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    Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
    9min ago
    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    May 12, 18:43
    Doosan Electronic BG to build new CCL plant in Thailand
    May 12, 18:43
    AI server ODMs face margin pressure as memory costs rise
    May 12, 18:43
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    May 12, 18:43
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    May 12, 18:43
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    May 12, 18:43
    NEWS TAGGED ASIC
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

    Tuesday 12 May 2026
    Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck
    As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor...
    Friday 8 May 2026
    Anpec plans midyear 15% price hike to protect PMIC margins
    Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...
    Thursday 7 May 2026
    Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion
    Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions...
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
    Tuesday 5 May 2026
    MediaTek ASIC surge puts 60% revenue share within reach
    MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
    Monday 4 May 2026
    GUC and Wiwynn partner for next-generation AI system infrastructure

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced a strategic technical collaboration with Wiwynn, an innovative cloud IT infrastructure provider...

    Sunday 3 May 2026
    CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
    At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
    Saturday 2 May 2026
    Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
    Benefiting from the continued expansion of artificial intelligence (AI) computing power demand, Foxconn Industrial Internet (FII), a subsidiary of Hon Hai Precision Industry (Foxconn),...
    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
    Monday 27 April 2026
    MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
    MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...
    Friday 24 April 2026
    Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

    Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

    Friday 24 April 2026
    CPUs regain central role in AI as Intel highlights growing importance alongside rising ASIC demand
    Intel executives are placing renewed emphasis on the central role of CPUs in artificial intelligence (AI), arguing that shifting workloads are elevating their importance even as specialized...
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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook