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REALTIME NEWS

Chinese private satellite firms accelerate IPOs, boosting financial space applications

Tomorrow's Headlines

Commrntary: TCL and Lenovo upgrade global strategies after CES 2026

Tomorrow's Headlines

Shift in supply chain dynamics challenges China's NPI dominance

Tomorrow's Headlines

SAS chair warn challenges ahead forTaiwan-US industries, unveils new wafer and green energy strategy

Tomorrow's Headlines

Taiwanese firms prepare for silicon photonics CPO packaging opportunities amid AI data center growth

Tomorrow's Headlines

Inventec secures Google TPU server L10 orders, marking milestone for Taiwan ODMs

Tomorrow's Headlines

Jan

21

2026

Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

TSMC capacity crunch signals opportunity for Samsung's advanced nodes

OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams

AI servers and chips push Taiwan December exports to record highs

Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand

Samsung reportedly exploring ASMPT for TCB supply

Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion

AI demand boosts Unimicron and Nan Ya PCB profits in December 2025

Sequoia Capital signals potential investment shift to Anthropic

Siemens acquires ASTER to strengthen PCBA test and DFM capabilities

Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam

Twin rocket failures expose risks in China's space race

China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up

Excellence Opto expands in Mexico to boost auto electronics

Davos 2026: AI takes center stage as leaders debate compute, control, and consequences

Asus phases out mobile phones but stays in market due to Google deal

Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market

Jabil invests in semiconductor power systems, expanding chipmaking footprint

2nm mobile SoC era begins with Xiaomi 18 flagship launch

US tariff easing slows supply chain shift to Southeast Asia

China's premier highlights AI large models in strategic development talks

Column: Japan bets on deep-sea rare earth mining to break China's supply grip

Bravo iDeas enters AI toy market with emotional AI companion integrating LLMs

Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026

Google Chromebook aims for steady 2026 shipments despite memory supply challenges

oToBrite Electronics expands full-domain visual AI solutions as automotive-grade cameras enter unmanned vehicles and robots

Vietnam begins construction of first domestic semiconductor plant

Asia Optical bets on humanoid robots as its next growth engine

OpenAI reportedly charts five hardware devices, starting with 'Sweetpea' audio product

Intel recruits Qualcomm GPU chief to lead future AI PC efforts

Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment

Nvidia challenges Apple's longtime TSMC priority

Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving

China tightens rare earth export controls to Japan, further fueling geopolitical tensions

Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions

China's AI industry reshapes as GPUs rise to be core strategic asset

Trump signals new tariffs, casting fresh shadow over Europe's auto industry

Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment

A 100% tariff threat puts Taiwan’s memory makers on notice

Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities

Sony and TCL move toward joint venture in home entertainment

Inventec ramps up robotics and automotive electronics, expecting sharp revenue growth

Behind trade barriers, Detroit risks falling behind

Taiwan's industrial park model goes global

South Korea plans US talks as chip tariffs heighten risks for Samsung, SK Hynix

China races to catch up with memory chip leaders in LPDDR6

Taiwan rolls out tiered electricity rates for data centers amid AI power crunch

Quanta EVP Mike Yang interview: AI industry paradigm shift just begun

Jan

20

2026

Taiwan ramps up semiconductor research while US chip relocation debate rages on

AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

PowerTech and ChipMOS report robust November profits amid strong memory demand

Samsung foundry utilization reportedly nears 60% as losses narrow

Musk moseys into encyclopedia arena as Wikipedia multiplies AI data partnerships

Trump's Greenland ambition triggers EU tariff war, shipping rates plunge

Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam

Advantest faces three standardization challenges in shift-left testing

Supply chain shifts strategies as China tightens rare earth export controls

ASUS chairman lays out 'All In AI' strategy under global trade headwinds

ASM International reports stronger orders as China's demand rebounds

Samsung reportedly to test EUV tools at Taylor fab in March

TSMC builds 'virtual IDM' for Apple chips

US semiconductor tariffs may weigh on Malaysia's export-driven industries

Nvidia Alpamayo sparks VLA computing power race as South Korea preps for autonomous ecosystem

Incentives out, tariffs in: Why Micron's New York megafab matters far beyond memory chips

HTC highlights security and enterprise deployment as keys for AI glasses growth

Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal

CviLux gains from AI server power overhaul as HVDC reshapes data center connectors

Taiwan IC designers wager on algorithms for the next boom

Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts

Kaynes Semicon secures ISM fiscal support in India chip push

Micron's DRAM licensing to Powerchip reshapes DDR4 supply

Alibaba's Qwen expansion links AI directly to consumer services

HTC accelerates AI glasses ecosystem with AR roadmap and China-focused LLM partnerships

Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026

AI bubble concerns ease with Taiwan's IT sector-driven economic growth

Epirus achieves first takedown of fiber-optic guided drone with microwave system

AI server power architecture upgrade drives structural growth in power connector industry

Foxconn deepened its manufacturing presence in China with new joint venture

Exclusive: Nvidia targets 2026 launch for Windows on Arm notebook

China's rare earth prices rise for 6th consecutive quarter, inflation pressure returns to supply chain

Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts

Musk’s gigawatt AI bet is accelerating the global compute arms race

Smartphone chips hit 2nm in 2026. The real shock is the cost

Alibaba-backed PixVerse introduces real-time AI video tool with interactive control

Eternal Precision secures position in AI with glass substrate, panel-level packaging equipment

Naver Cloud fails South Korea's AI foundation model selection

BTL sees strong AI server orders, visibility extends to 2Q26

AUO turns Suzhou plant into 'Talent Lighthouse' with AI at the core

Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

Vivo faces intensified competition in 2026 despite strong X300 smartphone sales

Samsung Device Solutions eyes 47% bonuses after profit surge

Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets

Memory price surge reshapes China's PC assembly market with renewed interest in older platforms

Jan

19

2026

SSD controllers face five challenges as NAND shortage drives sky-high prices

Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists

Taiwan carves robotics niche as humanoids proliferate

Column: How organizations and individuals can prep for quantum computing threats

Research Insight: The rising chip cost inside every car is forcing a rethink in China

TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion

Tesla accelerates AI chip development even with safety and software challenges

China's rare earth supply hit by factory blast as exports slip

Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive

Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp

Foxconn strengthens US server presence post-tariff deal

Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands

Europe moves to reinforce its satellite internet ambitions with new OneWeb order

Glass fiber supply crunch hits AI hardware and Apple's 2026 devices

Quanta rushing to hire and expand as AI server demand holds strong

Trump questions USMCA, opens door to Chinese carmakers

TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools

US-Taiwan trade pact clears path for tech supply chain hubs in America

Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion

US-Taiwan investment MOU brings clarity on future auto tariffs

Cost pressures push China LED price hike despite soft markets

Global power grids emerge as strategic choke points in AI and industrial competition race

Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets

China's Innosilicon launches LPDDR6 IP with commercial shipments

Yageo implements chip resistor price increase amid rising precious metal costs

Apple leads global smartphone market, Huawei tops China in 2025

Weekly news roundup: memory shortages, packaging power, TSMC's global pivot

Oppo counters rising memory prices with feature upgrades in A6 series

OpenAI taps Cerebras for US$10 billion AI chip buildout

Wistron posts record 2025 revenue despite margin pressure from system assembly

US-Taiwan defense ties deepen by 15% tariff cap

Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US

Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

India roundup: Acer bets on growing PC penetration

Advantest ATE lead times remain tight as AI and memory markets expand

OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence

Taiwan PCB industry gearing up for record investment driven by AI cloud computing

NIST's PQC standards trigger global race to secure data before quantum attacks arrive

Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply

Machine identities outnumber humans as AI reshapes cybersecurity landscape in Asia Pacific

Oppo's reintegration of Realme signals push for cost discipline and sharper brand segmentation

