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Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027

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Breaking down the challenges facing the new Apple CEO

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Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit

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TSMC targets Samsung's LPU foundry orders amid intensifying competition

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Memory price surge hits India smartphone shipments in 1Q26

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What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge

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Apr

23

2026

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

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

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

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

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

Zhen Ding will build 10 new factories for global expansion

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

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

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

EV outlook revised downward as automakers pull back

SpaceX loads up on debt to fund AI push before IPO

Japan PC shipments peak on upgrade cycle, correction ahead

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

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

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

Apr

22

2026

Focus: South Korea builds a semiconductor talent pipeline

Brightek posts March loss as Nantong plant ramps up in 2H26

Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27

AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26

SpaceX reportedly files confidential IPO plans in potential record-breaking offering

Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge

CATL unveils ultra-fast charging battery and expands push into full energy ecosystem

Analysis: Apple's new CEO has a secret robot team — and big plans for your home

Column: US drone industry learns from Ukraine's low-cost, rapid production

Commentary: Apple's succession play sees engineering credibility meet commercial legacy

How MediaTek will supply Marvell's next three generations of TPUs

Applied Materials announces Advantest as innovation partner for EPIC platform in Silicon Valley

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan

Blue Origin launch falls short, but satellite race presses on

ASM International reports 16% growth in 1Q26 revenue driven by booming AI market

Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Apple taps duo behind Apple Silicon success to navigate software-hardware balance in AI era

China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand

Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing

Skild AI acquires Zebra robotics unit to bolster warehouse automation play

Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction

Commentary: Apple CEO change sounds alarm for China suppliers

AI coding tool competition intensifies as SpaceX-Cursor deal, Google push, and Anthropic upgrades reshape industry

Foxconn-backed FARobot and Healthconn advance AMR for hospital specimen logistics

Chinese carmakers face delays as global cybersecurity rules tighten

AIDC eyes over NT$100 billion in new defense-related orders across next 5 years

Panel suppliers outline new business shifts aimed to offset LCD losses

Apple's US$4 trillion leadership transition: will decision-making return to engineers?

Taiwan's Top lead frame players ride price hikes waves to record orders

Gangwon's expanding semiconductor cluster comes with global implications

Naver, TCS partner on AI and cloud in India during Korea-India summit

MiTAC expands production across US, Vietnam and Taiwan as units gear up for growth

Taiwan suppliers expect renewed focus on innovation under John Ternus

Powerchip returns to profitability in 1Q26 following fab sale to Micron

US FCC router rules rattle industry, but Taiwan vendors see silver lining

CXMT fills LPDDR4X gap as non-China CSPs seek capacity

Taiwan's floating offshore wind grows, fixed-bottom sites reach saturation

AI is turning cars into mobile living spaces, Taiwan's ARTC Chief says

CXMT HBM3 timeline slips, mass production unlikely in 2026

China's humanoid robot makers eye RISC-V over Nvidia Jetson

SJSemi's blockbuster IPO reorders China's chip packaging landscape

The survivor's listing: How XDXCT escaped insolvency to target China's STAR market

Micron's Sanand ramp shifts India chip debate from milestone to manufacturing system

Amazon expands alliance with Anthropic as AI race shifts to computing power

BYD seeks role in Europe's auto lobby as Chinese carmakers gain ground

Interview: How a Taiwanese startup convinced Tesla to open up its energy storage system

Apple's incoming CEO faces mounting pressure to close AI gap

Analysis: Tesla's chip ambitions drive a wedge between Samsung and Intel

Apr

21

2026

Enflame tests IPO path with fast growth, Tencent reliance, and rising losses

AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026

BYD reassesses Malaysia factory project as talks stall with the government

Samsung plans NAND expansion at P5 on AI-driven price gains

MacBook Neo demand surge highlights chip shortage pressure

Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

IX Renewables urges Taiwan collaboration to advance floating wind power

Taiwan's Turing Drive targets industrial markets as Robotaxi hype slows

ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

China unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals

BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels

Beijing acts on memory price surge, AI demand reshapes device costs

Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand

Huawei flags smartphone price pressure, broadens AI device portfolio

Transportation industry moves toward on-demand, driverless mobility networks

Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

Taiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4%

Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Seiko Epson unveils long-term vision for sustainable growth

1.6T optical transceivers enter volume shipments, set three-year growth cycle

China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up

Middle East conflict drives Shin-Etsu Silicone price hike; Topco to follow suit

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

Google's AI chip push targets inference boom as battle with Nvidia enters new phase

End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products

Apple's leadership shift signals a deeper bet on engineering-led innovation over disruption

Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief

Apple puts its chip architect in charge of all hardware as CEO transition looms

Apple announces historic leadership transition: John Ternus to become CEO, Tim Cook to assume executive chairman role

Middle East transshipment and supply chain shifts double SE Asia freight rates

Exclusive: Beijing eyes solar export curbs to ground Musk's space power play

APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion

UALink 2.0 strengthens AI interconnect standards but lags behind NVLink in deployment

Commentary: China motorcycle maker tests premium shift through performance engineering

Foreign carmakers in China turn to local tech to regain lost ground

Analysis: Amazon's 11-year chip journey crowns Anthropic and OpenAI as top Trainium customers

Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure

AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail

Nissan slashes rare earth in EV motors, cutting China supply risk

Mercedes-Benz taps Samsung SDI for first-ever EV battery partnership

Beyond the workhorse: CMC maps AI, autonomy, and lifestyle as the new commercial vehicle agenda

Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia

Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones

Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target

Apr

20

2026

Taiwan textile firms branch into aerospace and drones with high-performance materials

LEO satellites set to transform in-flight connectivity

US Commerce Secretary says BYD has no role in American auto market

Solar power: the new front in G2 tech rivalry

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Analysis: How TSMC avoids memory's boom-and-bust cycle

Inside the strategy of Anthropic's CFO as AI spending surges

AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

AI boom lifts Taiwan's chip testing firms to record 1Q26

India notifies Dholera chip SEZ, signaling diversification of global semiconductor supply chain

Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition

South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints

Chinese conglomerate makes entry into memory sector as AI drive structural shift

US security agencies adopt Anthropic's Mythos despite Pentagon risk label

Chinese auto parts chain expands amid smart and electric vehicle surge

Fortinet rolls out FortiOS 8.0 to tackle shadow AI and post-quantum security risks

Exclusive: Sunny Optical eyes FAU, sees 9% smartphone market drop in 2026

India's smartphone shipments fall 3% amid cost pressures and weak demand

Potential Google-Marvell partnership escalates AI chip competition against Nvidia

Taiwan's high growth and low inflation stand out amidst global economic downturn

US's China containment shifts Taiwan firms' investment strategies

Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028

Odisha to break ground on India's first advanced 3D chip packaging unit

E Ink says energy limits could reshape displays from devices to surfaces, opening new markets

Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows

Brands boost wearable device sales to offset smartphone shipment pressure

Taiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates

Zhen Ding plans Hong Kong listing for subsidiary to boost global IC substrate presence

Acerpure begins OTC trading, targets emerging markets for smart home expansion

SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026

SOCAMM2 race intensifies as SK Hynix starts mass production, while Micron and Samsung push competing designs

Column: Texas emerges as key hub for drone and autonomous systems industry

Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5

Lens supplies 132 core components for Honor humanoid robot program, reinforcing role in embodied intelligence manufacturing

Samsung tests domestic EUV masks to cut Japan reliance at 4nm

DeepSeek reportedly weighs first external fundraising as AI competition intensifies

Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

China's humanoid robot half-marathon highlights rapid advances in autonomy and system integration

Weekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT

As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

Canary Islands push into semiconductors, build on space tech base

Qilimanjaro targets analog quantum computing for AI data center integration within 10 years

Open Cosmos wins Ka-band spectrum, targets sovereign LEO networks over mass connectivity

MSP+ eyes 2026 growth with new Yangmei plant, advances in Micro LED and CPO

Mirle, UAT form robotics venture for global expansion

Samsung files injunction to prevent union from occupying chip facilities

India roundup: China's supply-chain squeeze tests India's industrial rise

Taiyo Yuden raises MLCC prices, Murata takes the lead, Samsung to follow suit

Toyota Corolla's standard ADAS raises global debate on subscriptions

Geely's AI-powered i-HEV challenges Toyota's hybrid dominance

AI agents are slipping past enterprise defenses

Apr

19

2026

CFIUS kills Sanan's bid for Lumileds, adding to Chinese LED giant's mounting troubles

Corning leads glass substrate race as South Korea's KCC and LX Glass face steep challenges

Largan eyes FAU opportunity as smartphone downgrades loom

Wage protests in Northern India disrupt electronics output as Uttar Pradesh raises pay

