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Tuesday 28 July 2026
Taiwan accelerates winter energy preparations as Middle East conflict raises supply risk
Taiwan moved up winter oil and gas planning on July 27 after the Middle East conflict expanded into the Red Sea, while domestic supply remained stable and consumer impact stayed limited...
Tuesday 28 July 2026
Display industry earnings season shifts spotlight from panel prices to transformation strategies

Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

Tuesday 28 July 2026
Panel makers reject 10% polarizer price increase as China suppliers retreat
Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...
Tuesday 28 July 2026
Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
Tuesday 28 July 2026
UMT posts record revenue in 1H26 on growing LEO satellite demand
Universal Microwave Technology (UMT), a manufacturer of satellite and millimeter-wave (mmWave) communications components, benefited from continued growth in demand for low Earth orbit...
Tuesday 28 July 2026
CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026
AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing
Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...
Tuesday 28 July 2026
Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

Tuesday 28 July 2026
Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

Tuesday 28 July 2026
Smart glasses ignite AI device battle as China nears 80% global brand share
Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...
Tuesday 28 July 2026
Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He...

Tuesday 28 July 2026
Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
Tuesday 28 July 2026
Memory module maker Apacer warns 2027 DRAM supply could fall 70%
Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
Tuesday 28 July 2026
China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...