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NEWS TAGGED 2026
Tuesday 21 July 2026
China's AI supernode race seeks systems edge through optics, packaging, and cloud scale

China's AI hardware race is shifting from individual accelerators to supernodes, optical interconnects, advanced packaging and cloud-scale...

Tuesday 21 July 2026
BOE expands into glass-core packaging, solar cells and optical interconnects
BOE Technology Group said on July 20 that it is pushing beyond display panels into glass-core substrate packaging, perovskite solar cells and Micro LED optical interconnects. The Chinese...
Tuesday 21 July 2026
Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers
Memory price increases have begun to diverge in the second half of 2026, but persistent capacity shortfalls continue to constrain supply and sustain upward momentum in contract pri...
Tuesday 21 July 2026
Memory shortage could turn into a glut by 2028 as chipmakers expand

A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually...

Tuesday 21 July 2026
Microsoft expands Azure partnership with AMD ahead of Helios AI system launch

Microsoft has expanded its strategic partnership with AMD, announcing plans to deploy the company's upcoming Helios rack-scale AI system...

Tuesday 21 July 2026
TaiSol expects server revenue to top 50% in 2H26, liquid cooling to exceed 25% for full year
As power consumption of artificial intelligence (AI) servers continues to rise, liquid cooling is rapidly evolving from an auxiliary solution into a standard feature at the rack and...
Tuesday 21 July 2026
Samsung keeps High-NA EUV rollout cautious as foundry profitability remains the focus

Samsung Electronics is taking a slower approach than Intel to High-NA extreme ultraviolet (EUV) lithography for advanced chip production,...

Tuesday 21 July 2026
Weblisher plans double-digit growth as Taiwan SME and Japan lodging businesses expand
Weblisher, a data technology platform provider, is set to list on Taiwan's Emerging Stock Market on July 23. The company said 2026 revenue is expected to keep growing at a double-digit...
Tuesday 21 July 2026
Electronics Supply Chain Outlook: Where H2 2026 Momentum Is Heading

Six months into 2026, the story isn't whether the electronics supply chain has stabilized. It has, broadly. The real story is that it has split into two distinct markets...

Tuesday 21 July 2026
Driving Global Intelligence: Best AI Awards 2026 Wraps Up

The Ministry of Economic Affairs officialized the successful conclusion of the second annual Best AI Awards, held at the Taipei Nangang Exhibition Center Hall 2. This...

Tuesday 21 July 2026
Taiwan launches AI competition to tackle marine debris with 20,000-image dataset

Marine debris management is entering a new phase of data-driven applications. Converting years of accumulated coastal imagery into actionable tools for surveying, identification,...

Tuesday 21 July 2026
LGES accelerates sodium-ion battery plans while CATL secures early ESS lead
LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage...
Tuesday 21 July 2026
Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...

Tuesday 21 July 2026
Elite Material, TUC race ahead in AI CCL push

As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

Tuesday 21 July 2026
Advanced Echem Materials to invest NT$4.52 billion in Longtan plant
Advanced Echem Materials (AEMC), a semiconductor specialty chemicals materials maker, plans to invest roughly NT$4.52 billion (approx. US$139.66 million) in Taiwan's Longtan Science...