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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    6h 8min ago
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    6h 8min ago
    BYD accelerates in-house chip push with 4nm Xuanji A3
    6h 8min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    6h 8min ago
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    6h 9min ago
    NEWS TAGGED DEMAND
    Monday 3 August 2026
    Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices
    AI-driven chip shortages, rising memory costs and intensifying foundry competition dominated the technology sector, with Intel reviving DDR4 platforms, Qualcomm raising prices, Samsung...
    Monday 3 August 2026
    Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift
    Doosan Group's agreement to acquire a controlling stake in SK Siltron for KRW2.3 trillion (US$1.6 billion) will expand its semiconductor footprint from materials and testing into wafer...
    Monday 3 August 2026
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
    Monday 3 August 2026
    ROEC eyes AI optical communications without competing

    Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

    Monday 3 August 2026
    Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
    Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
    Monday 3 August 2026
    AI server demand revives long-term MLCC supply agreements as shortages intensify
    Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...
    Monday 3 August 2026
    Realtek sees broad 2026 growth despite cost pressure and uneven demand
    Taiwanese IC design house Realtek said on July 29 that it expects all of its product lines to grow year-on-year in 2026, even as tight supply in memory, substrates, and mature-node...
    Sunday 2 August 2026
    Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
    Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
    Saturday 1 August 2026
    Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

    Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned...

    Saturday 1 August 2026
    Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
    Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
    Saturday 1 August 2026
    Elite Material posts record 2Q result on strong AI-related demand
    Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record...
    Saturday 1 August 2026
    AUO sells two plants in two days and expects up to NT$17.7 billion gain
    AUO said it moved to accelerate asset monetization in Taiwan by selling another factory on July 30 after announcing a separate disposal. The display maker agreed to sell its C5E plant...
    Saturday 1 August 2026
    Realtek, Elan, and Parade set the tone for PC chip demand
    As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
    Friday 31 July 2026
    Analysis: The AI buildout stopped being a demand story

    For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

    Friday 31 July 2026
    Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

    Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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