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    CONNECT WITH US
    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    7h 38min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    7h 38min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    7h 38min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    7h 38min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    7h 38min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    7h 38min ago
    NEWS TAGGED DEMAND
    Monday 11 May 2026
    Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand
    Lite-On Technology reported April consolidated revenue of NT$16.7 billion (US$530 million), up 1% from March and 25% from a year earlier, marking the company's highest monthly intake...
    Monday 11 May 2026
    The AI memory squeeze may not ease before 2028
    Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending...
    Monday 11 May 2026
    Gigabyte's Giga Computing bets on South Korea's sovereign AI boom

    Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand...

    Sunday 10 May 2026
    AI demand fills Vanguard's Singapore fab ahead of schedule
    Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
    Sunday 10 May 2026
    King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders
    King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...
    Sunday 10 May 2026
    Samsung boosts Galaxy S26 Ultra, A17 output as Q2 slowdown looms
    Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones...
    Sunday 10 May 2026
    Taiwan's IntelliEPI warns of severe indium phosphide supply shortage
    As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major c...
    Saturday 9 May 2026
    What's driving the TSMC-Sony AI sensor JV?
    TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
    Saturday 9 May 2026
    Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
    Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
    Saturday 9 May 2026
    Wistron profit triples on server surge, AI demand seen robust
    Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...
    Saturday 9 May 2026
    Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
    Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...
    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

    Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Saturday 9 May 2026
    Global semiconductor market faces shortages as AI demand strains supply chains

    Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

    Friday 8 May 2026
    TSMC reports record April sales as AI chip demand puts Asia supply in focus
    TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
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    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