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Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
Friday 8 May 2026
Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026
2D NAND shortage spirals after Samsung, Micron, and rivals exit market
Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...
Friday 8 May 2026
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for...
Friday 8 May 2026
Surging AI demand tightens supply of key PCB material

Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

Friday 8 May 2026
Samsung chiefs address pay talks as strike deadline nears
Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the...
Friday 8 May 2026
TSMC's 2026 revenue surges 30% in first four months on AI boom
TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
Friday 8 May 2026
Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...
Friday 8 May 2026
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
Friday 8 May 2026
AI infrastructure spending just doubled an IC distributor's revenue in one year
WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
Friday 8 May 2026
Samsung workers seek bigger share of AI profits as strike looms

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten...

Friday 8 May 2026
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

Friday 8 May 2026
Topco hits record 1Q26 revenue, profit on semiconductor materials demand
Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
Friday 8 May 2026
PMIC supplier GMT bets on volume growth over higher prices
Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
Friday 8 May 2026
M31 weathers project delays as royalties and advanced-node demand signal recovery
M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...