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    Memory shortage cuts smartphone OLED shipments in 1Q26
    2h 8min ago
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    2h 8min ago
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    2h 8min ago
    China seeks South Korean chip suppliers to bypass US controls
    2h 9min ago
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    2h 9min ago
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    2h 9min ago
    NEWS TAGGED EXPANSION
    Tuesday 19 May 2026
    MediaTek probe jolts Taiwan lawmakers as market shifts
    As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest...
    Tuesday 19 May 2026
    Analyzing XFusion's global server expansion: strategic supply chain routes, regional dynamics, and pricing trends

    Introduction

    Tuesday 19 May 2026
    SpaceX listing buzz sends Taiwan's satellite suppliers into expansion mode

    As the world races to build next-generation communications networks in low-Earth orbit (LEO), signs are emerging that Elon Musk's SpaceX...

    Tuesday 19 May 2026
    Satellite communications boom drives Winsemi, AWSC into W band
    SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
    Tuesday 19 May 2026
    CyCraft expands Japan push with NTT and Future for AI-managed security services
    CyCraft announced an expansion of its Japan strategy at its CyCraft Day Japan partner summit, teaming with local cybersecurity providers, including NTT Security and Future Secure Wave,...
    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
    Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0
    Taiwan's information and communications technology (ICT) sector has reinforced its central role in the global artificial intelligence supply chain and unveiled an overseas expansion...
    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
    India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

    India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven...

    Sunday 17 May 2026
    Galatek targets advanced packaging market, eyes Taiwan foundries
    Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
    Saturday 16 May 2026
    China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
    China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...
    Friday 15 May 2026
    Fiber shortage deepens as orders for Chinese vendors extend to 2027
    The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
    Friday 15 May 2026
    Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins
    Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During...
    Friday 15 May 2026
    TCL tightens grip on Guangzhou LCD hub, unleashes US$4 billion OLED expansion
    China's TCL Technology is deepening its control over its Guangzhou display manufacturing base while accelerating OLED investment, reflecting its broader push to cement a leading position...
    Friday 15 May 2026
    Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts
    Ubiqconn Technology reported consolidated revenue of NT$130 million in April 2026, down 25% month-over-month and down 20% year-over-year, and cumulative revenue for the first four...
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    supermicro
    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