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    SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
    18min ago
    Taiwan researchers create non-toxic blue-light material that could enable glasses-free 3D displays
    52min ago
    NEWS TAGGED DEMAND
    Wednesday 6 May 2026
    Germany now forecast to miss 2030 BEV target as ICE cars remain dominant
    Germany's rollout of battery electric vehicles (BEV) fell far short of earlier aims, with new forecasts indicating the country will not reach the coalition government's 15 million...
    Wednesday 6 May 2026
    iPhone 17 topples charts as memory costs threaten midrange Android momentum
    Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint,...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
    Wednesday 6 May 2026
    GlobalFoundries signals stronger second half despite mixed end-market demand
    GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
    Wednesday 6 May 2026
    Transcend reports record April revenue as memory shortage drives prices higher
    Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher...
    Wednesday 6 May 2026
    TV panel prices stall as China cuts output to defend prices
    The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
    Wednesday 6 May 2026
    From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
    Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
    Wednesday 6 May 2026
    Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook
    Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.
    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    Ardentec's Longtan plant to start AI ASIC testing in 3Q26
    Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from...
    Tuesday 5 May 2026
    European delegation meets Taiwan industry to bolster counter-drone cooperation
    A European delegation's closed-door talks with Taiwanese industry on counter-drone systems highlight accelerating global security implications as drone warfare evolves rapidly, informed...
    Tuesday 5 May 2026
    Google's TPU push hits Nvidia's neocloud grip

    Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

    Tuesday 5 May 2026
    AMI capacity sold out through 2028 as CCL makers race for high-end tools

    The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

    Tuesday 5 May 2026
    Another Qualcomm exec joins Intel to lead PC and physical AI unit
    Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...
    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
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    TechForum0520
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook