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Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
Thursday 23 July 2026
Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US
Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened...
Thursday 23 July 2026
Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
Thursday 23 July 2026
Laser source outsourcing pushes back CPO rollout
While the commercialization timeline for co-packaged optics (CPO) has not accelerated as expected from the AI data center-driven demand for high-speed transmission, industry players...
Thursday 23 July 2026
ITRI, tech execs tackle AI power and thermal bottlenecks at forum as chip demand soars
As AI computing drives surging electricity demand and heat generation, Taiwan's government-funded Industrial Technology Research Institute (ITRI) brought together government officials...
Thursday 23 July 2026
With competitiveness hitting record levels, Taiwan should learn from US in talent retention, urges president
With Taiwan's competitiveness setting a new high, President Ching-te Lai on July 21 called on local companies to learn from the US and work together to retain talent. The remarks came...
Wednesday 22 July 2026
Explainer: Why Wistron opened a factory in Texas — why it's the first node in America's reindustrialization

When Wistron opened its 324,000-square-foot plant in Fort Worth, Texas on July 21, it was easy to read the moment as a single company's...

Wednesday 22 July 2026
Samsung sounds out suppliers on four new fabs by 2030, report says
Samsung Electronics is sounding out major suppliers about whether they can support four proposed new semiconductor fabrication plants through 2030, as South Korea's chipmakers prepare...
Wednesday 22 July 2026
CPO commercialization opens new SiPh packaging race for Taiwan OSATs

Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional...

Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
Albany NanoTech Complex acquires ASML High NA EUV tools for chip research
Parts of ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machine have arrived in New York state, where they will be used for chipmaking R&D....
Wednesday 22 July 2026
TSMC raises 2027 chip prices, giving Intel fresh pricing room

TSMC's planned 2027 wafer price increases are reinforcing confidence that AI chip demand remains strong while prompting fresh discussion...

Wednesday 22 July 2026
Chinese equipment makers win early production orders as TGV packaging moves beyond the lab

Chinese semiconductor equipment suppliers are beginning to secure production orders for through-glass via (TGV) manufacturing tools,...

Wednesday 22 July 2026
WAIC 2026: Enflame debuts China's first glass-based CoPoS AI chip sample

Chinese AI chip developer Enflame said at the World Artificial Intelligence Conference (WAIC) 2026 that it had jointly showcased an AI chip...

Wednesday 22 July 2026
Taiwan chip supply chain faces tighter green power pressure from Apple and Google
Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling...