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Friday 20 March 2026
OpenAI plans new 'super app' merging ChatGPT, Codex, and Atlas as competition with Anthropic for enterprise customers heats up
OpenAI is planning to launch a "super app" combining its ChatGPT app, browser Atlas, and coding platform Codex, according to the Wall Street Journal. The strategic shift comes...
Friday 20 March 2026
AI tailwinds and global reach put Topco on track for double-digit growth in 2026
Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
Monday 16 March 2026
Taiwan OSAT firms log double-digit annual growth despite slow season
Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Thursday 5 March 2026
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
Tuesday 3 March 2026
Samsung expands Galaxy S26 AI features to reshape user experience
Samsung Electronics officially launched its annual flagship Galaxy S26 series smartphones and Galaxy Buds 4 Bluetooth earphones on February 26. Following integrations with Bixby and...
Thursday 12 February 2026
Global semiconductor industry, 2026

Introduction

Tuesday 10 February 2026
Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026
Because of rising raw material costs, Taiwanese chip resistor manufacturers have begun increasing prices, with the wave spreading from major passive component makers such as Yageo...
Tuesday 10 February 2026
Phison CEO meets India's Modi to boost NAND, edge AI strategies
Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...
Tuesday 10 February 2026
Zhen Ding Tech sees record January revenue driven by high-end AI applications
PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...
Friday 30 January 2026
Nexcom eyes robot market growth, targets ramp-up in 2027
Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight...
Friday 30 January 2026
AI integration drives cautious optimism in global collaborative robot market
The collaborative robot (cobot) industry, a pivotal segment for artificial intelligence (AI) applications, anticipates new growth opportunities despite a weak economic recovery, according...
Thursday 29 January 2026
UMC accelerates advanced packaging and silicon photonics development as AI drives demand
As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation (UMC) is intensifying its efforts in advanced packaging and silicon photonics (SiPh)...
Friday 16 January 2026
Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years
Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...
Friday 16 January 2026
Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...