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    Insight: Alibaba built a three-layer AI investment strategy around chips, memory and models
    10h 57min ago
    UK opens up more to China as international academic collab shifts
    10h 57min ago
    Commentary: Intel must prove AI demand can turn into deliverable capacity
    10h 58min ago
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    11h 11min ago
    US auto industry races to replace China-linked connected vehicle hardware and software
    11h 15min ago
    NEWS TAGGED DEMAND
    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...
    Thursday 16 July 2026
    Thunder Tiger splits drone unit into specialized entities for anti-drone systems, engines
    Thunder Tiger is widening its drone business in Taiwan and the US as it prepares new models for 2026, sets up two new entities, and advances work tied to counterdrone systems and aircraft...
    Thursday 16 July 2026
    Taiwan power device makers gain from automotive inventory buildup and order shifting
    Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
    Thursday 16 July 2026
    AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results
    Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...
    Thursday 16 July 2026
    Chip inflation drives phone prices higher, clouds 2027 demand
    Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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