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Commentary: How FCC ban proposal is affecting China’s optical module makers

Tomorrow's Headlines

Exclusive: Musk builds a US solar supply chain that may extend to polysilicon

Tomorrow's Headlines

Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains

Tomorrow's Headlines

TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers

Tomorrow's Headlines

Offshore wind projects face bidding failures as supply chain warns of a market gap

Tomorrow's Headlines

China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain

Tomorrow's Headlines

Aug

5

2026

Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

Infineon sees AI demand outpacing supply as customers lock in long-term capacity

China halts US-based factory audits for CCC certification amid raging tech feud

China launches 15th Five-Year 'leader' awards on low-carbon credentials

Foldable smartphone shipments are set to rise 20% as Apple enters the market

Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand

LG Electronics posts strong second quarter as new businesses drive growth

Foldable phone demand shifts as wider models challenge flip designs

Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks

Naver taps Brookfield for up to US$9 billion in data center financing

Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant

Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure

Airoha optical comms revenue doubles as broadband lands CSPs

Analysis: Musk's empire closes in on China — from orbit to the factory floor

Anthropic's scramble for compute is reshaping how AI labs finance their chips

Infineon raises 2026 outlook as AI demand drives record quarterly revenue

AMD says server CPU market to hit US$220B by 2030

Samsung, SK Hynix reportedly test AMEC tools to guard against tighter US curbs

Taiwan fund launches US$800M guarantee plan for US investment

Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook

From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story

Macroblock returns to profit as display demand and new products support outlook

Open weight models excluded from US frontier model review

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028

CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity

AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments

Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027

Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand

PSMC open to US, Singapore, Malaysia joint ventures as Intel packaging partnership enters mass production

US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers

Smartphone makers brace for lower volumes, higher prices, and deeper market split

Taiwan launches NT$10B fund to back biotech commercialization

Apple's India breakthrough highlights a market betting on premium over volume

Nanya Technology July revenue hits record as DDR4 contract prices surge

FMS 2026 opens with major memory makers present, but CXMT missing from exhibitor list

Manz opens Tainan R&D center for advanced packaging equipment

Wistron sees AI demand widening as Taiwan ODMs gain pricing power

SpaceX's first earnings as a public company show an AI bet outrunning its cash generation

AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips

China steps up challenge to Starlink: targets annual satellite output of 7,360 in major ramp-up of commercial space industry

Samsung previews zHBM stacked-on-logic concept, 400-layer bonded NAND at FMS 2026

Waymo weighs ending Uber robotaxi role as app control battle intensifies

Everlight files third US patent suit over LED flip chip technology

Cloud AI chipmakers race to secure capacity with long-term deals

US dominates world's largest AI data centers as China places three in global top 60

Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply

Hanwha Semitech expands packaging tools as TCB turns profitable

Roborock breaks free from Xiaomi to lead robot vacuums

Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

China robot capital surges past US in global VC boom

Powerchip says family succession plan remains unchanged

From factories to consumers: Samsung's long retreat from China enters its final chapters

South Korea's KRW500B SiC push stalls as low returns deter major companies

From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era

Aug

4

2026

SK Hynix, Sandisk release first HBF specs with up to 512GB and 3TB/s bandwidth

PSMC sees stronger 2H, says strategy unchanged after chair's death

Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise

Samsung Galaxy Z8 preorder sales hit record 1.44 million in South Korea

Samsung Foundry nears full utilization, but 2nm yields remain a hurdle

China's chip output jumps nearly 350% in a decade as semiconductor supply chain expands

China claims 8 in 10 robots worldwide are made at home

HP, Asus and Acer reportedly turn to CXMT for laptop memory

Taiwan classifies semiconductors, AI as high-energy industries, launches decarbonization project

Factorial, SK On sign pact to assess solid-state battery manufacturing

Wistron backs Taiwan's sovereign AI effort with 2.4 million computing hours

Analysis: Tesla's driverless ambitions get regulatory reality check

Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Intel China adds day 0 support for MiniMax H3 after DeepSeek

Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Alibaba unveils biggest Qwen model as DeepSeek deepens China's AI price war

China tightens chip layout design protection to strengthen domestic semiconductor innovation

Kumamoto semiconductor production recovers, TSMC's Japan subsidiary returns to normal operations

AI's payback math: how long can servers last?

CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment

Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026

Kinsus boosts spending as global IC substrate supply stays tight

Taiwan-Japan semiconductor ties go beyond supply chain partnerships

Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

Key material shortages prompt suppliers to prioritize three customer groups

MediaTek sees SerDes 448G as copper's final battleground

India rumored to move to extend electronics tax breaks to 2041, widening pitch against China

White House finalizes voluntary AI testing framework, keeps details under wraps

Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy

China's Momenta wins nationwide Level 4 testing permit in Germany, widening robotaxi race

Interview: Topco Scientific expands to Fukuoka signaling chip regionalization

2027 memory capacity reportedly sold out as buyers quietly lock in supply

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

L&F Plus ships trial samples from South Korea’s first LFP cathode line

China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks

Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains

CXMT listing fuels concerns over DRAM prices and global memory competition

Sandisk and SK Hynix release HBF spec to advance AI memory standard

Advantech bets on Physical AI as WEDA accelerates edge AI commercialization

J&V Energy buys BlackRock's 187MW solar portfolio, doubling annual power output

YMTC rejects patent-loss claims in global 3D NAND clash with Micron

ispace turns to H3 for 2028 mission as Japan builds domestic lunar transport stack

Montage brings CXL 3.2 memory expansion to AI data centers with Samsung, SK Hynix support

Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

Reliability gaps keep just 5% of firms scaling AI agents, Chunghwa Telecom says

RichWave says Wi-Fi 7 momentum stays strong in 2H26

Micron, MediaTek back ChipAgents as agentic AI startup extends series A to US$134 million

Roborock beats Samsung, LG to win over 70% of South Korea's robot vacuum market

Taiwan targets NT$500 billion space industry by 2031 as U.S. cooperation expands

China revamps EV battery reuse rules, cuts whitelist firms by 70%

Delta's move into HVDC signals a shift in AI data-center power

Aug

3

2026

Memory makers lift capex as Kioxia holds spending to defend NAND lead

Amazon deepens OpenAI ties with US$50B AWS expansion

Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization

Coretronic's OLED and auto-display gains point to steadier growth as NB weakens

CSCC opens Pingtung R&D center to target battery, semiconductor supply chains

Asia Optical's 2Q26 operating profit hits record high on strong revenue and gross profit growth

Chinese display makers reportedly double down on large LCDs and OLED expansion

Inversion Semiconductor targets ASML with particle-accelerator X-ray lithography

Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Intel offers bonuses to speed up Ohio fab construction and reaches EMIB-T yields of 90%

CXMT closes in on LPDDR6 mass production, challenging Samsung, SK Hynix

TCL Technology to take full ownership of TCL CSOT

Korean OLED makers double down on premium tech as Chinese rivals move upmarket

MA-tek sells Shanghai unit, expands AI market push in Japan and the US

Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

Drone delivery goes mainstream as Shenzhen becomes a robot hub

AI infrastructure orders extend PCB expansion race

Renesas plans to phase out Takasaki factory production and expand R&D focus

Merry Electronics cites costs and overseas ramp-up as 2026 profit risks

xLight bets on EUV light source, eyes ASML deal

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

TSMC Kumamoto fab faces first major quake test with chip-material supplies secured

Taiwan auto market braces for second-half sales push as new models arrive

SK On posts record quarterly profit as South Korea battery makers recover

South Korea accelerates LEO satellite ambitions, targets sovereign communications network by 2035

German carmakers turn defensive in China as sales and margins fall

MA-tek sells 80% stake in Shanghai subsidiary to accelerate global expansion

Apple says advanced-node capacity tightens amid 2nm race

Xiaomi raises flagship phone prices as memory and chip costs climb

Ferrari's Luce sells out 2025 quota two months after launch

Taiwan manufacturing business climate improves in June, headlined by electronics sector

OpenAI reportedly expands probe after finding additional AI agent containment escapes

India advances semiconductor ambitions as Visakhapatnam OSAT plant anchors South India packaging push

Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

India expands chip talent pipeline amid surging global chip demand

IBM and Sarvam team up on India's sovereign AI push

Dixon sees mobile, IT hardware, and component push lift export and margin outlook

Pat Gelsinger joins xLight in bid to bring TSMC into US-made lithography project

Rising component costs, new Indian incentives, and export push shape Dixon's outlook

Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap

OpenAI says next-generation model solved 10 longstanding math problems

Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices

Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift

Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027

FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

ROEC eyes AI optical communications without competing

Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive

Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%

C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets

FICG launches Singapore-Malaysia dual-core strategy

AI server demand revives long-term MLCC supply agreements as shortages intensify

Elevated Materials names Jay Wang as chief revenue officer

Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing

Beijing's AI 'golden circle' draws Moonshot, Z.ai, US$14B in funding

Agentic AI exposes urgent legal accountability gaps, South Korean scholar warns

Realtek sees broad 2026 growth despite cost pressure and uneven demand

Taiwan steps up investment in AI startups, compute infrastructure

CATL rises to No. 3 as electrification reshapes global auto suppliers

Aug

2

2026

MiniMax H3 pairs 2K video with native stereo audio in China's multimodal AI race

AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS

Research Insight: AIDVs reshape smart cars with world models and agents

Interview: Governance layer key to deploying AI agents in the finance sector

Roborock's overseas push lifts Chinese brands in robot vacuum market

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Xiaomi adds SkyNomad N90 and N70 with 370,000 deliveries still needed for 2026 target

TASA opens space startup base to push Taiwan toward satellite ODM

Lawmakers debate wealth-sharing policies as AI-related gains push Taiwan toward K-shaped economy

Pittsburgh, Switzerland experts challenge Taiwan to move beyond robotics hardware

ESMT posts record second-quarter profit on higher contract memory prices

Ennoconn tender for Kontron closes as Germany reviews foreign investment approval

Aug

1

2026

MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027

AUO commits US$721M to TGV, glass core and CPO expansion

Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

Arcadyan targets satellite supply chain through smaller operators before pursuing top-tier customers

Posiflex revenue rises 46% in the second quarter on Europe and Asia demand

Elite Material posts record 2Q result on strong AI-related demand

AUO sells two plants in two days and expects up to NT$17.7 billion gain

Realtek, Elan, and Parade set the tone for PC chip demand

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

Thintronics wins proposed US CHIPS incentives for advanced substrate technology

Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC

Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

At OCP's Taiwan summit, servers take a back seat to optics and advanced packaging

Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight

Jul

31

2026

Powerchip founder Frank Huang dies at 76; vice chair steps in as acting chief

Analysis: The AI buildout stopped being a demand story

MJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist

Exclusive: Asian chipmakers' shift to US helium raises concentration risk

Exclusive Interview: Helium shock threatens advanced chipmaking as Asia shifts dependence to the US

ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027

Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap

Amazon's Zoox receives US approval for commercial deployment of robotaxis

Thunder Tiger calls for budget clarity as Taiwan pushes uncrewed surface vessel development

Pegatron chair says AI outlook remains strong, calls for Taiwan application push

ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

US CSP leaders keep capex growth as AI monetization deepens

Jensen Huang's open-source push signals a fight over who controls the AI market

Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war

AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Tokyo Electron raises outlook as AI data center spending lifts memory demand

Powertech bets on AMD FOPLP mass production in 2027

Amazon Leo nears 400 satellites, initial service to begin this year

Auto chip demand recovers, but restocking remains elusive

EU launches AI Gigafactories call to boost Europe's computing capacity

Rising smartphone prices are reshaping purchase plans in India

Memory shortages deepen as prices climb into the second half of 2026

Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices

Shanghai rises as China's lithography hub, powered by SMEE, Huawei and rising DUV rivals

Kioxia begins sampling 1TB 3D flash memory for AI devices

TSMC reportedly develops EMIB-like packaging to counter Intel

AIT reassures Taiwan-US auto ties remain strong amid ongoing tariff debate

India's first telecom manufacturing zone to land in Madhya Pradesh

Microsoft Windows price hikes add to PC cost pressure in 2026

AUO names current CFO president as Frank Ko steps down

LG Electronics' strong 2Q26 underscores push into robotics and AI infrastructure

AI server boom reshapes MLCC pricing as capacity shifts upmarket

CHPT raises 2026 capex to NT$500M

Semco reportedly expands SoulBrain partnership to advance glass substrate materials for AI chip packaging

Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

Intel's rare Atom IP deal gives RosaicLabs a shortcut to custom x86 chips

AI strains mature-node and packaging capacity, leaving chip designers with orders but no supply

Apple targets AI subscription revenue as Cook exits and Ternus inherits next growth strategy

Apple braces for "hundred-year flood" in component costs

Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook

Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism

Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy

German joint ventures in China fall below 50% utilization as imports weaken

WAIC 2026 unveils AIDV shift as physical AI gains ground

Unimicron says Intel's EMIB-T will not reach mass production until 2027, sharpening advanced packaging rivalry

SPIL AI packaging investment boosts CTSP Erlin Park as first standard factory opens in 2H26

UMC raises capex to US$2B, eyes AI SiPh

ams OSRAM's Micro LED links trade speed for scale in AI data centres

TAIONE foundation launches with NT$300 million to build Taiwan's open source AI push

