CONNECT WITH US
NEWS TAGGED 2026
Wednesday 10 December 2025
Tesla restarts solar leasing business, opening opportunities for Taiwanese firms
As the end of 2025 approaches, Tesla has returned to the solar market and relaunched its residential solar leasing business. Active across renewable energy, AI, autonomous driving,...
Wednesday 10 December 2025
TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...
Wednesday 10 December 2025
Compal expects 2026 PC shipments to match 2025 levels
ODM giant Compal reported November 2025 revenue of NT$62.968 billion (approx. US$2 billion), up 1.69% month-over-month but down 20.96% year-over-year. The cumulative revenue for the...
Wednesday 10 December 2025
Tesla sees 70% delivery surge in Taiwan in 4Q25; 2025 in-stock car sold out
Tesla continues to demonstrate strong growth momentum in Taiwan's new-car market, with all in-stock Model 3 and Model Y units for the current quarter already sold out. Coordinated...
Wednesday 10 December 2025
Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
Wednesday 10 December 2025
AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia
AMD has brought in former AWS infrastructure executive Arvind Balakumar to lead engineering for its Helios AI server-rack platform, strengthening its effort to challenge Nvidia's...
Wednesday 10 December 2025
Coplus targets US retail giants, pushes smart automotive parts
Coplus, a Taiwan-based precision automotive parts maker, held its investor briefing on December 8, 2025, where Chairman Baihua Wu outlined two strategic priorities for the company:...
Tuesday 9 December 2025
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
Tuesday 9 December 2025
Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push
Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memo...
Tuesday 9 December 2025
Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
Tuesday 9 December 2025
SK Hynix pivots to general-purpose DRAM with tenfold 1c capacity surge
Rumors have risen that SK Hynix is accelerating the expansion of its 10nm-class sixth-generation 1c DRAM capacity. Previously, to concentrate on producing high-bandwidth memory (HBM),...
Tuesday 9 December 2025
Trend Micro sees high AI cybersecurity interest but limited orders
Trend Micro predicts that enterprise protection priorities in 2025 will be closely linked to AI technology development, but the market for actual implementation is still in its early...
Tuesday 9 December 2025
Samsung's HBM4 edge fuels foundry recovery
Samsung Electronics, with its sixth-generation high-bandwidth memory (HBM4), uses base dies produced by Samsung Foundry. As Samsung's HBM4 competitiveness rises, the market expects...
Tuesday 9 December 2025
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Tuesday 9 December 2025
Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies
Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company...