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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    10min ago
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    10min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    10min ago
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    10min ago
    BOE shifting away from low-price competition
    10min ago
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    10min ago
    NEWS TAGGED IC MANUFACTURING
    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    Monday 27 July 2026
    India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility
    Indian defense engineering company Paras Defense and Space Technologies said its semiconductor subsidiary, Paras Semiconductors, will invest INR62 billion (approx. US$643.79 million)...
    Monday 27 July 2026
    Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

    Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion...

    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    IDMs target AI margins, boosting Taiwan power suppliers
    International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...
    Monday 27 July 2026
    Samsung bolsters energy team as chip projects test power supply
    Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion...
    Monday 27 July 2026
    Disco lifts first-half profit forecast on steady AI equipment demand
    Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Sunday 26 July 2026
    KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion
    TSMC supplier LCY Group President Bowei Lee said private equity firm KKR & Co. plans to gradually divest its holdings in businesses affiliated with the Taiwanese chemical group,...
    Sunday 26 July 2026
    Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection
    This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...
    Saturday 25 July 2026
    89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

    AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

    Saturday 25 July 2026
    Rapidus links 2nm chips, HBM and advanced packaging in AI foundry strategy
    Rapidus is treating advanced packaging as a central part of its 2nm foundry strategy, not a downstream assembly service. The Japanese chipmaker aims to connect design enablement, front-end...
    Saturday 25 July 2026
    Taiwan's chip partnerships widen beyond fabs to AI, photonics and quantum
    Taiwan's semiconductor industry is expanding overseas while deepening cooperation with the US, Europe, and Asia across advanced packaging, AI infrastructure, research, talent, cybersecurity,...
    Saturday 25 July 2026
    Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking
    Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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