CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Tuesday 31 March 2026
Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
Tuesday 31 March 2026
Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
Tuesday 31 March 2026
Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
Tuesday 31 March 2026
Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology
Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in...
Tuesday 31 March 2026
MPI probe card lead times stretch to 6 months on AI chip testing surge
Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...
Tuesday 31 March 2026
Flex to acquire Electrical Power Products for US$1.1 billion
Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands...
Tuesday 31 March 2026
Memory chip shortage drives surge in China's used phone chip market
The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is...
Tuesday 31 March 2026
MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI
Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform...
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Memory shortage persists as AI-era supply-demand imbalance deepens
Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
Tuesday 31 March 2026
South Korea invests US$166 million in chip startup Rebellions

South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

Tuesday 31 March 2026
Huawei poaches top scientist as Germany's tenure rules drive talent away
Huawei has recruited a leading scientist from a German research institute, raising concerns among the German government and academic circles. According to Nikkei Asia, Martin...
Tuesday 31 March 2026
Samsung faces 17,700-worker strike as DS division talks collapse
Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without...
Tuesday 31 March 2026
DDI price hikes mainly aim to pass on costs, not boost profits
The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...
Tuesday 31 March 2026
Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...