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    AI demand reshapes capital allocation and operating models in telecom sector
    12min ago
    TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity
    18min ago
    China's EV boom enters a phase of overcapacity cleanup
    21min ago
    HS Hyosung joint venture to invest KRW1.2 trillion in Ulsan silicon anode plant
    33min ago
    Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028
    38min ago
    Tesla sets up Vietnam unit as VinFast dominates
    38min ago
    Chinese tech firms deepen open source push amid AI pacing debate
    38min ago
    Ainos pushes AI Nose into semiconductor front-end manufacturing
    45min ago
    Samsung Display deepens ties with Vivo's iQOO through dedicated OLED line
    45min ago
    Corning sees CPO and glass core as new semiconductor battlegrounds
    Sep 14, 18:47
    China optical transceivers avoid US FCC curbs as NPO and CPO compete in high-speed links
    Sep 14, 18:46
    China's AIDC token costs hinge on access to advanced GPUs
    Sep 14, 18:46
    NEWS TAGGED INVESTMENT
    Tuesday 15 September 2026
    AI's next bottleneck may be profitability, not compute, SK chair warns
    For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
    Tuesday 15 September 2026
    Taiwan's carbon pricing enters new phase with carbon fee, ETS on parallel tracks
    Taiwan's carbon fee has officially taken effect, marking a major step in the country's efforts to reduce greenhouse-gas emissions, while the government is preparing to introduce an...
    Tuesday 15 September 2026
    Nvidia, MediaTek deepen 20-year chip ties

    Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding...

    Tuesday 15 September 2026
    Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
    PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
    Tuesday 15 September 2026
    UK backs SaxaVord Spaceport with GBP30M for orbital launches

    The UK government has pledged GBP30 million (approx. US$40.6 million) to SaxaVord Spaceport in Shetland, placing domestic orbital launch...

    Tuesday 15 September 2026
    Swiss drone maker shifts production to Taiwan

    Shinkong Synthetic Fibers Corporation (SSFC) is working with Swiss drone company Jedsy through its investment in Earthbook, bringing...

    Monday 14 September 2026
    UAE commits EUR40B to expand Germany ties in AI, energy and defense
    The United Arab Emirates said it plans to invest EUR40 billion in Germany, or about US$46 billion, across artificial intelligence, energy and defense as it deepens economic and strategic...
    Monday 14 September 2026
    AI power demand pushes Taiwan to overhaul energy rules
    Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In...
    Monday 14 September 2026
    Behind the BRICS handshake: How far can the China-India reset go?
    China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using...
    Monday 14 September 2026
    Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

    Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

    Monday 14 September 2026
    Taiwan eases investment rules for AI center infrastructure projects
    Taiwan's government has limited budgets to build the AI computing infrastructure the country needs, and infrastructure that a government runs itself cannot easily turn a profit. To...
    Monday 14 September 2026
    AI's energy demand ignites global nuclear rush, straining Taiwan's restart
    A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...
    Monday 14 September 2026
    A Taiwan PCB maker's China affiliate is worth three times its parent — and the parent just bought more of it

    UK-based investment firm Palliser Capital announced on September 9 that following several months of constructive dialogue with the management...

    Sunday 13 September 2026
    AI server tracker: Taiwan optics race beyond 1.6T

    Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

    Friday 11 September 2026
    Why Chinese automakers' aggressive push only further tightens CATL's grip
    Supply diversification has long been a recurring — and difficult — issue confronting the high-tech manufacturing ecosystem. But efforts to diversify component and materials...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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