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    Taiwanese suppliers expand China capacity with AI components in focus
    11h 13min ago
    Commentary: YMTC IPO highlights strong profits but three hurdles remain
    11h 13min ago
    Foxconn's China investment returns lead Taiwan peers on AI and HPC demand
    11h 13min ago
    Nvidia and SK Hynix diverge on CPO as 3D optics-centric design may arrive after 2030
    11h 14min ago
    Tactical drone market shifts as startups and incumbents compete and cooperate
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    NEWS TAGGED 2027
    Monday 24 August 2026
    Etron chair sees memory boom extending to 2028-2030
    The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely...
    Monday 24 August 2026
    TPK TGV pilot line to start by September, Thailand plant eyes 2027 ramp
    TPK Holding is accelerating its move from consumer touch panels into semiconductors, with its Through Glass Via (TGV) pilot line in Taoyuan, Taiwan set to begin operations in August...
    Monday 24 August 2026
    Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

    Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...

    Monday 24 August 2026
    Taiwan's Iron Force shifts airbag output to Poland, targets AI server component ramp in 2027
    Taiwan-based Iron Force Industrial is reshaping its manufacturing footprint as pressure on its traditional auto-parts business weighs on earnings. The company plans to expand its Poland...
    Monday 24 August 2026
    Nvidia server prices to rise up to 17% as memory costs climb
    Prices for some Nvidia-based server systems due for delivery in 2027 are set to rise by more than 15%, with certain flagship configurations increasing about 17%, as higher memory and...
    Monday 24 August 2026
    AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26
    The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability...
    Monday 24 August 2026
    Taiwan lifts 2027 tech budget, studies new TTA site in BSTP
    Taiwan's Executive Yuan approved a larger 2027 technology budget of NT$229.2 billion (approx. US$7.2 billion), an increase of NT$25.9 billion from 2026, as the government also raised...
    Monday 24 August 2026
    Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory
    ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...
    Saturday 22 August 2026
    AI memory windfall: Samsung to hand back up to US$79 billion in 2026
    Samsung Electronics' board has approved a 2026 shareholder return plan estimated at KRW90 trillion to KRW110 trillion (approx. US$64-79 billion), which the company says is the largest...
    Friday 21 August 2026
    SK Chairman warns of 2027 memory shortage, ties expansion to long-term orders
    SK Group Chairman Tae-Won Chey said in a recent interview with CNBC that memory demand is surging explosively and that the most severe "memory shortage" will hit in 2027. He also apologized...
    Friday 21 August 2026
    Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge
    The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...
    Thursday 20 August 2026
    Samsung gains foundry pricing power as 4nm capacity stays tight through 2027

    Samsung Electronics is gaining pricing power in its foundry business as AI and high-bandwidth memory (HBM) demand tightens advanced-node...

    Thursday 20 August 2026
    AI boom lifts Taiwan tax revenue forecast to record NT$3.52 trillion in 2027
    Taiwan's government expects central tax revenue to reach NT$3.522 trillion in 2027, up 42% from the 2026 budget estimate, driven by continued growth in AI-related manufacturing and...
    Thursday 20 August 2026
    OpenAI signals IPO could wait until 2027 as Anthropic weighs listing

    OpenAI told employees it could go public in 2027, though an earlier listing remains possible if operating conditions improve. According...

    Thursday 20 August 2026
    Marvell issues Google warrant worth US$12.2B at exercise — custom chip work spans five TPU-related categories

    Marvell Technology has issued Google a warrant to purchase up to 58,970,907 shares of its common stock at US$206.58 per share, according...

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    BIZ FOCUS
    Aug 24, 08:00
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
    Thursday 20 August 2026
    Corning-IRICO Trade Secret Case Enters New Phase
    Thursday 20 August 2026
    PGC Helps Startups Accelerate ASIC Development with Turnkey Services
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