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    TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
    9min ago
    China reportedly considers export curbs on advanced solar manufacturing equipment to the US
    15min ago
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited
    35min ago
    Taiwan auto parts industry faces transformation pains amid rising costs and AI adoption
    Apr 15, 17:59
    Mobile manufacturers adapt to soaring key component prices with strategic measures
    Apr 15, 17:59
    Middle East turns to East Asia for alternative air defense amid US supply delays
    Apr 15, 17:59
    US intensifies efforts to remove red supply chains, boosting Taiwan's robot supply chain with one-stop strategy
    Apr 15, 17:59
    NEWS TAGGED CHIPS + COMPONENTS
    Monday 9 March 2026
    Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts
    Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent...
    Monday 9 March 2026
    Component price surge hits business PC market harder than consumer segment
    Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply...
    Sunday 8 March 2026
    Adata chairman expects NAND price surge in 2H26
    Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...
    Sunday 8 March 2026
    Applied Materials VP warns AI growth may hit energy, not chip limits
    AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Sunday 8 March 2026
    Defense chips, satellite systems now "100% localized," Chinese academics say

    As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience...

    Sunday 8 March 2026
    Phison rides AI wave to record profits; foresees explosive growth through 2026

    Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

    Saturday 7 March 2026
    The long game of Rick Tsai: from TSMC’s darkest hour to the AI era
    In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the...
    Saturday 7 March 2026
    Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
    High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid...
    Friday 6 March 2026
    Nvidia's LPU push could reshape inference economics as OpenAI signals major buy
    Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing...
    Friday 6 March 2026
    AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
    AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...
    Friday 6 March 2026
    Toyota Group's Denso bids up to US$8 billion to acquire Rohm

    Japanese auto parts supplier Denso has made a takeover proposal for Kyoto-based chipmaker Rohm in a deal that could reach about JPY1.3...

    Friday 6 March 2026
    Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
    Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...
    Friday 6 March 2026
    Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026
    Semiconductor OSAT leader Amkor has announced plans to boost its capital expenditure budget for 2026 to US$2.5-3 billion, prioritizing expansion of advanced packaging capacities such...
    Friday 6 March 2026
    Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain
    The high-stakes game of chicken between Silicon Valley and the Pentagon escalated into a formal legal war on March 6. Following a week of social media threats and collapsed negotiations,...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook