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Monday 10 August 2026
Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck
Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...
Monday 10 August 2026
Nvidia reportedly weighs up to US$3B stake in Lancium

Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity...

Monday 10 August 2026
Taiwan sees limited chip impact from new US polysilicon tariff

The US signed a presidential proclamation on August 6 (ET) imposing a 15% tariff on polysilicon and related products from all countries,...

Monday 10 August 2026
China’s new renewable rules drive a surge in hydrogen investment
China’s tighter renewable-energy compliance rules have opened the way for green hydrogen, green ammonia, and green methanol to be included in the country’s minimum renewable-energy...
Saturday 8 August 2026
TSMC vs. UMC and beyond: the hostile bids that forged Taiwan's chip dominance

Powerchip chairman Frank Huang, who spent much of his career mirroring the trajectory of Taiwan's memory and foundry industries and...

Saturday 8 August 2026
Clevo bets on differentiated design for 2H26 notebook growth
Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid...
Saturday 8 August 2026
Interview: SailPoint says Taiwan hardware leads but identity governance lags
Taiwan's hardware manufacturing sector leads globally, but the country's level of investment in cybersecurity software and identity governance still ranks in the back half of the Asia-Pacific...
Saturday 8 August 2026
Nova Technology posts record second-quarter and first-half profit on strong order recognition
Nova Technology posted record second-quarter and first-half 2026 profit as orders from semiconductor, memory, and advanced packaging customers continued to drive revenue recognition...
Friday 7 August 2026
SK hynix Invests 54T Won in Y2 and M17 Fabs

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing...

Friday 7 August 2026
Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence...

Friday 7 August 2026
SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds
SK Hynix has approved roughly KRW54 trillion (approx. US$39 billion) in new fab construction across two domestic sites, allocating KRW35.2 trillion to a second Yongin fab and KRW19.1...
Friday 7 August 2026
South Korea welcomes Trump polysilicon rules as boost to non-China suppliers
US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing,...
Friday 7 August 2026
SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion,...

Friday 7 August 2026
Taiwan's film and TV industry expands as more local films top NT$100 million
Taiwan's Development of Cultural and Creative Industries Act has formally designated the film and TV industry as one of the island's national strategic industries. Companies investing...
Friday 7 August 2026
Commentary: Why playing it safe could cost Taiwan the next battery boom

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding...