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    Trump weighs Apple China chip deal as CXMT runs full
    1min ago
    China GPU race, Part 2: Moore Threads, MetaX, Biren and Enflame pursue four formulas for breaking Nvidia's grip
    25min ago
    NEWS TAGGED DEMAND
    Tuesday 25 August 2026
    Taiwan AI server supply chain expands China footprint
    Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...
    Tuesday 25 August 2026
    AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way
    Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...
    Tuesday 25 August 2026
    AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26
    AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for...
    Tuesday 25 August 2026
    US voices first complaint over South Korea's KRW800 trillion chip cluster as investment pressure mounts
    The US has informally expressed dissatisfaction with the South Korean government's KRW800 trillion (US$578.5 billion) plan to build a semiconductor cluster in the country's southwest...
    Tuesday 25 August 2026
    Energy law amendments lift AI data center storage demand in Taiwan
    AI data centers will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery energy...
    Tuesday 25 August 2026
    OmniVision's CIS business slips, but machine vision and robotics surge 71%
    OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine...
    Tuesday 25 August 2026
    Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
    AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
    Tuesday 25 August 2026
    Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

    Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing...

    Tuesday 25 August 2026
    Samsung SDI cashes out Samsung Display stake to fund battery expansion

    Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part...

    Tuesday 25 August 2026
    Toyota and Honda's US manufacturing push could reshape market share, not just tariffs
    Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...
    Tuesday 25 August 2026
    Nvidia Groq 3 LPX enters full production for faster agentic AI inference

    Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide...

    Tuesday 25 August 2026
    Broadcom's debt push signals AI compute is becoming Wall Street asset class
    The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...
    Tuesday 25 August 2026
    SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip
    The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical...
    Tuesday 25 August 2026
    Samsung Display resumes A7 construction as foldable demand rebounds

    Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project...

    Tuesday 25 August 2026
    Inergy server share hits 47% on cooling, BBU demand

    Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47%...

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    BIZ FOCUS
    Aug 25, 08:00
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
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