H3C expands in Southeast Asia as Singapore emerges as a hub for Chinese AI vendors

Kemflo strengthens water resilience for semiconductor fabs

Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

ASE's CoPos advanced packaging accelerates as Skytech and CMIt boost equipment deliveries

At 360° Mobility Show, Taiwan pushes integrated automotive future

Taiwan's MiTAC shifts from hardware to integrated mobility solutions

Amazon acquisition highlights growing race in satellite communications

Apr

18

2026

TSMC's Q1 2026 earnings call: five signals hidden in plain sight

Taiwan's E-Lead expands beyond head-up displays into full smart cockpit systems

Commentary: Humanoid robot marathon highlights four industry benchmarks

Defense and trade tensions fuel growth for Taiwan's Parpro

Taiwan's satellite edge computing tech moves toward global market

Memory price surge hits Xiaomi shipments, forces strategy shift

VLSI TSA 2026 explores quantum architecture and AI healthcare innovations

Largan expects full capacity in 2H26; FAU customer details remain undisclosed

Securing the supply chain, CATL pushes into global mining assets

Samsung launches voluntary retirement amid chip-device earnings gap

Commentary: AI drives CPU crunch, lifting data center demand and pricing

Musk lines up chip suppliers, accelerates Terafab AI fab plan

The drowning detection startup that never mentions AI

bEMC advances Micro LED optical transmission with key POC validation

Apr

17

2026

Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants

OpenAI's HBM push signals a new AI memory arms race

Lens Technology swings to loss on weak smartphone demand, FX pressure

Commentary: Robots are selling, but profits are not; data is the real prize

Samsung deploys AI across TV lineup to counter Chinese rivals and weather weak demand

C*Core completes internal testing of RISC-V automotive AI MCU with post-quantum security

MLCC, inductor prices climb as AI demand meets cost pressure

Samsung's VD division reviews China strategy as local rivals gain ground

Evalue launches 640kW ultra-fast charger, expanding fast-charging capacity

Samsung accelerates Taylor fab ramp-up amid Tesla AI chip deal

Whetron highlights AI vision and radar safety systems at Taipei AMPA 2026

Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

Google reportedly in talks with Pentagon over classified use of Gemini AI models

Interview: AI compute startup TBC details biological computing platform linking living neurons and machine learning

Vingroup signs US$6.5 billion India investment framework with Maharashtra

Topoint bond deal signals wider supply risk for global AI hardware makers

Stellantis, Microsoft ink five-year deal to scale AI, cybersecurity

Spanish startup Openchip targets 2028 launch on agentic AI wave

Aurotek launches three AI robots to boost Taiwan's smart automation market

UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure

OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

China outlines AI-led investment push and industrial upgrading under new five-year plan framework

China wafer maker NSIG lifts revenue on 300mm momentum

TSMC remains top choice for European AI chip startups amid capacity scramble

TSMC revises advanced process and packaging strategy

Sivers and Jabil partner on 1.6T optics to tackle AI power demands

Taiwan's OSAT expansion could tighten global test capacity and raise costs

The tumor chip from Taiwan that catches what mouse trials miss

Apple highlights record progress in recycled materials across products

Intel expands foundry push with Samsung executive hire

Analysis: ASML lifts 2026 guidance on strong EUV demand

ASML extends Low NA EUV to 2031, ramps up High NA production

China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Japan backs Sony image sensor expansion with up to US$380 million subsidy

Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Foxconn shifts US plant from simulation to operation with AI-driven factory setup

Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

Meta's Manus deal further exacerbates Chinese startups' exodus to Singapore and US

Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED

SK Hynix invests in RISC-V chip designer Semidynamics

Musk's foundry push forces chipmakers to rethink customer relationships

Taiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure

With chip limits near, focus shifts to packaging and integration

Taiwan paves the way for stablecoin adoption as landmark law advances amid global trends

EU Chips Act 2.0 expected by late May, with stronger domestic focus

Taiwan and Japan solidify lead in transmission component market for humanoid robots

J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion

Apr

16

2026

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

TSMC enters 2nm mass production, scales 3nm capacity

Thunder Tiger eyes LUCAS market with low-cost loitering drone

Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth

MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

EZconn posts 200% profit surge in March as high-fiber count shipments boost growth

