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    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    2min ago
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan
    8min ago
    China’s AI industry accelerates shift to Huawei’s Ascend ecosystem
    May 5, 17:34
    Why did memory price surge hits Samsung mobile profits while Apple still posts record gains
    May 5, 17:34
    Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype
    May 5, 17:34
    NEWS TAGGED CHIPS + COMPONENTS
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Saturday 4 April 2026
    Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
    Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
    Saturday 4 April 2026
    How second-tier powers are bypassing big tech via Taiwan

    The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement...

    Saturday 4 April 2026
    Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
    Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
    Saturday 4 April 2026
    Samsung strike threat clouds PMIC, mature-node outlook
    Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
    Friday 3 April 2026
    PSMC moves up value chain as Europe taps Taiwan to commercialize AI chip research
    Europe is turning to Taiwan as it looks to bring semiconductor research into production, with foundries such as Powerchip Semiconductor Manufacturing Corp. (PSMC) playing a growing...
    Friday 3 April 2026
    PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks

    Taiwanese foundry Powerchip Semiconductor Manufacturing Corp. (PSMC) and France's CEA-Leti have signed a multi-year agreement on April...

    Friday 3 April 2026
    2026 USTR Report: landmark 'ART' pact reshapes US-Taiwan trade landscape
    The Office of the United States Trade Representative (USTR) has designated Taiwan as a highly cooperative and pivotal trading partner in its 2026 National Trade Estimate (NTE) Repo...
    Friday 3 April 2026
    Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage
    Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance...
    Friday 3 April 2026
    US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

    The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.

    Friday 3 April 2026
    Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis
    Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita...
    Friday 3 April 2026
    Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers
    The surge in AI computing power is driving explosive demand for high-speed optical interconnects in data centers. Forecasts show that by 2026, over 50% of data center transceiver sales...
    Friday 3 April 2026
    Memory stocks rattled by TurboQuant, but demand outlook holds
    Google Research's TurboQuant memory-compression algorithm has raised concerns that demand for AI-related memory could weaken, but South Korean experts and analysts say the market reaction...
    Thursday 2 April 2026
    IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment
    IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...
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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook