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Thursday 7 May 2026
Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion
Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions...
Thursday 7 May 2026
MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD
MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...
Thursday 7 May 2026
Nuvoton BMC demand grows as per-rack chip count rises to 120
Nuvoton is seeing stronger demand for baseboard management controller (BMC) chips as AI servers drive higher requirements for remote server control and system monitoring. The company...
Thursday 7 May 2026
Transcom sees overseas defense orders drive revenue and production into 2026
Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
Thursday 7 May 2026
Arm shifts focus to high-value silicon to bypass mobile growth plateau
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
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...
Thursday 7 May 2026
Nvidia, Corning partner to boost US optical manufacturing capacity 10x
Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity...
Thursday 7 May 2026
Arm's licensing surge masks smartphone market slowdown
Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
Thursday 7 May 2026
Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends
Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...
Thursday 7 May 2026
Memory hikes slow telecom orders, but network chipmakers stay upbeat
Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
Thursday 7 May 2026
Snapdragon tops India's chipset trust rankings: Counterpoint Research
A Counterpoint Research survey finds Snapdragon is India's most trusted chipset brand across smartphones, audio, XR devices, and passenger vehicles, signaling that chipset performance...
Thursday 7 May 2026
Intel targets entry-level advanced packaging, draws interest from Google and Amazon
Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays...
Wednesday 6 May 2026
Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...
Wednesday 6 May 2026
AEM CEO says AI upends semiconductor testing
Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...
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...