEC-SMIC: China's chip-equipment push moves from trials to scale

China's car market enters a brutal shakeout

Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up

Taiwan firms seek tax breaks for AI compute center bids

Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business

Lianyou Metals rides tungsten, cobalt squeeze to record quarter

Swancor and RobiChip partner to bring advanced packaging into robots and drones

Huawei, Apple, and Xiaomi battle for market share with deep discounts

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

South Korean court bars factory occupations and orders safety work during planned Samsung strike

As AI redraws chip industry, TSMC faces its first real rivals

Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0

Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom

Analysis: Memory crunch opens IPO window for China’s CXMT

Samsung and union enter new round of talks ahead of planned strike

Getac gains from drone and defense demand as rugged PC supply chain struggles

Taiwan sends largest-ever drone delegation to Xponential 2026 as US eyes edge computing

China cracks down on illegal drone flight-control hacks after multiple cases uncovered

China's disposable car model reshapes global supply chains

Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing

Innolux reshuffles leadership, changes corporate director representatives

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

Lotes holds prices to gain share as server and AI connectors drive record revenue

Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030

Tencent re-enters India gaming market with ecosystem push as regulatory thaw takes hold

Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter

Edge-cloud shift opens new growth runway for Taiwan's chip suppliers

India's Tata Electronics partners with ASML to support first 300mm fab ramp-up

Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives

Palo Alto Networks integrates CyberArk, Koi and Portkey and launches Idira to bolster AI and identity security

Hyundai and Kia to launch South Korea's first large-scale autonomous driving pilot

Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

Whetron Expands Push Into AI Vehicle Safety and Smart Sensing Systems

Memory shortage gives Team Group room to favor long-term customers

TEEMA global science park plan takes shape with Mexico leading

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

Samsung's race to avoid a chip strike is running out of time

TSMC CoWoS yields top 98% as capacity expands

Ilitek eyes 2Q26 ramp for OLED TDDI and auto products

Oppo, Vivo keep telephoto lenses separate to protect margins

May

17

2026

Thunder Tiger and Shield AI team up on autonomous naval drones for Taiwan's asymmetric defense

Silicon-carbon batteries become latest front in US-China tech rivalry

AI drives Cisco orders, lifts Taiwan networking suppliers

Taiwan chipmakers quietly fill gaps left by Korea's HBM push

Optical firms enter high-margin smart snow goggles supply chain

Adlink bets on physical AI with robotics, healthcare, and semiconductors

Advantech charts five-year edge AI roadmap alongside CEO-to-chair transition plan

Galatek targets advanced packaging market, eyes Taiwan foundries

May

16

2026

China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

AI server tracker: Rising server demand leads to high revenue growth for rail kit makers

Taiwan semiconductor materials, April 2026— One sector, two races

Column: Orbit are now battlefields—how the world's powers are militarizing space

One-person companies may upend small businesses in AI shift, adviser says

May

15

2026

Commentary: The Thucydides trap and TSMC's COUPE

China keeps tight InP export controls despite Trump-Xi talks

TTI targets global ADC market with upstream next-gen linker and payload platforms

Fiber shortage deepens as orders for Chinese vendors extend to 2027

TSMC's Vanguard stake sale signals AI-era capital pivot

Everlight to build automotive LED plant in Thailand as raw material costs hit profit

AI servers squeeze ODM margins as consignment gains traction

Phison aiDAPTIV accelerates edge AI deployment with Dimensity 9500

Samsung shields chip lines as union sticks to strike plan

Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange

Ability Enterprise targets AI and automation growth after strong first-quarter results

AAEON sees rising orders as AI focus drives 2026 growth plan

Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp

TSMC to trim Vanguard International stake to 19% in block trade

Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage

Maserati turns to Huawei as China's EV power expands into luxury cars

Taiwan industry maintains support for non-China supply chain push despite drone budget setback

Analysis: Mythos sparks access fight as AI models become strategic assets

Metalens technology reaches key turning point, as DUV, DLW, NIL processes compete for advantage

Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

Trump-Xi summit is Nvidia's best shot at getting back into China

Panel makers cool in April 2026, pivot to CPO and FOPLP

Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump

Samsung strike risk lifts memory spot prices as supply risks mount

US clears Nvidia’s H200 for China, but Beijing can still say no

US-China ties shift toward balancing tech pressure with controlled competition

Lei Jun, Musk and Cook converge at China-US state dinner

UMC rolls out 14nm FinFET platform for OLED driver ICs

Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites

Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030

TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities

Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze

OpenAI and Apple partnership frays as legal threat looms

Applied Materials scales manufacturing and innovation to meet AI demand

Analysis: Europe embraces Chinese EVs while North America loses momentum

Hua Hong Semiconductor strategy focuses on AI demand and specialty tech expansion

Malaysia's Arm-backed chip push lifts Oppstar, SkyeChip as startup ambitions expand beyond packaging

SMIC refocuses on capital investment over dividends as AI boom reshapes demand

Quanta hits record revenue but margin pays the price for AI server ramp

Edge AI is transforming wearables into proactive health and sensing platforms

Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip

Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins

Applied Materials posts 25-year margin high as agentic AI drives equipment boom

SMIC beats margin guidance even as operating profit slides

Foxconn says AI server mix and consignment model will drive annual shipments to more than double

TCL tightens grip on Guangzhou LCD hub, unleashes US$4 billion OLED expansion

Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts

Faster AI servers drive a shift to advanced PCB technologies

InP compound semiconductors break AI power and bandwidth barriers

Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry

Chunghwa Telecom expands satellite ambitions across multiple orbits

Apple confronts the AI agent era — is the App Store at risk?

Column: The new space arms race is being fought with AI, lasers, and autonomous satellites

Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth

Nan Ya PCB targets high-end IC substrate growth amid AI demand

Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand

WeMo unveils dual-scooter service and plans cross-platform integration by 2026

Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion

South Korea denies plan to share semiconductor tax windfall with citizens

China's auto market pivots to EVs as profits erode

Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Interview: The 6G clock is ticking — and Ericsson wants Taiwan in its corner

May

14

2026

Memory supply crunch pushes Phison to historic earnings

AI chip boom drives record growth for Taiwan testing firm MPI

TSMC expands CoWoS and SoIC capacity on AI boom

QBit Semiconductor targets edge AI growth as copier chips turn oligopolistic

TSMC symposium spotlights AI expansion, advanced packaging demand

Japan expands push to secure legacy chip supply chain

Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates

TSMC SVP: better AI days lie ahead, remember the keyword 'COUPE'

China's fiber optic industry evolved from catch-up to supply chain scale

Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover

AI surge fuels patent race in server cooling with Taiwan firms among global leaders

Swancor taps aerospace, AI robots to lift revenue

Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand

Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact

Appier posts record 1Q26 revenue and profit, lifts 2Q26 outlook

Google pivots to Gemini Intelligence, linking AI with premium hardware

Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models

Asus's record revenue signals greater exposure to AI server demand and higher component costs

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

Etron sees DRAM rally stretching into 2027 as shortages persist

Etron's robotics bets gain ground as memory cycle turns

Wieson eyes 2Q26 recovery as new businesses gain traction

Sony launches Xperia 1 VIII in bid to reclaim ground in premium smartphone market

SoftBank looks beyond mobile with data center, battery push

Khgears deepens robot supply chain role as smart transmission tops 10% of revenue

Nan Pao profit stays strong in 1Q26, expands into semiconductor specialty materials

Memory prices disrupt NB seasonality, hit 2H26 shipments and margins

Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens

Samsung and SK Hynix rush to expand capacity as AI memory demand soars

Cisco accelerates AI push with Silicon One gains and major restructuring plan

Alibaba faces mounting margin pressure as AI investments accelerate

Tencent eyes Chinese ASIC ramp in 2H26

US court cleared Apple to seek documents from Samsung's Korea HQ in DOJ antitrust case

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

MediaTek courts Intel as Google pushes for alternatives to CoWoS

Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand

Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say

Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers

HDRE to deploy containerized AI compute at Australian and Japanese storage sites

Taiwan plans green power spot market to ease surplus renewable power by 2027

Sharp delays Kameyama LCD shutdown as losses mount

NSK-NTN merger to create the world's largest bearing maker

Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Column: Why robots aren't ready for the real world — yet

Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise

China's semiconductor godfather warns against 2nm fixation

Korea races to narrow chip packaging gap with Taiwan and China

Arbe CEO Says radar is becoming central to future of autonomous driving

AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue

Microloops posts record first-quarter profit as AI server cooling drives growth

GlobalWafers gains SBTi approval for 1.5°C-aligned emissions cuts and net-zero plan