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Friday 6 November 2026
China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead
Chinese semiconductor equipment makers report record orders extending into 2027, with AI-driven investment in advanced memory, logic chips and packaging strengthening demand for domestic...
Friday 6 November 2026
Taiwan-UK tech ties could support Europe's chip autonomy drive
Taiwan and the UK are deepening technology ties as supply-chain restructuring and industrial security reshape semiconductor strategy. A new bilateral arrangement covers semiconductors,...
Friday 6 November 2026
Commentary: YMTC's record NAND profits mask bigger risks behind its reported IPO delay
YMTC's parent company, CCSH Corporation, had planned to raise CNY33 billion (approx. US$4.93 billion) through an IPO on Shanghai's STAR Market to finance production-line upgrades and...
Friday 6 November 2026
Taiwan’s Niching posts 369% operating profit jump after folding in thermal-management maker
Niching Industrial reported a 369% year-on-year increase in 3Q26 operating profit to NT$45.05 million (US$1.37 million), as the consolidation of Ming Chun Yuan boosted manufacturing...
Friday 6 November 2026
Foxtron stresses localized supply chains as protectionism rises
Foxconn-backed Foxtron GM Adam Chen said the company exported EVs to Australia and New Zealand in September this year, signed an agreement with Mitsubishi Fuso to develop electric...
Friday 6 November 2026
Taiwan-US teams target Navy unmanned boat tender
As Taiwan's drone procurement program moves forward, the Navy is preparing to acquire more than 1,300 small suicide unmanned boats, with a budget approaching NT$30 billion (US$913...
Friday 6 November 2026
Taiwan targets reusable rocket manufacturing in 2027 strategy to rival SpaceX
US space company SpaceX has developed reusable Falcon 9 and Falcon Heavy rocket boosters, saving between US$32 million and US$46.5 million every time a booster is reused. To date,...
Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
Samsung SDS begins construction of 60MW AI data center to support factory robots
Samsung SDS has begun construction of a 60MW AI data center in Gumi, South Korea, to support industrial robots and other AI applications. The project marks the first concrete step...
Friday 6 November 2026
Taiwan's server makers commit billions to Texas as new governor vows data center moratorium
Taiwanese server makers have committed billions of dollars to manufacturing facilities in Texas over the past two years. Now, the state's incoming governor has pledged to suspend new...
Thursday 5 November 2026
Taiwan tech firms disclose US$2.9 billion in Texas factory commitments as data center curbs loom
Eight Taiwanese electronics manufacturers have disclosed approximately US$2.9 billion in factory-related asset transactions and investment plans in Texas since January 2024, accounting...
Thursday 5 November 2026
EU launches EUR525 million push to close chip design gap
The European Union has launched a EUR525 million (approx. US$590 million) initiative to strengthen its semiconductor design industry, seeking to narrow the gap with the US and China...
Thursday 5 November 2026
China's Big Fund III pivots to 12-inch chip fabs, equipment acquisitions to close semiconductor supply chain gaps
China's National Integrated Circuit Industry Investment Fund Phase III (Big Fund III) is shifting its focus from targeted semiconductor investments to large-scale manufacturing and...
Thursday 5 November 2026
Ukraine's top unmanned fleet developer looks to Taiwan for critical components
Ukrainian defense tech company UFORCE, creator of the Magura unmanned surface vessel credited with disabling or sinking 19 Russian warships in the Black Sea and emerging as a primary...
Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...