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NEWS TAGGED 2026
Tuesday 28 April 2026
TSMC 2nm leak case results in NT$150M fine for TEL; company says no confidential data was leaked and discussions are underway
In the trade secret leak case involving TSMC's 2nm process, the Intellectual Property and Commercial Court ruled on April 27, 2026, that Tokyo Electron (TEL), the equipment supplier...
Tuesday 28 April 2026
Why the AI boom still runs through Taiwan — and why that won't change
As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
Tuesday 28 April 2026
Taiwan's Tmytek targets profitability with push into satellite communications

TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional...

Tuesday 28 April 2026
Apple and Asus defy PC market slump with growth in 2026
The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
Tuesday 28 April 2026
AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%
SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...
Tuesday 28 April 2026
Moore Threads hits first profit, AI compute orders drive growth
China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...
Tuesday 28 April 2026
LG Display posts strongest 1Q26 profit in five years, signals end to job cuts

LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring,...

Monday 27 April 2026
The Co-Packaged Optics (CPO) Revolution: Capitalizing on the Paradigm Shift in AI Data Center Connectivity
The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
Monday 27 April 2026
Samsung reportedly breaks 10nm barrier with first single-digit nanometer DRAM working die
Samsung Electronics has reportedly become the first company in the world to develop a single-digit nanometer-class 10a DRAM working die, using the prototype to fine-tune process conditions...
Monday 27 April 2026
Analysis: Beijing Auto Show signals new phase in China's EV race
The 2026 Beijing International Automotive Exhibition opened on April 24 with a scale that stands in sharp contrast to the contraction of many global auto shows. Spanning roughly 380,000...
Monday 27 April 2026
Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible...

Monday 27 April 2026
Tesla begins Cybercab production in Texas, targeting robotaxi revenue after 2027
Tesla began manufacturing its Cybercab autonomous taxi at its Texas Gigafactory, CEO Elon Musk said on April 24, signaling progress on the long-promised Robotaxi. The move could influence...
Monday 27 April 2026
Evergreen warns higher oil costs will complicate 2026 planning and cloud fourth-quarter demand
Evergreen Marine Corp. said rising international oil prices driven by Middle East hostilities are expected to push up fuel cost ratios in the second quarter of 2026, complicating voyage...
Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...