China tightens rules against foreign supply chain decoupling

Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge

Genomics BioSci & Tech bets on AI to unlock gene-based longevity

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars

TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high

Rising component costs could shrink smartphone shipments by over 10% in 2026

China's homegrown GPU startups gain ground in global AI chip race

Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Cadence, Nvidia deepen AI partnership to reshape chip design and robotics

Samsung System LSI talent exits raise risks for Exynos and image sensors

Mobile manufacturers adapt to soaring key component prices with strategic measures

Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown

US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains

Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing

Taiwan says core trade objectives unchanged amid US Section 301 probe

A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan

Amazon cuts AI data center build time from 15 weeks to 3

Renesas reports accelerated MRDIMM adoption in China

TSMC says Applied Materials and JSR form top-tier chipmaking team

US tightens ban on Chinese components, reshaping robotics supply chains

ASE Holdings to acquire Innolux Fab 5 for US$460 million

Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue

Analysis: Nvidia links RISC-V to NVLink with SiFive investment

Mythos AI model triggers global financial and regulatory scrutiny amid cybersecurity concerns

Gulf states turn to alternative air defenses as US delivery delays persist

Samsung targets May HBM4E samples for Nvidia after validation

Tata steps up iPhone manufacturing investments with fresh capital infusion

Taiwan's auto industry faces costly crossroads in age of AI

Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

TSMC capex hits US$56 billion, reshaping global semiconductor supply chain

China reportedly considers export curbs on advanced solar manufacturing equipment to the US

YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

Falling margins and memory crisis causing spec downgrades on TV panels

ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it

JSR restarts Taiwan production as TSMC dominates advanced nodes

Rockchip reports record results, scales AIoT chips across industries

SkyeChip IPO signals Malaysia's push into high-value chip design

Orange Electronic expands in Europe as auto aftermarket demand holds up

Spain aims to boost chip design, photonics, and quantum tech influence

Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test

Apr

15

2026

Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion

YMTC to more than double capacity with new fabs amid China chip push

Taiwan equipment makers ride advanced packaging and SiPh wave

Nscale redirects OpenAI's Stargate Norway capacity to Microsoft

South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk

Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake

ASML posts solid 1Q26 as AI-driven demand lifts outlook

Stanford AI report: US-China AI gap narrows as China accelerates industrialization

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

Japan forges physical AI alliance to challenge US and China

Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race

China seeks energy self-sufficiency as geopolitical risks rise

RISC-V gains ground in AI data centers with Nvidia backing SiFive

PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures

Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres

Taiwan's Ministry of Digital Affairs advances drone-based high-altitude platform station plan

Samsung SDI in final talks to supply batteries for Mercedes EVs

SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

Column: How do intelligent robots learn action skills?

Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Taiwan's AI chip dominance draws the global spotlight and scrutiny

Exein deepens APAC push with regional hub aimed at device-level security compliance

China chip tool imports shift to Southeast Asia as US tightens export controls

Taiwan EMS players advance automotive ambitions with integrated mobility solutions

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

Samsung QD-OLED tops 5 million units; LG turns to rival supply

VLA models: The rise of a new intelligence engine for robots

CyberTAN post strong 1Q26 growth on improved product mix

CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Exein opens Taipei hub with unlimited Taiwan investment, aims to build chip-to-application cybersecurity ecosystem

Foxconn deepens EV vertical integration with CDMS model for streamlined production

Taiwan's smart building industry sets sights on 2026 as a pivotal growth year

India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs

Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy

China's carmakers push ahead in solid-state battery race

Cooling fan makers remain optimistic about 2026 operations

Nvidia unveils 'Ising' AI models to accelerate quantum computing development

Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Netherlands approves Tesla FSD, marking a key AI regulatory milestone in Europe

Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth

Taiwan races to shore up energy security as US shutters Strait of Hormuz

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Morrison targets AI phone sensor upgrades, expands into 3 emerging markets

Europe's sovereign AI ambitions open doors for Korean NPU startup

Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Quantum-AI convergence shifts focus to long-term data security risks

AI shifts work from execution to judgment as agents move into production

Apr

14

2026

Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization

Vietnam-China talks target energy security, telecom, infrastructure deals

China's 2nm AI GPU hits prototype, production unclear

Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute

Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam

Search engines enter AI agent era as daydream raises US$15M, iKala expands GEO platform

Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients

Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research

AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says

Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious

Qualcomm broadens automotive push with Bosch ADAS deal

Samsung 2nm yields reportedly remain below mass production threshold

JCET CEO sees robotics extending automotive semiconductor growth

Apple increased foldable display inventory by 20% ahead of iPhone Fold launch

Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts

Huawei backs optical chip push through photonics supplier investment

Winmate shifts to AI platform with defense and edge computing as dual engines

Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations

March 2026 revenue for ODM/EMS surged on back of AI server demand

Ghost Robotics targets Taiwan production hub to cut costs, reduce China supply chain exposure

Starlink's growth trajectory takes center stage ahead of SpaceX IPO

JCET advances CPO, glass substrates to capture AI packaging demand

UK confirms GBP380 million support for Tata battery plant in Somerset

TCL reportedly explores stake sale in India TV unit

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Passive component demand splits in 2026; AI and autos hold firm

China's auto market stumbles as EV momentum slows

AUO drives energy business corporatization to boost integration efficiency

Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%

Samsung Foundry advances space semiconductor chip and technology development

King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion

Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26

Samsung boosts Galaxy S26 production by 600,000 units in April

Yaskawa Electric sees AI robot, chip demand boost profits

Taiwan's Rapidtek signs satellite pact with India's HEX20

Google and Intel expand CPU partnership, boosting ASIC and startup opportunities

Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge

DDR5 dethrones HBM as memory's top profit engine

Analysis: Southeast Asia's language barrier is reshaping AI

Apr

13

2026

Global chip equipment sales reach record US$135 billion as AI drives investment surge

Apple reportedly tests four smart glasses designs ahead of 2027 launch

Pegatron reports modest recovery as shipments pick up

Qualcomm moves into custom DRAM with CXMT for smartphones

Energy shock from Middle East unrest fuels petrochemical rally in Taiwan

Anti-AI backlash turns physical: OpenAI CEO targeted in back-to-back attacks

Japan funds AI chip ecosystem around Rapidus

RFID maker Arizon expands market share despite 20% global market decline in 2025

Taiwan's robot strategy focuses on practical use

A robotics push signals Taiwan's shift from supplier to system builder

Taiwan launches national AI robotics center to build homegrown start-ups

China pressure drives Hyundai to reshape supply chain with fewer Tier 1 suppliers

Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge

Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis

MediaTek revenue hits record on AI chip demand, TPU orders key

Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak

Global chip sales expect to top US$1 trillion in 2026 on AI demand

China chipmaker Hygon expands CPU-GPU strategy for AI compute

Silicon photonics scaling hits wafer testing bottleneck

Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment

Apple seeks Samsung internal data for US antitrust defense

Pony.ai charts a different path into the European robotaxi market

Quantum meets AI: which Asian nation will take the lead in sovereign tech?

Weekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google

Hormuz conflict exposes Southeast Asia's energy fault lines

Supreme Court ruling stalls Taiwan-US trade deal, zero-tariff car imports in limbo

Taiwan ramps up science park expansion as TSMC growth pushes capacity limits

TPK and ASE to launch advanced semiconductor TGV packaging with 3Q26 pilot line

FormFactor and MPI vie to break SiPh test bottleneck as ficonTEC reportedly exits

Taiwan panel makers keep sub-7.5G lines, pivot to flexible capacity strategy

Taiwan and US forge a cross-Pacific robotics axis

Sysgration integrates core power technologies in drone push, BBUs to support 2H26 growth

China's EVE Energy's growth strategy mirrors a shifting energy landscape

Samsung caught between worker payouts and chip ambitions

Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates

Aurotek posts record 1Q26 revenue on AI software, robotics integration

How Foxconn is winning a bigger slice of MacBook Neo orders

AI memory crunch revives DDR3 in PC market

Intel and SambaNova deepen alliance to capture AI infrastructure demand

Robotaxis enter a new phase: Regulation over innovation

BYD expands driver tech, but software gaps come into focus

India roundup: Domestic chip firms anchor India's semiconductor ambitions

DIGITIMES Insight: US MATCH Act tightens export noose while Intel swaps debt for control and Nvidia co-opts rivals

Energy shock renews EV momentum

SAS Group's green and AI pivot gains traction

Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products

Taiwan's chip program covers 200+ high-end devices to boost advanced IC design talent

Delta Electronics hits record revenue on AI server, liquid cooling surge

Apr

12

2026

Murata produces seven automotive MLCCs for autonomous driving and power supply markets

US expands tech curbs on China with MATCH Act and FCC testing ban proposal

China's Hwatsing ships 1,000th CMP system, targets advanced chip manufacturing growth

Tesla and SpaceX deepen vertical integration push for supply chain control

Ennostar shifts to profit focus, ramps Micro LED and optical communications

TSMC's Kumamoto impact drives Autopass one-stop mobile payment launch in Japan

From modules to market: Chinese storage going global

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

How long can the AI server ODM boom last as growth begins to slow

Why some ASIC design service firms are missing out on the AI boom?