Shield AI and Thunder Tiger demo autonomous USV swarm in Taiwan

US manufacturing push draws Taiwan suppliers; electronics investment up nearly 500%

Qualcomm, MediaTek set Sept flagship SoC showdown

Chang Wah sees broadening demand recovery and higher margins in 2Q26

AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

Coretronic drone unit shifts to four fronts amid procurement delay

Automakers shift to larger in-car displays as smaller center screens decline

Samsung boosts Hwaseong DRAM capacity as it converts older NAND lines

CSCC develops SiC crucibles to strengthen Taiwan’s AI data center supply chain

Roborock sees AI and niche features driving robot vacuum growth

Jul

30

2026

OpenAI's ChatGPT about to reach 1B weekly users as AI rivalry heats up

ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity

Samsung signs five-year memory deals as chip shortage stretches to 2028

South Korean chip exports increasingly flow to Taiwan for TSMC packaging amid rising AI demand

Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

China's DUV shock: the secretive Aishengna rattles ASML with US$1B state backing

Kumamoto quake exposes Kyushu auto supply-chain fault lines

South Korean suppliers win HBM4 tester orders from SK Hynix

GlobalFoundries lands US$300M CHIPS backing for AI silicon photonics

High memory prices could slow China's AI push, analyst says

Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand

Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts

Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Taiwan delays car tax cuts over supply chain concerns

US rallies global partners on 6G as competition with China intensifies

Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Ennoconn deepens Singapore push with SMF pact and AI forum

China rejects 'overcapacity' claims in new policy paper, defends industrial strategy

Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Marvell opens expanded Bengaluru R&D hub, doubling India headcount

Italy, US to sign Pax Silica pact on AI, chip supply chains

Intel's reported DDR4 CPU revival expected to boost PC demand in second half

Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow

Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Qualcomm completes Modular acquisition to expand AI software platform

Marvell plans US$250 million India investment to expand semiconductor R&D

Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion

Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares

Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security

Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

UMC, Intel advance 12nm process collab with no next-gen plans at this time

UMC posts NT$42.26B profit on non-operating investment gains in 2Q26

Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026

Research Insight: German automakers shift strategy as AI powers next-gen cars

AMD's Helios gains ground in challenge to Nvidia's CUDA

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China

India launches homegrown silicon photonics tools to widen access for researchers and industry

Japan and South Korea MLCC makers signal further price hikes amid AI demand

Roborock sees Taiwan as a test market for smart cleaning devices

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

Nvidia invests US$1B in Naver's sovereign AI push

Taiwan launches first robotics competition to benchmark service robots for real-world deployment

Robotics makers race to commercialize dexterous hands for Physical AI

AI demand squeezes memory supply, pressuring PC and TV markets

Greatek sees sustained AI demand, plans Philippines packaging plant acquisition

China's robot vacuum makers race ahead as innovation cycle outpaces smartphones

Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging

Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits

BMW secures US battery supply with two-stage plan as AESC site stalls

Taiwan semiconductor power demand is set to reach 52 billion kWh in 2026

Volkswagen backs EU tariffs on Chinese PHEVs as market pressure builds

CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

Jul

29

2026

TSMC: JASM utilities back to normal, equipment calibration underway; construction resumes

Coretronic reports first-half loss as margins weaken and demand stays uneven

Taiwan sets non-China supply chain as key requirement for Presidential Cup Drone Competition

Coretronic Intelligent Logistics plans AI logistics demo at AI Wave Show 2026

Faraday lifts revenue on ASIC and MCU demand as AI delays push projects back

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

Aewin expands AMD EPYC 9006 server lineup for AI, storage and enterprise workloads

China's glass substrate supply chain takes shape for AI chip packaging

Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

China's GenAI race shifts to open source ecosystems

White House reportedly approaches final framework for reviewing frontier models

Intel Foundry completes US microelectronics prototype program

Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Kumamoto quake hits electronics cluster, but impact remains concentrated in inspection-related stoppages

NXP finds new AI data center role beyond GPUs

SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan

US blocks new foreign-made robots and power inverters in AI security crackdown

Column: Taiwan suppliers' path into US Space Force supply chain

NXP sees physical AI entering a decade-long adoption cycle

Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

China's first home-grown immersion DUV production reveals real test beyond prototypes

Corning bets on SiPh and CPO to drive AI data center growth

China chip substitution accelerates as chill effect looms

Samsung reportedly weighs Chinese DRAM for budget smartphones as memory inflation squeezes mobile market

