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    Analog Devices activates Thailand plant to boost global manufacturing resilience
    2min ago
    Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity
    9min ago
    Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
    22min ago
    Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
    34min ago
    Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure
    35min ago
    Memory price surge drives Transcend's 15x profit growth in January 2026
    48min ago
    Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
    55min ago
    NEWS TAGGED DEMAND
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    Thursday 19 March 2026
    Nvidia signals optical future, but materials shortages stand in the way
    Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Micron delivers record-breaking 2Q26 financial results driven by AI demand
    Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
    Thursday 19 March 2026
    China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

    China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 19 March 2026
    Column: Cheap tokens are masking an expensive problem
    The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
    Wednesday 18 March 2026
    Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply
    Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...
    Wednesday 18 March 2026
    Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
    Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
    Wednesday 18 March 2026
    Adata profits soar on memory price rally amid supply crunch
    Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
    Wednesday 18 March 2026
    In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
    Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
    Wednesday 18 March 2026
    Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs
    Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Wednesday 18 March 2026
    Panel makers optimistic about 1Q26 despite February revenue declines
    As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    2/192 pages
    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook