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REALTIME NEWS

Middle East war triggers helium crunch, sends China gas prices up 10-fold

Taiwan to set up US industrial parks as bilateral ties deepen

Foxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing

Tesla Semi nears mass production with US-made 4680 battery and 1.2 MW charging

Electric Vehicles

Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion

Samsung reportedly speeds up 3D NAND, packaging and substrate plans

Tomorrow's Headlines

Doosan Electronic BG to build new CCL plant in Thailand

Tomorrow's Headlines

AI server ODMs face margin pressure as memory costs rise

Tomorrow's Headlines

AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance

Tomorrow's Headlines

Samsung foundry sees rebound prospects on 4nm projects and HBM4

Tomorrow's Headlines

May

13

2026

GLT shifts to auto and medical markets as display revenue drops to 1%

Taiwan telecoms post strong April on 5G migration and enterprise ICT momentum

TsangYow's Malaysia plant to start up in 2026

Column: Global space race shifts from military to sovereign

Taiwan machinery exports rise for 15th month on AI and semiconductor demand

Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

Indian firms step up EV battery development amid China technology concerns

Moore Threads builds China-made embodied AI stack with Lightwheel.ai

Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Foxconn breach underscores rising cybersecurity threats facing Apple suppliers

TSMC adds four executives in latest reshuffle as US investment and succession push accelerate

May

12

2026

BTL Group ramps AI server testing as orders extend through September

AI drives IC price hikes, lifts China chip exports 83.7% in April

TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push

Trade talks to test US-China leverage on rare earths, tariffs, and AI

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

PC chip demand stays murky in 2H26 as pre-buying clocks key

SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain

Aurotek posts record first-quarter revenue and profit as robot demand surges

Samsung labor dispute rattles global supply chain

TSMC's US and Japan expansion lifts Trusval

Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development

China AI model boom pulls smartphone supply chain into ecosystem battle

E Ink eyes 25% growth in 2026 on surface push

Taiwan AI server sales show gains spreading beyond TSMC

Fitipower eyes 2Q26 growth on OLED DDI ramp

VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026

Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Kuaishou targets US$20B Kling AI spin-off to tap video generation demand

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks

Innolux shares surge on reports of potential TSMC FOPLP partnership

Taipower new president focuses on AI power demand, grid resilience

Altos targets South Korean AI server market with software edge

Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26

Univacco posts record first-quarter revenue as North American demand strengthens

OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

Pan Jit and subsidiary sponsor Make NTU 2026 hackathon to push robotic gripper innovations

AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market

Taiwan EV charging rollout slows as grid and soil issues delay new sites

WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand

China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand

Nvidia's modular AI strategy fuels Delta Electronics supplier boom

Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit

Nvidia's copper-to-fiber AI shift boosts China's optical plays

Ichia targets optical communications growth with Evercast Precision investment

Commentary: Trump-Xi summit may offer China a pause, not a truce

Intel's revival secret: Suppliers with TSMC's stamp of approval

Arm's AGI CPU demand surges as supply constraints loom

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

Commentary: SEA semiconductor industry pivots towards AI as a strategic hub

Research insight: Taiwan's auto tech pushes beyond components into autonomous systems

Commentary: Musk's xAI exit shows Anthropic's AI strength

Infineon wins US patent ruling against Chinese GaN rival Innoscience

GaN patent fight between China and Europe extends beyond courtroom

Compeq emerges as key supplier in AI and low-orbit satellite boom

Chenbro expands from AI server chassis into liquid-cooling CDU

Himax targets 2026 rebound on auto DDI and AI glasses momentum

Japan's diamond chip startups move toward production as factory and samples advance

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

Taiwan's cybersecurity market shifts toward managed services as ransomware pressure mounts

Chicony reports rebound in first quarter as higher-end keyboards and imaging lift margins

Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales

TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs

May

11

2026

Transcend chair sees AI memory supercycle

Samsung strike threat puts memory output at risk as 18-day walkout looms

Taiwan ranks among top 20 markets as AI adoption surges, Microsoft says

Advantech April revenue hits record as edge AI surges

AI data center spending frenzy ignites Sunon's next cooling windfall

Delta Electronics rides AI power, liquid cooling boom to another strong month

For India's chip dream, Lam Research points beyond fabs

China's cybersecurity AI charges ahead despite US model lockout

DeepSeek's US$7bn funding bid puts China's AI race on notice

Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

Taiwan backs military-civilian cyber tech to counter AI attacks

Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP

Nan Pao targets semiconductor specialty materials as revenue hits record for April

Samsung strike talks resumed with US$29 billion on the line

Qisda sees recovery driven by AI and semiconductors, expects profit rebound through 2026

Ennostar sees 2Q26 rebound on stronger component demand

AMD's 2nm defection to Samsung dents TSMC's AI grip

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

Trans-Sun Materials rides AI server wave with profit surge

Dayuan 1Q26 rebounds on North America broadband and defense orders

Phison targets AI storage and edge computing growth through Phison 3.0 strategy

Analysis: Forget the hardware race — Unitree wants to own the robot platform

Ennoconn expands industrial AI push as European demand strengthens

Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

AI inference boom fuels memory race, with Samsung in pursuit

FocalTech forecasts return to growth as product mix improves

Samsung reportedly offers above-law severance in China while monitor sales linger

Alibaba's Qwen could push AI agents into the heart of e-commerce

Gemtek posts first-quarter loss as it pivots to 800G and 1.6T optical modules

Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises

Taiwan targets three key sectors in upcoming 6G era

OpenAI and chipmakers roll out MRC to prevent AI training slowdowns

Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026

ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029

Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI boom drives Taiwan's semiconductor testing industry into record expansion

Unitree brings App Store ecosystem to humanoid robots

Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals

PCL Technologies to buy precision plastics and metal parts maker to target CPO components for data centers

APLEX forecasts charging-station shipments as medical business ramps in 2027

AI surge drives Taiwan push for second-source PCB materials as market booms

Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand

Taiwan, Germany extend joint EV battery R&D to 2029

The AI memory squeeze may not ease before 2028

Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover

Gigabyte's Giga Computing bets on South Korea's sovereign AI boom

Taiwan's EV charging companies find Europe's real opportunity in energy trading

GSEO reports strong growth as it expands into new markets

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

Samsung eyes Exynos 2700 as test for chip-unit recovery

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

May

10

2026

AI demand fills Vanguard's Singapore fab ahead of schedule

King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders

Coupang Taiwan details local response to 2025 breach affecting 200,000 accounts, launches bug bounty

Samsung boosts Galaxy S26 Ultra, A17 output as Q2 slowdown looms

Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

May

9

2026

What's driving the TSMC-Sony AI sensor JV?

Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits

Wistron profit triples on server surge, AI demand seen robust

EU’s new cyber rules are forcing a shift from AI hype to human-led defense

Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds

Power chip shortages deepen as AI server demand and GaN battles escalate

China's robots move from half-marathon to triathlon

Adata sees DRAM, NAND prices rise 40% in 2Q26

Global semiconductor market faces shortages as AI demand strains supply chains

Wiwynn shifts memory purchases as component costs pressure ODM margins

May

8

2026

US president considers inviting Nvidia and other CEOs to China trade talks

TSMC reports record April sales as AI chip demand puts Asia supply in focus

Nvidia, Corning lock in US AI optics expansion with new fiber plants

Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

Novatek raises margin outlook on stronger product mix and early shipments

TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics

Inside Nvidia's high-stakes bet on next-generation AI cooling

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race

Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate

Surging AI demand tightens supply of key PCB material

Samsung chiefs address pay talks as strike deadline nears

TSMC's 2026 revenue surges 30% in first four months on AI boom

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Analysis: Samsung's union fight exposes a fault line in semiconductor investment

AI infrastructure spending just doubled an IC distributor's revenue in one year

Samsung workers seek bigger share of AI profits as strike looms

Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

Topco hits record 1Q26 revenue, profit on semiconductor materials demand

Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP

Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure

PMIC supplier GMT bets on volume growth over higher prices

M31 weathers project delays as royalties and advanced-node demand signal recovery

Shenmao rides the AI infrastructure boom to record revenue growth

BenQ Materials bets on CPO and microLED amid optical communications push

HannStar pivots to automotive, reflective displays after US$333 million factory sale

Samsung reportedly scales back Micro LED TV push as new TV chief takes over

Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march

AUO tops US$3 billion in circular economy value

Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Google launches Fitbit Air, a screenless tracker at $99 targeting mass-market wearables

Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan's Syncmold bets on the satellite internet boom to power its next growth cycle

Aopen posts highest first-quarter profit in 20 years as edge computing sales strengthen

AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues

Memory shortages choke AI storage orders, says Hitachi Vantara

Power Win builds lithium battery circular economy with SEA push

Pegatron chair urges nuclear fuel preorders as Taiwan weighs plant restart

Zhen Ding Tech's AI push gains traction: server, IC substrate sales surge to records

PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

Taiwan government expands science parks as US-China tech war drags on

Column: The sim-to-real problem—why robots that pass every test still fail on the floor

TSMC eyes bigger US investment; Arizona chip expansion accelerates

May

7

2026

Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion

Delta Electronics expands Malaysia presence as SEA becomes semiconductor growth hub

Singapore chip firms showcase cross-border manufacturing and testing strengths

WinWay April revenue hits second-highest on AI, HPC demand

MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD

Advantech warns supply constraints will temper near-term growth despite strong order momentum

Chinese semiconductor equipment makers deepen SEA OSAT presence

Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26

Nuvoton BMC demand grows as per-rack chip count rises to 120

Global chip sales surge in 1Q26, signaling supply and investment shifts

Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate

Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents

SEMI reports stronger wafer shipments with global implications

SpaceX targets AI chip independence with US$119 billion Texas Terafab

South Korea's US$344.3 million push to localize power chips

Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China

Alphabet's global debt blitz underscores explosive AI funding boom across tech industry

Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results

APMIC's Traditional Chinese model ACE-1 ranks in global top 5 after Taiwan sovereign AI evaluation

From market leader to exit: Samsung pulls out of China's home appliances market

Sporton posts six-quarter high profit as FCC rule changes boost Taiwan testing demand

Msscorps posts first-quarter loss as it pivots into silicon photonics inspection

From chips to telecoms, South Korea faces an AI-era labor reckoning

ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions

Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates

Innodisk tops 2025 full-year revenue in first four months of 2026

Micron launches 245TB 6600 ION SSD targeting AI data center density

Taiwan delays in gas plants drive push for energy storage and virtual power plants

Chelic posts stronger first-quarter profit as AI server demand lifts automation parts

Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review

Exclusive: China's automakers leap forward in next generation of car architecture

MetaAge posts 27% revenue increase as AI demand boosts server shipments

Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration

Power Win Taiwan scales safe-discharge recycling to secure critical battery metals

Commentary: The real AI war may be the models nobody sees

Transcom sees overseas defense orders drive revenue and production into 2026

Inventec sees strong NB and server demand but warns of component-driven margin pressure

Amtran shifts to higher-value products and posts double-digit revenue gains

HTC reports steep April revenue decline as AI smart-glasses push expands overseas

Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea

Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs

Nvidia, AMD and Intel starve the PC market to feed the AI boom

China token prices rise while US hyperscalers flood AI infrastructure

Anthropic raises Claude usage limits with SpaceX compute deal

Arm shifts focus to high-value silicon to bypass mobile growth plateau

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

Nvidia, Corning partner to boost US optical manufacturing capacity 10x

Arm's licensing surge masks smartphone market slowdown

Taiwan component maker Fositek rides AI server cooling demand

Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends

Automakers face 2029 deadline to deploy quantum-resistant security systems

As AI expands, broadband upgrades fuel growth at Sercomm

Supply chain walks pricing tightrope as AI demand lifts costs

Taipower awaits regulatory review for Nuclear Plant No. 3 restart

Memory hikes slow telecom orders, but network chipmakers stay upbeat

OpenAI, Anthropic chase AI consulting firms in new enterprise battle

Google, Microsoft, and xAI to give US early access to unreleased AI models

Snapdragon tops India's chipset trust rankings: Counterpoint Research

Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC

EU joins telecom coalition as 6G rivalry with China intensifies

Intel targets entry-level advanced packaging, draws interest from Google and Amazon

Gen5 SSD race shifts to power and AI: Micron, YMTC diverges

Research Insight: AI memory boom squeezes automotive supply, driving costs higher