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Thursday 16 July 2026
Taiwan OSATs expand non-China capacity with US and SEA push
As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
Thursday 16 July 2026
TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

Thursday 16 July 2026
Nfore's Taiwan listing points to rising demand for software-led auto connectivity
Nfore Technology is set to list on Taiwan's emerging stock board on July 22, betting that demand for connected-car systems, smart cockpits, and vehicle software will keep rising as...
Thursday 16 July 2026
TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

Thursday 16 July 2026
TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

Thursday 16 July 2026
Beyond AI: Resilient consumer demand widens semiconductor supply crunch
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
Thursday 16 July 2026
TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026
InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...
Thursday 16 July 2026
Baiwei Storage forecasts sharp first-half profit surge on AI memory demand
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips...
Thursday 16 July 2026
Samsung weighs outsourcing Google TPU back-end design as 2nm demand grows

Samsung Electronics is considering outsourcing some or all of the back-end design work for an input/output die in Google's reported...

Thursday 16 July 2026
Commentary: Chip lead times extend as cloud AI squeezes capacity
Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
Thursday 16 July 2026
Memory and CPU supply gaps threaten server shipments in 3Q26
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...
Thursday 16 July 2026
ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
Thursday 16 July 2026
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
Thursday 16 July 2026
Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand
Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026...