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Friday 10 April 2026
Ampak cites DDR price swings disrupting orders, sees industrial control demand support
Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...
Friday 10 April 2026
Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
Friday 10 April 2026
TSMC smashes records with massive 45% revenue surge in March

Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

Friday 10 April 2026
China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

Friday 10 April 2026
Foxconn and Mitsubishi Fuso forge global play in electric buses

Foxconn and Mitsubishi Fuso Truck and Bus have forged a strategic partnership aimed at exporting Japanese-made electric buses to Southeast...

Friday 10 April 2026
Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...
Friday 10 April 2026
Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit
Elon Musk's SpaceX is facing production challenges at its newly built fan-out panel-level packaging (FOPLP) and printed circuit board (PCB) factories in Texas, delaying full-scale...
Friday 10 April 2026
MetaOptics and Taiwan's Pinjie partner to build global metalens production hub
MetaOptics' alliance with Taiwanese partner Pinjie Nano-Optics shifts advanced optical manufacturing to Taiwan, leveraging the island's semiconductor supply chain to enable metalens...
Friday 10 April 2026
Why South Korean panel makers see rising profits despite chip price inflation
Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues...
Friday 10 April 2026
Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...
Friday 10 April 2026
CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
Friday 10 April 2026
Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...
Friday 10 April 2026
Taiwan targets Poland's drone supply chain as Eastern European demand surges
Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...
Friday 10 April 2026
Inventec posts record March and 1Q26 revenue on AI server strength
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
Friday 10 April 2026
Weblink International: Apple Mac mini and MacBook Neo drive strong sales, boosting operational momentum
Weblink International reported rising PC costs from tight memory supply and strong commercial demand driven by AI, boosting March and first-quarter 2026 revenue; global readers should...