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    Wednesday 6 May 2026
    GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
    Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
    Wednesday 6 May 2026
    Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
    Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...
    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
    GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...
    Wednesday 6 May 2026
    Eris Technology posts record April revenue on AI robot and server demand
    Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...
    Wednesday 6 May 2026
    Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
    Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
    Wednesday 6 May 2026
    China's cloud providers raise AI prices as model usage surges
    Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
    Wednesday 6 May 2026
    Seetel secures JC-STAR dual certification to enter Japan energy storage market
    Taiwan startup Seetel New Energy announced on May 5 that its self-developed energy management and battery management systems have passed Japan Cyber STAR certification from the Information-technology...
    Wednesday 6 May 2026
    Germany now forecast to miss 2030 BEV target as ICE cars remain dominant
    Germany's rollout of battery electric vehicles (BEV) fell far short of earlier aims, with new forecasts indicating the country will not reach the coalition government's 15 million...
    Wednesday 6 May 2026
    iPhone 17 topples charts as memory costs threaten midrange Android momentum
    Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint,...
    Wednesday 6 May 2026
    China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift
    As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their...
    Wednesday 6 May 2026
    TV panel prices stall as China cuts output to defend prices
    The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
    Wednesday 6 May 2026
    SoftBank, Intel target HBM limits with 9-layer memory
    SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints...
    Wednesday 6 May 2026
    How Plug and Play is bridging Taiwan's deep tech startups with Silicon Valley capital
    For much of the past decade, Taiwan watched from the sidelines as global venture capital poured into software. The island's world-class manufacturers, semiconductor giants, and precision...
    Tuesday 5 May 2026
    Google's TPU push hits Nvidia's neocloud grip

    Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook