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NEWS TAGGED 2026
Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
Mexico's new tariffs raise stakes for Taiwanese manufacturers
Mexico is overhauling its trade barriers, and Taiwanese manufacturers with operations there are only beginning to understand what that means for their bottom line.
Tuesday 19 May 2026
SpaceX listing buzz sends Taiwan's satellite suppliers into expansion mode

As the world races to build next-generation communications networks in low-Earth orbit (LEO), signs are emerging that Elon Musk's SpaceX...

Tuesday 19 May 2026
Satellite communications boom drives Winsemi, AWSC into W band
SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
Tuesday 19 May 2026
Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave
Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components,...
Tuesday 19 May 2026
Arm faces US antitrust probe after announcing plan to design its own chips
Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its...
Tuesday 19 May 2026
Acer's India PC push reaches a turning point as share climbs to 21.3%
Acer is gaining ground in India's PC market, with the Taiwanese PC vendor citing the latest market data showing it ranked second in the country in the first quarter of 2026.
Tuesday 19 May 2026
Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%
Silergy, a major power management IC (PMIC) supplier, said its new Gen4 products ramped ahead of schedule in the first half of the year, as tight PMIC supply supported growth in AI...
Monday 18 May 2026
South Korea's A2Z bets on autonomous buses as Waymo, Baidu's Apollo Go dominate robotaxi race

As Waymo in the US and Baidu's Apollo Go in China expand robotaxi services on public roads, South Korea's autonomous-driving industry...

Monday 18 May 2026
Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms
Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end...
Monday 18 May 2026
Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand
Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as...
Monday 18 May 2026
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

Monday 18 May 2026
Hehui Electronics targets breakeven in 2026 as robotics, in-vehicle systems, and smart manufacturing expand
Hehui Electronics said it expected operations to improve in 2026 as new business in robotics, smart in-vehicle systems, and smart manufacturing gained traction following product demonstrations...
Monday 18 May 2026
Pan Jit AI revenue hits 11% as orders stretch 6 months
Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...
Monday 18 May 2026
Prosperity Dielectrics sees AI server power customers chasing MLCC supply
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...