Taiwan's DDI chipmakers fight for survival beyond displays

OpenAI flags China's AI surge with geopolitical ripples

Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026

Persistent shortages of advanced glass fiber cloud the AI chip outlook

Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors

Jan

18

2026

SK Hynix reportedly completes 1a DRAM upgrade at Wuxi plant in China

South Korea signs IP pact again, China-linked tech leaks still dominate

Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets

Apple and Google partnership on Gemini AI model signals major shift in Siri's personalization and privacy approach

Taiwan's HCMF Group and Kinpo Electronics team up to navigate an AI-driven auto industry

AgiBot faces dexterous hand tech challenges

SK Hynix accelerates advanced packaging from Korea to Indiana

MGC expands into AI liquid cooling market

Jan

17

2026

TSMC speeds up US expansion while keeping FX strategy simple

Internal memo reveals Micron has locked in PSMC HBM capacity through prepayment

Micron to buy PSMC Taiwan fab in $1.8bn deal as both recalibrate AI memory strategies

NIAR launches chip-level advanced packaging platform to boost Taiwan's semiconductor edge

Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition

Micron's new fabs target 2030 rollout as supply shortages linger

Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split

Render Network predicts fully brand-owned AI experiences and GPU-powered creation surge in 2026

NAND makers hike prices up to 100%, squeezing low-end consumer drives

US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector

Samsung DS rebounds to record KRW20 trillion under new leadership

Amkor to close longstanding Japan chip plant as EV demand slows

TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt

Canon eyes 2027 inkjet wafer planarization launch

Yageo secures full voting control of Shibaura Electronics after Tokyo delisting

Apple's LCD demand gives Radiant room to expand into AR and OLED

TSMC chair confirms long-term AI demand and commitment to US expansion

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering

Jan

16

2026

How the 'Taiwan Model' works in Washington's latest tariff deal

Biwin Storage profit jumps 427% as memory cycle turns

Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry

Samsung to lift DRAM output 5% in 2026 as supply tightness persists

Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain

Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

MediaTek scales flagship performance with Dimensity 9500s and 8500

Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics

US AI data centers face grid connection delays, drive new power supply models

Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Taiwan opens international tender for quantum computer purchase; US export ban remains key

Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears

US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear

US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

Phison, Infinitix build enterprise AI infrastructure stack

Honlynn pivots to cloud, cybersecurity, and AI as TPEx debut nears

CES 2026 turns dexterous hands into a China-South Korea showdown

Challenges mount for China's solar industry as tax rebates end

Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise

Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom

Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge

Commentary: TSMC's unstoppable momentum faces one wild card

Taiwan's urban mobility surges on digital platforms and shared transport

China's solar braces for 2Q26 shakeout as export tax rebate ends

China expedites photoresist localization to reduce Japan reliance

US data center growth strains electric grid, prompting proposed outages and industry pushback

Vietnam to set up national semiconductor chip prototyping center

CES 2026 review: Robots master origami, tickle the ivories, and fold your laundry

Tesla CEO reveals China's AI edge as xAI sparks US data center power race

Huawei matches Nvidia in China's AI chip market, 2026 power shift in play

Foxconn holds the hardware keys to Apple's AI strategy

US extends AI chip controls to cloud access, China's overseas compute plans under risk

US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion

South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

Taiwan secures preferential US tariff treatment for semiconductors

TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up

Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

Commentary: 90-day negotiation is key in US chip tariffs

OpenAI's acquisition of Torch signals intensifying AI competition in healthcare sector

Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages

Taiwan launches Smart Robot Research Center to advance everyday service robotics

US drops China drone proposal; Taiwan suppliers press ahead

Micro LED, robotics, photonics lift LED industry from price wars

AI's next bottleneck: Power infrastructure in Taiwan

Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector

Foxconn, SoftBank deepen AI ties through sports sponsorships

Memory supply shortage to boost secondhand smartphone market growth