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    Meta globally rolls out Meta One subscription, expands to Taiwan
    8min ago
    Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle
    10min ago
    China's FAW to become GAC's second-largest shareholder as auto consolidation talk returns
    Sep 15, 19:08
    Column: China tightens rare earth controls, and Taiwan must guard supply chain flexibility
    Sep 15, 19:08
    China’s wafer fabs boost local equipment buying, pressuring South Korean suppliers
    Sep 15, 19:08
    NEWS TAGGED DEMAND
    Tuesday 15 September 2026
    Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
    Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...
    Tuesday 15 September 2026
    DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
    DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
    Tuesday 15 September 2026
    China's humanoid robot race, Part 1: Mass production outruns proven demand

    China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be...

    Tuesday 15 September 2026
    Minebea Mitsumi pauses M&A to chase AI hardware demand
    Minebea Mitsumi has halted its push for new acquisitions and is shifting resources toward producing ball bearings, motors and actuators for AI hardware, as demand tied to data centers,...
    Tuesday 15 September 2026
    Global semiconductor revenue hits record US$425B in 2Q26
    Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
    Tuesday 15 September 2026
    OEM/EMS AI servers: August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Tuesday 15 September 2026
    Sivers Semiconductors positions laser arrays as solution to copper's limits

    At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

    Tuesday 15 September 2026
    AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
    Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
    Tuesday 15 September 2026
    Taiwan's Ministry of Economic Affairs shares power grid experience at APEC Energy Ministerial Meeting
    Vice Minister of Taiwan's Ministry of Economic Affairs (MOEA) Chien-hsin Lai recently led a delegation to Beijing, China, to attend the 16th APEC Energy Ministerial Meeting (EMM)....
    Tuesday 15 September 2026
    AI demand reshapes capital allocation and operating models in telecom sector

    Introduction

    Tuesday 15 September 2026
    TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity
    TSMC's 3nm, 2nm, and CoWoS advanced packaging capacity remained in short supply in late 2026's third quarter, as changes in major customer orders and front-end and back-end supply...
    Tuesday 15 September 2026
    Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

    Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

    Tuesday 15 September 2026
    AI's next bottleneck may be profitability, not compute, SK chair warns
    For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
    Tuesday 15 September 2026
    South Korean firms hold 80% of the automotive OLED market
    South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...
    Tuesday 15 September 2026
    Memory makers tighten supply as DRAM price rally extends into 2027

    As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general...

    2/293 pages
    Research_DB
    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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