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REALTIME NEWS
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
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Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition
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CSP capex surge fuels hot AI server demand and tight supply in 2026
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Google and Blackstone form AI cloud venture to commercialize TPU capacity
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7 days
14 days
May
26
2026
Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out
Darfon Electronics invests in AI cooling systems maker GrAndvance
Let there be limits—Pope Leo invokes scripture on AI's moral peril, Anthropic in tow
LED maker Ennostar pivots to optical interconnects after high-value shift agin traction
Alchip: ASIC growth may outpace the broader GPU market
Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners
Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules
Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight
Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers
Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law
Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing
Wiwynn expands US capacity as AI server boom strains power and supply chains
AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem
E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026
Win Semiconductors bets on optical and satellite communications growth
Samsung's P4 HBM push could worsen DRAM crunch in 2027
Intel's Rio Rancho fab becomes test case for AI-era chip packaging
GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch
Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap
ASML expands Taiwan hiring and operations to meet advanced chip demand
Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry
Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China
Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport
GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges
China pushes homegrown AI stack with local chips, LLMs
Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab
Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex
Taiwan MLCC makers plug into AI server demand
Wingtech sues Nexperia for US$1.2B as it fights delisting risk
Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
TP-Link India begins local manufacturing of Wi‑Fi 7, aiming to boost global supply
Micron expands US DDR4 output as AI keeps global supply tight
Lightmatter joins TSMC on COUPE for 3D optical engines
NTT updates tsuzumi 2 to read charts and boost numerical reasoning
Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI
Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers
Castrol moves into AI liquid-cooling testing and lifecycle services for data centers
Chun Yuan Steel positions for growth as Toyota readies Taiwan production base
Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition
Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
ADATA outlines cloud-to-edge AI ecosystem and cost-cutting AI Scaler at COMPUTEX 2026
TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026
Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties
Inside China's humanoid robot boom: Price war, fractured supply chains
Analysis: Nvidia's Vera CPU opens new front in data center chip race
Japan's carmakers stopped fighting Chinese EVs — and started copying them
Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment
TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike
May
25
2026
Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation
Beyond Silicon Valley: Lam Capital's startup contest goes global
BYD and Chery lead China's advance into Europe's EV market
Physical AI boosts edge demand, lifting IPC order visibility
Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance
Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth
Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
CATL weighs stake in AI startup deepSeek
India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets
GoPro takeover talks highlight China's growing clout in cameras
Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties
Blue Origin to expand Rocket Park campus in Florida with US$600 million investment
Lam Research CEO: New fabs alone will not solve chip bottlenecks
Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
Foxtron advances full-stack EV vision at 2026 shareholder meeting
AI servers drive order growth; Weltrend's fan motor driver IC visibility strong
Geopolitics and AI push US energy storage to record-breaking quarter
Nan Pao joint venture nears full capacity as semiconductor demand rises
China launches OpenHarmony robot OS for humanoids and AI robotics
Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map
India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits
AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers
Hiroca ramps global expansion and smart cockpit products to drive second-half recovery
Ample Electronic says AI demand is boosting MLCC-related passive components
Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough
Global PMX shifts into AI server cooling as demand for AI compute soars
DeepSeek makes 75% API discount permanent, intensifying global AI price war
Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall
Univacco sees steady 2026 sales growth from Poland plant, North America momentum
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment
Huawei targets AI optical networking with InP chip startup investment
Singapore launches physical AI testbed at Punggol Digital District
BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5
Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines
Manus eyes US$1 billion buyback after Beijing blocks Meta deal