Apr

11

2026

Europe becomes the next testing ground for driverless taxis

AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

Sharp launches edge AI companion device with private cloud memory in Taiwan

Taiwan partners with French drone leader to boost key tech, global supply chain

DJI tops US$11bn, targets imaging leadership within 10 years

Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance

ASE leads US$3.4B advanced testing push in Renwu

Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push

Novatek hits 1Q26 revenue target on SoC, edge AI growth

Intel unveils ultra-thin GaN chiplet as it advances AI-era systems foundry strategy

Beyond AI: Energy, capital and sovereignty will define Asia's next factories

Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook

OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans

Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

Taiwan chip distributors report record quarter on AI boom

BenQ Materials expands into semiconductor processes, targets advanced nodes

Apr

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2026

AI spending shifts to edge inference as GITEX Asia spotlights monetization push

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

Eclat Forever Machinery secures large IC substrate orders with visibility to 2027

Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation

Taiwan accelerates GenAI autonomy with tax exemption for computing investments

A new kind of computer emerges for the age of AI agents

Compal sees PC demand steady, server shipments set to double quarterly

Realtek posts 39% revenue surge as new SerDes demand drives growth

US expands China lab ban, testing orders shift to Taiwan

MAtek sees record March revenue as AI and silicon photonics boost testing demand

South Korea targets 2035 i-SMR commercialization, Doosan Enerbility eyes global contract manufacturing lead

E Ink's trade-show shift spotlights rivalry and could accelerate ChLCD commercialization

Analysis: Agent computers target next PC role, push AI compute to the edge

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

Asustek posts record March and 1Q26 revenue on strong AI server demand

Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing

SK Hynix M15X reportedly ramps early production

Tesla reportedly turns back to affordable cars as growth slows

Merck's material and equipment push could speed CPO and advanced packaging adoption

MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion

Ampak cites DDR price swings disrupting orders, sees industrial control demand support

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones

China's export controls spark 140x yttrium price surge, fueling chip equipment fears

TSMC smashes records with massive 45% revenue surge in March

Taiwan chip firms quietly build robot sector, eye US decoupling opportunities

China OSATs step up investment drive as AI demand lifts advanced packaging race

Foxconn and Mitsubishi Fuso forge global play in electric buses

MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit

Column: Corintis uses algorithms to target chip hotspots for precise cooling

MetaOptics and Taiwan's Pinjie partner to build global metalens production hub

Taiwan builds robotics hub in Georgia to deepen US tech ties beyond semiconductors

Why South Korean panel makers see rising profits despite chip price inflation

Intel–Google alliance reframes AI infrastructure around CPUs

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific

MediaTek builds an end-to-end challenge to Qualcomm and Broadcom

CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR

Samsung's consumer electronics divisions show signs of recovery

Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack

Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

Exclusive: Samsung weighs Vietnam semiconductor testing facility

Hyundai targets US 'Southern MIT' talent; Taiwan risks falling behind in humanoid robotics?

TCL-Sony merger shifts the competitive landscape for Korean TV giants

Taiwan targets Poland's drone supply chain as Eastern European demand surges

Samsung and SK Hynix reportedly secure long-term helium contracts with US firms

Inventec posts record March and 1Q26 revenue on AI server strength

Alibaba's Qwen tops Korea's AI benchmark

San'an Optoelectronics executives under further investigation amid family control concerns

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Weblink International: Apple Mac mini and MacBook Neo drive strong sales, boosting operational momentum

Taiwan's Auden integrates algorithms into satellite antennas for global markets

Swancor eyes dual-engine growth on AI robotics and aerospace composites

AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth

CXMT targets 12-layer HBM production by 2027, closing gap with Korea

China's 6G wait: SoC vendors brace for years of sluggish smartphone demand

Praise Victor Industrial aims to break Fujibo's soft pad dominance with 2Q26 sample certification

MetaOptics reshapes consumer electronics with AI-driven optical innovation

Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach