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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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Huawei’sTau Law breath new air into China's advanced packaging

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Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

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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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Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications

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Intel 18A yield gains raise pressure on Samsung foundry

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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