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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 10 April 2026
    GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
    GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
    Friday 10 April 2026
    Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing
    Taiwan is stepping up its global semiconductor leadership with a coordinated push into silicon photonics (SiPh) and advanced materials, aiming to meet surging demand for faster, more...
    Friday 10 April 2026
    SK Hynix M15X reportedly ramps early production
    SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...
    Friday 10 April 2026
    Merck's material and equipment push could speed CPO and advanced packaging adoption
    Merck presented integrated materials and inspection tools at Touch Taiwan 2026 as the panel industry pivots toward chip-on-panel (CPO) and advanced packaging. The company emphasized...
    Friday 10 April 2026
    MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
    Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...
    Friday 10 April 2026
    Ampak cites DDR price swings disrupting orders, sees industrial control demand support
    Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...
    Friday 10 April 2026
    China's export controls spark 140x yttrium price surge, fueling chip equipment fears
    Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...
    Friday 10 April 2026
    TSMC smashes records with massive 45% revenue surge in March

    Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

    Friday 10 April 2026
    China OSATs step up investment drive as AI demand lifts advanced packaging race

    China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

    Friday 10 April 2026
    MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics
    MetaOptics, a Singapore-based metalens developer, is partnering with Taiwan's Pin-Jye Nano Technologies to scale production of next-generation optical components as the technology...
    Friday 10 April 2026
    Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
    In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...
    Friday 10 April 2026
    Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit
    Elon Musk's SpaceX is facing production challenges at its newly built fan-out panel-level packaging (FOPLP) and printed circuit board (PCB) factories in Texas, delaying full-scale...
    Friday 10 April 2026
    Column: Corintis uses algorithms to target chip hotspots for precise cooling
    As HPC and AI processors push computing performance to unprecedented levels, transistor density has reached a point where thermal behavior is no longer uniform. Instead of gradual,...
    Friday 10 April 2026
    Intel–Google alliance reframes AI infrastructure around CPUs
    A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the...
    Friday 10 April 2026
    Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
    Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook