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    Memory shortage reshapes smartphone SoC market as MediaTek and Qualcomm lose share
    Apr 29, 18:00
    Lightelligence's HK listing signals China’s CPO push gaining momentum
    Apr 29, 18:00
    Samsung highlights 4nm FinFET as AI chip demand rises
    Apr 29, 18:00
    South Korea's OLED share rebounds to 68.7% in 2025
    Apr 29, 18:00
    Taiwan and Europe push localised drone countermeasure tech
    Apr 29, 18:00
    Low-Earth-orbit satellite market takes shape as Taiwan suppliers secure positions
    Apr 29, 18:00
    NEWS TAGGED IC MANUFACTURING
    Thursday 30 April 2026
    Google's TPU shortage lays bare a widening AI infrastructure edge
    The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...
    Thursday 30 April 2026
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
    Wednesday 29 April 2026
    UMC profit doubles, touts Intel-backed US manufacturing option
    United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago...
    Wednesday 29 April 2026
    China OSAT leader JCET expands in advanced packaging, profit climbs
    China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
    Wednesday 29 April 2026
    TSMC exits Arm investment with US$231 million sale
    TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
    Wednesday 29 April 2026
    Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
    As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity

    Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

    Wednesday 29 April 2026
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

    The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

    Wednesday 29 April 2026
    Hsinchu water restrictions ease as reservoirs rebound
    Taiwan's Water Resources Agency (WRA) disaster emergency response team held its third working meeting on April 27, deciding to downgrade the water status signal in Hsinchu from a "pressure-reducing"...
    Wednesday 29 April 2026
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
    Wednesday 29 April 2026
    NXP signals structural growth as automotive and industrial drive momentum
    NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...
    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
    NXP advances VSMC and ESMC projects with ramp timelines on track
    NXP Semiconductors and Vanguard International Semiconductor (VIS) are making steady progress on the VSMC manufacturing project, with execution now entering a more advanced stage as...
    Wednesday 29 April 2026
    Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market
    Kemflo announced it is positioning its BIM design and recycling technologies to capture growing demand for industrial water treatment from the semiconductor and electronics sectors,...
    Wednesday 29 April 2026
    NXP beats expectations and lifts outlook on improving chip demand
    NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...
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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