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    AI demand driven structural chip shortage threatens auto industry
    4h 53min ago
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    4h 53min ago
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    4h 53min ago
    Samsung foundry to see turnaround as Chinese clients return in 2026
    4h 56min ago
    Analysis: Chip inflation is a major supply chain risk in 2026
    6h 58min ago
    China's AI path: Looking back at DeepSeek's one year anniversary
    6h 58min ago
    NEWS TAGGED INVESTMENT
    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    Lutnick warns memory chipmakers may face 100% tariffs without US production

    Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

    Thursday 22 January 2026
    Taiwan says investment decisions remain with firms, even with US push for local manufacturing
    Taiwan's Executive Yuan Vice Premier Li-Chun Cheng and Minister without Portfolio and chief trade negotiator Jen-Ni Yang held a press conference on January 20, 2026, accompanied by...
    Wednesday 21 January 2026
    Sequoia Capital signals potential investment shift to Anthropic
    Sequoia Capital is reportedly set to participate in a major funding round for AI startup Anthropic, marking a departure from its traditional practice of avoiding investments in direct...
    Wednesday 21 January 2026
    Jabil invests in semiconductor power systems, expanding chipmaking footprint
    Jabil Inc., the global manufacturing and supply-chain services company, said on Tuesday that it had made a strategic minority investment in Eagle Harbor Technologies, a Seattle-based...
    Wednesday 21 January 2026
    Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
    Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...
    Wednesday 21 January 2026
    Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment
    After the Ministry of National Defense (MND) of Taiwan completed a classified report to the Legislative Yuan on a special military procurement bill totaling NT$1.25 trillion (approx...
    Wednesday 21 January 2026
    Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
    The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
    Monday 19 January 2026
    US-Taiwan trade pact clears path for tech supply chain hubs in America
    The US and Taiwan have reached a trade breakthrough that lowers reciprocal tariffs to 15% and applies most-favored-nation treatment without stacking, creating new momentum for Taiwanese...
    Monday 19 January 2026
    US-Taiwan investment MOU brings clarity on future auto tariffs
    After months of negotiation, the United States and Taiwan have reached a provisional breakthrough in their tariff talks, signing a memorandum of understanding on investment cooperation...
    Monday 19 January 2026
    US-Taiwan defense ties deepen by 15% tariff cap
    After securing a 15% tariff cap, the next step is to examine future directions of US-Taiwan bilateral cooperation. Aside from establishing models to help Taiwanese companies enter...
    Monday 19 January 2026
    Taiwan PCB industry gearing up for record investment driven by AI cloud computing
    Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
    Saturday 17 January 2026
    TSMC speeds up US expansion while keeping FX strategy simple
    TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...
    Saturday 17 January 2026
    TSMC chair confirms long-term AI demand and commitment to US expansion
    At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
    Friday 16 January 2026
    How the 'Taiwan Model' works in Washington's latest tariff deal
    After months of high-stakes negotiations, Taiwan has secured a reciprocal tariff rate of 15% with the United States. Officials in Taipei are presenting the result as both a diplomatic...
    3/67 pages
    NTN special report
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook