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Thursday 29 January 2026
Deep dive: how Taiwan engineered a 15% tariff deal
As the global trade landscape shifts under the weight of new US policies, a distinct divergence has emerged in East Asia. While South Korea currently faces a tariff hike to 25% amid...
Thursday 29 January 2026
How Sega's US$5 million lifeline saved Nvidia from collapse
In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there...
Thursday 29 January 2026
Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand
Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...
Thursday 29 January 2026
China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
Thursday 29 January 2026
Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
Wednesday 28 January 2026
Earnings call summary: ASML executives bet on chip demand strength past 2025
ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
Wednesday 28 January 2026
SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
Wednesday 28 January 2026
ASML orders beat expectations as company plans 1,700 layoffs
ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
Wednesday 28 January 2026
SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
Wednesday 28 January 2026
Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark
Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...
Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
Wednesday 28 January 2026
Earnings call summary: ASML posts record 2025 results on surging orders
ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
Wednesday 28 January 2026
Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026
Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27
In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...
Wednesday 28 January 2026
Powertech posts 4Q25 profit high, eyes growth momentum into 2026
Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...