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    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    7min ago
    Memory price hikes weigh on OLED shipments in 1Q26
    May 18, 19:08
    NEWS TAGGED DEMAND
    Monday 18 May 2026
    Pan Jit AI revenue hits 11% as orders stretch 6 months
    Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...
    Monday 18 May 2026
    Prosperity Dielectrics sees AI server power customers chasing MLCC supply
    Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
    Monday 18 May 2026
    TSMC's Japan fab signals a turning point for overseas manufacturing

    TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...

    Monday 18 May 2026
    China's car market enters a brutal shakeout
    China's auto market is entering a far more difficult phase. Domestic demand has slowed sharply, and for many carmakers the industry increasingly resembles a road with no visible end...
    Monday 18 May 2026
    Lianyou Metals rides tungsten, cobalt squeeze to record quarter

    Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand...

    Monday 18 May 2026
    Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
    Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
    Monday 18 May 2026
    Analysis: Memory crunch opens IPO window for China’s CXMT
    China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
    Monday 18 May 2026
    Getac gains from drone and defense demand as rugged PC supply chain struggles
    Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...
    Monday 18 May 2026
    Lotes holds prices to gain share as server and AI connectors drive record revenue
    Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that...
    Monday 18 May 2026
    Edge-cloud shift opens new growth runway for Taiwan's chip suppliers
    As generative AI proliferates across end devices, a distributed edge-cloud architecture is taking shape — shifting inference workloads from the cloud to local hardware to reduce...
    Monday 18 May 2026
    Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

    Nan Ya PCB, one of Taiwan's leading IC substrate...

    Monday 18 May 2026
    Memory shortage gives Team Group room to favor long-term customers

    Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply,...

    Monday 18 May 2026
    Ilitek eyes 2Q26 ramp for OLED TDDI and auto products
    Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...
    Sunday 17 May 2026
    AI drives Cisco orders, lifts Taiwan networking suppliers
    Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
    Sunday 17 May 2026
    Adlink bets on physical AI with robotics, healthcare, and semiconductors
    Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook