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Thursday 23 July 2026
SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future...

Thursday 23 July 2026
GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online
GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...
Thursday 23 July 2026
SK Hynix speeds P&T7 cleanroom rollout, keeps overall budget at KRW19 trillion
SK Hynix's board approved approximately KRW 7.09 trillion (approx. US$4.83 billion) in facility investment on July 22 to accelerate construction of its P&T7 advanced packaging...
Thursday 23 July 2026
Ainos passes 613 million odor data points as it expands Physical AI
Ainos said its AI Nose platform has collected more than 613 million industrial odor data points, with most of the readings coming from semiconductor manufacturing sites. The AI odor-sensing...
Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
Thursday 23 July 2026
In-depth: Alibaba builds three-layer AI empire across chips, memory and models
Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...
Thursday 23 July 2026
Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US
Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened...
Thursday 23 July 2026
Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
Thursday 23 July 2026
AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...
Thursday 23 July 2026
Laser source outsourcing pushes back CPO rollout
While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...
Thursday 23 July 2026
IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

Thursday 23 July 2026
ITRI, tech execs tackle AI power and thermal bottlenecks at forum as chip demand soars
As AI computing drives surging electricity demand and heat generation, Taiwan's government-funded Industrial Technology Research Institute (ITRI) brought together government officials...
Thursday 23 July 2026
With competitiveness hitting record levels, Taiwan should learn from US in talent retention, urges president
With Taiwan's competitiveness setting a new high, President Ching-te Lai on July 21 called on local companies to learn from the US and work together to retain talent. The remarks came...
Wednesday 22 July 2026
Explainer: Why Wistron opened a factory in Texas — why it's the first node in America's reindustrialization

When Wistron opened its 324,000-square-foot plant in Fort Worth, Texas on July 21, it was easy to read the moment as a single company's...

Wednesday 22 July 2026
Samsung sounds out suppliers on four new fabs by 2030, report says
Samsung Electronics is sounding out major suppliers about whether they can support four proposed new semiconductor fabrication plants through 2030, as South Korea's chipmakers prepare...