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Wednesday 13 May 2026
Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions,...
Wednesday 13 May 2026
TsangYow's Malaysia plant to start up in 2026
At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore...
Wednesday 13 May 2026
Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association...

Wednesday 13 May 2026
Moore Threads builds China-made embodied AI stack with Lightwheel.ai

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a...

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...

Wednesday 13 May 2026
TSMC adds four executives in latest reshuffle as US investment and succession push accelerate
TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately...
Tuesday 12 May 2026
AI drives IC price hikes, lifts China chip exports 83.7% in April
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
Tuesday 12 May 2026
TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push
TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI acceler...
Tuesday 12 May 2026
Trade talks to test US-China leverage on rare earths, tariffs, and AI
US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...
Tuesday 12 May 2026
From substrates to servers, Taiwan industry gains from the AI infrastructure surge
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
Tuesday 12 May 2026
PC chip demand stays murky in 2H26 as pre-buying clocks key
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
Tuesday 12 May 2026
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
TSMC's US and Japan expansion lifts Trusval
Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's...
Tuesday 12 May 2026
Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips...