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    NEWS TAGGED EXPANSION
    Friday 8 May 2026
    Nvidia, Corning lock in US AI optics expansion with new fiber plants
    Nvidia and Corning are expanding their partnership in a move that underscores how the artificial intelligence infrastructure race is rapidly shifting beyond GPUs and into optical connectivity,...
    Friday 8 May 2026
    TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
    TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...
    Friday 8 May 2026
    Surging AI demand tightens supply of key PCB material

    Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

    Friday 8 May 2026
    Taiwan government expands science parks as US-China tech war drags on
    Taiwan's government decided five years ago to expand science park development after concluding that the US-China tech war would not end soon, laying the groundwork for the Third Kaohsiung...
    Friday 8 May 2026
    TSMC eyes bigger US investment; Arizona chip expansion accelerates
    Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...
    Thursday 7 May 2026
    Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
    The Pentagon has deployed more than 100,000 AI agents through its GenAI.mil platform, marking a broader shift toward algorithm-driven warfare and expanding the US military's push into...
    Thursday 7 May 2026
    Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
    The Longtan Science Park expansion known as Longke Phase 3 is being resubmitted for review to the National Science and Technology Council in May as Taiwan Power Company prepares for...
    Thursday 7 May 2026
    Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
    Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
    Thursday 7 May 2026
    HTC reports steep April revenue decline as AI smart-glasses push expands overseas
    HTC on May 6 released operating results showing consolidated revenue for April 2026 dropped to NT$151 million (US$4.81 million), down 54.64% from March, while cumulative revenue for...
    Thursday 7 May 2026
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
    Wednesday 6 May 2026
    GlobalWafers reports weaker quarter as expansion weighs on margins

    GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

    Wednesday 6 May 2026
    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
    Wednesday 6 May 2026
    China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift
    As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
    Wednesday 6 May 2026
    GlobalFoundries signals stronger second half despite mixed end-market demand
    GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
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    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