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Monday 27 April 2026
Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...
Monday 27 April 2026
Quanta bets on speed and scale to power next growth wave
Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another...
Monday 27 April 2026
ASE Technology spotlights 18 suppliers at the forefront of a trillion-dollar AI wave
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held its 2025 ASE Supplier Award ceremony, inviting more than 100 suppliers of packaging...
Monday 27 April 2026
DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
Monday 27 April 2026
Everlight ramping up in optical communications, supported by automotive and invisible light
As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...
Monday 27 April 2026
Taiwan's growing AI and industrial demand reshapes corporate power strategies
As AI infrastructure and industrial electricity use rise, Taiwan's shifting power landscape has far-reaching global implications for supply reliability, corporate competitiveness,...
Monday 27 April 2026
Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

Monday 27 April 2026
NEO Semiconductor advances 3D DRAM with POC validation
Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years...
Sunday 26 April 2026
AI data centers hit interconnect limits, boosting optical module demand

The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

Sunday 26 April 2026
ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

ASML is moving to eliminate a wide range of management roles as part of a broader effort to simplify its organization and improve execution,...

Sunday 26 April 2026
BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed...

Saturday 25 April 2026
LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand
Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...
Saturday 25 April 2026
Taiwan's industrial production surges on AI infrastructure demand
Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence...
Saturday 25 April 2026
India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion
India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
Saturday 25 April 2026
Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven,...