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    Wednesday 29 April 2026
    CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
    Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
    Wednesday 29 April 2026
    Adata reports soaring earnings on strong memory demand

    A surge in demand for AI is fueling a powerful upswing in the memory market, propelling Adata to record-breaking results at the start of...

    Wednesday 29 April 2026
    Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer
    Taiwan's drone export momentum continues to surge, with first-quarter 2026 shipments already surpassing the entire 2025 annual total. The market landscape has shifted as well, with...
    Wednesday 29 April 2026
    American-made Fords are selling out in Taiwan — and prices are going up to match
    Ford's Taiwan distributor, Ford Lio Ho, is raising prices on 2026 model-year vehicles built in the US, citing rising shipping costs and surging demand that has outpaced supply.
    Wednesday 29 April 2026
    CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up
    On April 27, CATL and HyperStrong signed a strategic cooperation agreement for sodium-ion batteries, marking what multiple reports described as a major step toward large-scale commercialization...
    Wednesday 29 April 2026
    Memory test capacity stays high as substrate prices may rise in 2Q26
    The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
    Tuesday 28 April 2026
    Nvidia signs record Bengaluru office lease as India AI push accelerates
    Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space,...
    Tuesday 28 April 2026
    Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
    Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Tuesday 28 April 2026
    Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

    Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables
    An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies,...
    Tuesday 28 April 2026
    Cadence signals strong start to 2026 as AI drives growth across EDA and IP

    Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

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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