Samsung Electro-Mechanics secures large silicon capacitor supply contract
Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
EGAT pivots into drones to capture US and European defense and commercial demand
Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls
Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration
BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials
Grok falters across government and enterprise as SpaceX pivots to lease idle compute
AI spending forces enterprises to shorten SaaS deals and demand new pricing protections
Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up
Column: World Models—taxonomy and technical foundations in embodied AI
China's EV price war gives way to rising costs
Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships
Tech Forum 2026: AI data centers turn to on-site power amid grid constraints
Samsung's China exit shows Korean brands under pressure
India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge
Syntec Technology profit hits record as AI drives factory automation demand
AI server boom lifts memory interface chip leader, but DDR5 risks linger
AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27
Embedded substrates draw AI chip interest as packaging turns strategic
May
24
2026
OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties
China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
AI server boom squeezes Samsung Electro-Mechanics' component supply
Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply
May
23
2026
Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family
Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
Tokens per joule: Microsoft's quiet metric for separating AI hype from reality
Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific
Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors
Taiwan power chip maker Panjit targets AI and robotics for next growth phase
Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data
IBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award
SK Hynix weighs opening Seoul office at SK Group headquarters
Seoul as next frontier for global startups
Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show
Hotai to build Taiwan production for Toyota Noah and Voxy, exports to Japan start October 2026
CXMT IPO puts China's DRAM supply-chain push in focus
Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Japan's five major companies form PSC battery alliance to lead next-gen solar market
Lenovo revenue rises 27% as AI demand helps offset PC market strain
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
May
22
2026
AMD's Lisa Su says memory is becoming another pressure point for AI chips
AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus
Trump calls off executive order for AI safety due to concerns about inhibiting growth
China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains
Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance
EverDisplay appoints former Hua Hong executive as chairman in board overhaul
Amkor expands Arizona semiconductor packaging campus with additional 67 acres
AMD deepens China packaging alliance with TF-AMD expansion in Suzhou
Taiwan moves to govern AI across risk, talent, and education
AIC expands analog ICs into fiber optics; orders reach 1Q27
Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub
Tesla ramps up hiring for self-driving team in China
WPG Holdings flags server supply gaps amid memory price hikes, 800V shift
Japan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda
Win Win Precision pivots to semiconductors and overseas renewables
Taiwan rides chip-led export boom to bankroll industrial overhaul
NIO posts operating profit and strong revenue growth in Q1 of 2026
Emerging Display Technologies pivots to UMI, targets 2026 growth
Forcelead Technology bets on stable 2026 as it expands into TDDI and new automotive displays
Xiaomi expands YU7 lineup with new GT model and entry-level variant
Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions
AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26
China's Wuhan optics hub bets big on AI with 12.8T module debut
Samsung's GaN setback puts foundry shift in focus
Memory shortage reaches smartphone OLED market as shipments fall 12%
Nvidia's rapid AI iteration cycle strains supply chain partners
Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC
AMD backs Taiwan EFB packaging chain to cut CoWoS reliance
China telcos launch token billing, AI inference goes mass-market
Kian-Shen sees electric bus orders surge as BMW battery box trials set for fourth quarter
Analysis: Samsung deal prevents walkout but deepens internal rifts over compensation
South Korea aims for 50% domestic defense semiconductor supply by 2029
Auto cyber losses topped US$20 billion in 2025 as carmakers tighten defenses
Hotai Motor to trial hydrogen buses and weighs US-made SUVs and pickups as revenue hits record
InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion
Lam Research's Salzburg PLP center signals push toward panel production, but hurdles remain for large-scale adoption
AUO ditches panel era with three new business lines for next decade
Taiwan to launch AI strategy committee for coordinating AI governance
BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026
TSMC supply chain material maker AMC rides AI packaging yield boom
Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share
BOE, Corning target glass substrates for AI chip packaging
AI memory crunch pushes Nanya Technology toward 2027 fab ramp
As AI reshapes data center power, Liteon bets on silicon photonics
Foxtron pushes into consumer EVs with Bria and Cavira launches
Global corporates take the pitch stage at Plug and Play Silicon Valley May Summit 2026
AI agents reshape enterprise computing, Lisa Su and Kai-Fu Lee say
Khgears to expand into humanoid robots in 2026 while pursuing Japan Tier 1 alliance