Analysis: How Xiaomi's range-extended EV push could redraw China's supplier map

Moonshot AI's Kimi K3 secures Day 0 support from Alibaba Cloud, Huawei Ascend

ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

Smartphone chip earnings will gauge 2026 demand as prices rise

Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn

AI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI

SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

Boeing 737 MAX 10 certification could come in autumn, FAA says

Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

TDK and LG Innotek form partnership on physical AI sensors

Corning raises long-term growth targets after 2Q26 profit increases

KLA executives outline growth strategy amid accelerating AI infrastructure demand

Joby and Virgin Atlantic plan UK air taxi service by late 2026

Compal launches Employee Stock Ownership Trust to boost talent retention

Kbro lifts broadband investment as 10G service expands across Taiwan

KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

AI shift to inference boosts CPU server demand across the supply chain

Huawei targets 2027 glass substrate production to gain an edge in AI chips

NXP posts strong 2Q as investors remain cautious on chip outlook

Commentary: Why China's 2026 tech breakthroughs are a generational harvest

Shield AI and GE Aerospace complete X-BAT engine tests for late-2026 flight

SK Hynix sees record-breaking 2Q on surging AI demand

OpenAI plans to test first hardware device in South Korea

Samsung reveals battery life, durability details for smart glasses coming this fall

Adata profit surges tenfold on memory shortages and AI demand

From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

Tier IV lists in Tokyo to fund open autonomous driving platform

Amazon files for 5,105 satellites in direct challenge to Starlink

OpenAI expands Dublin hub with 250 jobs and larger office lease

Powertech posts record second-quarter revenue and targets a 2026 sales high

ADLINK expands robotics portfolio, targets 10% revenue share by 2028

Core Scientific and AMD joing forces to boost AI infrastructure

AI, memory clients lock in long-term orders for Leading Technology

Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain

China rejects US AI model theft claims, says American firms distill Chinese models too

Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges

EU leaders prepare first dedicated AI summit as tech sovereignty gains urgency

Taiwan offshore wind blueprint lifts outlook for developers

Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand

Non-core parts makers delay Southeast Asia capex as China-US tensions ease

PwC says AI, scale are driving a new global M&A phase

SK Telecom bets on AI infrastructure to regain core status in SK Group

South Korea and AMD sign AI semiconductor pacts to build heterogeneous computing base

China Mobile adds AI and HD video to its mobile voice calling service

LG Innotek tops second quarter forecasts on stronger camera module and substrate sales

Australia capital markets ride AI deal wave as cloud startups target listings

Thailand drops land bridge plan after review flags weak returns and environmental risks

Jul

28

2026

Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme

Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC says JASM staff safe, recovery underway

Taiwan, UK launch first formal drone industry partnership to expand aerospace, defense opportunities

Squeezed by China, Taiwan ODMs pivot to AI for new growth

TCC launches Europe listing plan as revenue from the region reaches 44%

Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform

Qualcomm chip price hike to squeeze China's Android makers on two fronts

Samsung trims Z Fold8 display module 10% using Flex Titanium

Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

Display industry earnings season shifts spotlight from panel prices to transformation strategies

Panel makers reject 10% polarizer price increase as China suppliers retreat

Automotive chip demand surges in 2Q26 on EV reset

Taiwan lawmakers clash over NT$210B drone procurement bill

Google TPU surge and Meta capacity push fuel CSP capex wave

UMT posts record revenue in 1H26 on growing LEO satellite demand

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

SK Hynix enters LPDDR6 production race with Xiaomi first in line

AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing

China speeds up 4 new cars a day, intensifying shakeout

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

LG wins Nvidia certification for 600kW CDU and lands North America data center project

Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer

Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Smart glasses ignite AI device battle as China nears 80% global brand share

Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Robot boom heats up as Taiwan chipmakers race to catch up

Nvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year

China display giant BOE rejects low-price race, turns to innovation to lift panel value

Column: Titan Batteries joins US defense effort to secure domestic drone supply chains with traceable battery solutions

LG Energy Solution sues EVE Energy in US over cylindrical battery patents

Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom

Apple, Micron's clash over CXMT puts White House in the middle

Moonshot AI opens Kimi K3 weights, challenging US closed-model economics

Nvidia's Vera targets AI server growth, with CSP adoption the key test

From models to chips: Anthropic chip ambitions pull Korea deeper into the AI silicon race

EYEQ Lab completes 200mm SiC line validation with yield above 90%

Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Energy storage unicorn expands in Baotou as China's industry chain accelerates integration

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Optics remain hardest technological hurdle for smart glasses, says Jorjin chairman

Smart glasses with color displays could enter mass production by 2028

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

Taiwan urged to move beyond hardware role in AI glasses race

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