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    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    9h 10min ago
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    9h 10min ago
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    9h 10min ago
    China’s fiber optic industry evolved from catch-up to supply chain scale
    9h 10min ago
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    9h 10min ago
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    9h 10min ago
    NEWS TAGGED DEMAND
    Wednesday 13 May 2026
    China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

    The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

    Wednesday 13 May 2026
    SMIC lands nearly US$6bn mega deal to deepen China AI push
    China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of...
    Wednesday 13 May 2026
    Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem
    Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...
    Wednesday 13 May 2026
    Ableprint posts record first-quarter profit as CPO orders set to begin in June
    Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process...
    Wednesday 13 May 2026
    Lite-On, Delta benefit from surge in AI server power demand
    April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...
    Wednesday 13 May 2026
    Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
    Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions,...
    Wednesday 13 May 2026
    Taiwan telecoms post strong April on 5G migration and enterprise ICT momentum
    Taiwan's major telecom operators delivered robust April results, supported by continued 5G migration, seasonal smartphone demand around Mother's Day, and sustained contributions from...
    Wednesday 13 May 2026
    TsangYow's Malaysia plant to start up in 2026
    At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore...
    Wednesday 13 May 2026
    Taiwan machinery exports rise for 15th month on AI and semiconductor demand
    Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment...
    Wednesday 13 May 2026
    Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

    At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association...

    Wednesday 13 May 2026
    Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals
    Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

    Tuesday 12 May 2026
    BTL Group ramps AI server testing as orders extend through September
    BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...
    Tuesday 12 May 2026
    AI drives IC price hikes, lifts China chip exports 83.7% in April
    Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
    Tuesday 12 May 2026
    From substrates to servers, Taiwan industry gains from the AI infrastructure surge
    April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook