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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
    Thursday 5 March 2026
    Memory spot prices surge, straining procurement capital and risking industry cycle instability
    The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...
    Thursday 5 March 2026
    Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
    DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...
    Thursday 5 March 2026
    Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

    Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

    Thursday 5 March 2026
    Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1
    Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and...
    Thursday 5 March 2026
    Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
    Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...
    Thursday 5 March 2026
    TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
    TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...
    Thursday 5 March 2026
    UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value
    With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He...
    Thursday 5 March 2026
    Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
    Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...
    Thursday 5 March 2026
    Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
    Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
    Thursday 5 March 2026
    PC chip orders pull forward, blurring the 2026 seasonal cycle

    In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Thursday 5 March 2026
    Apple builds US chip supply chain with TSMC and Foxconn
    Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan...
    Thursday 5 March 2026
    Singapore's small-state strategy offers new insights for Taiwan's tech industry
    Often dubbed the "Little Red Dot," Singapore is a city-state that lacks natural resources, and previously even had to turn to neighboring countries for drinking water. Yet in a span...
    Thursday 5 March 2026
    Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

    Intel appears to be recalibrating a cornerstone of its advanced manufacturing strategy as CEO Lip‑Bu Tan signals that the company's...

    Thursday 5 March 2026
    Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
    Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
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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