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    AI server demand locks up memory supply through 2027, prices seen holding firm
    1min ago
    Data center power and cooling overhaul will reshape global AI infrastructure
    2min ago
    OpenAI's growth slowdown raises questions over AI expenditure
    2min ago
    Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents
    8min ago
    NXP signals structural growth as automotive and industrial drive momentum
    14min ago
    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    Apr 28, 19:32
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    Apr 28, 19:32
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    Apr 28, 19:32
    NEWS TAGGED GROWTH
    Wednesday 29 April 2026
    Taiwan logs record chip exports, AI demand outpaces geopolitical risk
    As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...
    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
    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
    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
    Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
    Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...
    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
    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
    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...

    Tuesday 28 April 2026
    Strong demand and advanced packaging execution drive Amkor's upbeat quarter
    Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
    Tuesday 28 April 2026
    AI-driven demand and record backlog fuel Cadence's strong start to 2026
    Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
    Tuesday 28 April 2026
    Why the AI boom still runs through Taiwan — and why that won't change
    As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
    Tuesday 28 April 2026
    Taiwan's Tmytek targets profitability with push into satellite communications

    TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional...

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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