Taobao pivots to AI-driven localization to boost repeat purchases in over 200 markets
French AION consortium to bid for EU funding to build ?10B AI data center campus
UiPath offers on-premises Agentic AI to help regulated firms meet security and compliance needs
E Ink unveils new controller architecture to boost large-format e-paper video performance
AMD deepens Taiwan supply chain ties with US$10B-plus push
US-Japan cooperation could protect Taiwan '99%', defense investors told at Silicon Valley summit
Intel's foundry reset: 14A, 10A and tougher engineering rules
Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience
Lam Research launches PLP Center of Excellence, replacing wafers with panels
Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units
Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens
Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026
Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants
Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy
May
21
2026
AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output
Tech Forum 2026: Taiwan must design space, not just build it
xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain
Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter
Commentary: Trump's Taiwan chip claim tests TSMC's silence
Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity
How Nvidia plans to sell Vera CPUs: Four deployment models explained
Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
Taiwan moves to restore drone procurement funding after legislature cuts defense budget
GigaDevice sees niche DRAM and NAND prices rising through 2026
Taiwan's export engine stalls in April as global orders pull back
OpenAI moves up IPO timeline to get ahead of Anthropic
Five weak links India Semiconductor Mission 2.0 must fix
AI chip boom strains ABF substrate supply chain
Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN
Texas Instruments sues former exec over trade secret theft at GlobalFoundries
Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates
Yulon to fully back Foxtron production as N7, Bria and Carvia enter mass production
LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply
Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case
OpenAI offers 1-3 year reserved AI capacity with discounts to attract enterprise contracts
Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures
SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push
Vietnam issues AI regulations, requires OpenAI and Anthropic to appoint local government liaisons
China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain
Tokuyama to build second high-purity IPA plant in Taiwan to bolster global semiconductor supplies
Grab to expand food delivery business in Taiwan
Exclusive: TOPCon faces funding cuts while HJT and BC receive government support
Tech Forum 2026: How much longer can semiconductors sustain Taiwan?
From anti-jamming drones to tumor-on-a-chip: Taiwan deep-tech courts Silicon Valley capital
TSMC's cautious capex is averting an AI bubble, says investor
Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies
White House plans voluntary frontier-model review, in bid to close gap with China and EU
SpaceX IPO reveals Musk's US$4 billion AI gamble
Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis
Samsung labor dispute adds pressure to memory chip market
How South Korea is pitching itself to Silicon Valley's startup elite
Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
OpenAI picks Singapore for first overseas applied AI lab
South Korea bets on KIST, LG to catch up in humanoid robots
Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO
US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions
OSE targets AI server SMT growth as memory demand lifts outlook
SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US
FII challenges Broadcom and Nvidia as CPO race shifts to system integration
Iron Force eyes North America production, AI server cooling shipments in 2Q26
China memory supplier Biwin's AI photonics funding raises questions
Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
NXP pitches CoreRide as a shortcut to software-defined cars
NXP CoreRide Z248 leverages Inventec, Delta support in SDV push
Column: Agentic AI's autonomy problem—the security risks from machines that act
AI server demand tightens passive component supply, lifting Taiwanese suppliers' share
TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
Limited joint-load capacity threatens humanoid robots' ability to replace human labor
Analysis: Why Taiwan's telcos aren't following the US playbook on satellite
DFI flags supply crunch, not orders, as 2026's real growth ceiling
Nvidia revenue surges 85% as data center sales jump 92%
Samsung averts strike with last-minute labor deal, but deeper divisions remain
Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation
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
BIZ FOCUS
Apr 28, 08:00
AI anti-fraud solution wins virtual asset security hackathon
Monday 27 April 2026
Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
Monday 27 April 2026
SK hynix receives 2026 IEEE Corporate Innovation Award
Friday 24 April 2026
NewPower Named HPE 2026 Partner of the Year
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Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation
TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race
TSMC's refusal of ASML's expensive High-NA EUV equipment, explained
AMD's 2nm defection to Samsung dents TSMC's AI grip
Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties
Samsung's P4 HBM push could worsen DRAM crunch in 2027
Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law
TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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