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Monday 19 October 2026
Taiwan plans 25 gas-fired units to secure power for 10 years
Taiwan's Ministry of Economic Affairs plans to add 25 gas-fired power units with a combined capacity of 26GW to meet rising electricity demand from the semiconductor industry and AI...
Monday 19 October 2026
Memory giants lock in up to 70% of capacity under long-term deals as AI demand reshapes industry cycles
AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. As supply tightens and contract prices surge in 2026, major AI companies and...
Monday 19 October 2026
CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround
China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT), expects to report net profit of CNY131 billion to CNY132.5 billion (≈ US$19.58 billion to US$19.8 billion)...
Monday 19 October 2026
Hanmi targets 2027 Wide TC Bonder launch, expands 2.5D AI chip packaging lineup
South Korean semiconductor equipment maker Hanmi Semiconductor showcased its high-bandwidth memory (HBM) and AI chip packaging equipment at SEDEX 2026, including the TC Bonder 4 for...
Monday 19 October 2026
TECO shifts toward integrated solutions as AI drives demand for power, infrastructure
TECO Electric & Machinery is shifting from a motor-focused manufacturer to a platform-based provider of integrated power, energy, drive-system, and AI infrastructure solutions,...
Monday 19 October 2026
Memory squeeze leaves Brightek short on chips; Chinese automakers line up for Nantong plant
LED packaging manufacturer Brightek Optoelectronic expects its automotive revenue share to exceed 60%, up from around 50%, following the opening of its Nantong plant and higher shipments...
Monday 19 October 2026
AI memory demand lifts Samsung, SK Hynix 2027 outlook
AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
Monday 19 October 2026
TECO's modular data center validation nears completion
TECO Electric and Machinery chairman Morris Li said the company has entered the final stage of testing its modular data center (MDC) solution. The company is targeting opportunities...
Monday 19 October 2026
Semiconductor equipment demand rises as risks curb AI bubble
SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
Monday 19 October 2026
Space solar outsourcing heats up as Taiwan targets non-SpaceX players
As advances in aerospace technology lower the barriers to launching and building low-Earth orbit (LEO) satellites, emerging satellite operators worldwide are driving demand for outsourced...
Saturday 17 October 2026
TECO targets AI data center growth with energy storage, transformers
TECO Electric and Machinery participated in Energy Taiwan on October 14, showcasing its smart microgrid solutions and outlining the future development of its power and energy business...
Friday 16 October 2026
Gemtek partners with Starman to make optical transceivers in US
On October 15, network equipment maker Gemtek Technology announced a strategic partnership with Starman New Photonics, a subsidiary of Starman Holdings, to form a joint venture in...
Friday 16 October 2026
Taiwan to build industrial parks in US; Texas site already found
Taiwan plans to set up industrial parks in the US to help its supplier ecosystem reach customers like Nvidia and other local hardware manufacturers. It is starting with a complex in...
Friday 16 October 2026
AI server tracker: semiconductor testing and design services rally on compute demand
Within AI server tracking data, a clear parallel growth trajectory has emerged between semiconductor testing interface providers and chip design houses. Driven by the surge in artificial...
Friday 16 October 2026
Samsung to break ground on second Texas chip fab in November
Samsung Electronics plans to begin construction of its second semiconductor fabrication plant in Taylor, Texas, in November 2026, moving ahead with its US foundry expansion as its...