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Friday 11 September 2026
TPK, GIS post mixed August sales as 2H26 demand stays cautious
Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half...
Friday 11 September 2026
More memory won't fix AI's bottleneck, says Microsoft's Azure hardware chief
Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision —...
Thursday 10 September 2026
Foxsemicon hits record 2Q26 revenue on Thailand ramp-up
Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...
Thursday 10 September 2026
Apple added flat US$100 to every iPhone and rebuilt A20 Pro around memory
Two things happened at Apple's September 9 launch that belong in the same story: the company raised the price of every iPhone it sells by exactly US$100, and it introduced a chip whose...
Thursday 10 September 2026
China's Nvidia rivals raise prices as HBM shortage bites
Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding...
Thursday 10 September 2026
AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand
AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...
Thursday 10 September 2026
Phison pushes in-house AI solutions as August revenue surges to record high
Phison Electronics continues to benefit from the rapid growth in demand for artificial intelligence (AI) infrastructure, AI inference, and enterprise storage, with its Phison AI Data...
Thursday 10 September 2026
SK Hynix says 3D DRAM will borrow from logic foundry playbook
SK Hynix is signaling a shift in memory design that could matter far beyond South Korea. By adopting logic foundry techniques for 3D DRAM, the company is moving toward a future where...
Thursday 10 September 2026
CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

China's leading DRAM maker ChangXin Memory Technologies (CXMT) has begun trial production of HBM3, but its initial yield has reportedly...

Thursday 10 September 2026
Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market
Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment,...
Wednesday 9 September 2026
Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung...

Wednesday 9 September 2026
Samsung turns to Japan for packaging edge, narrows HBM gap with SK Hynix

Samsung Electronics has opened an advanced packaging research center in Yokohama, bringing development work closer to Japanese suppliers...

Wednesday 9 September 2026
Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Kioxia has ruled out deeper manufacturing ties with SK Hynix while resisting another round of aggressive NAND price increases, leaning...

Wednesday 9 September 2026
CXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve...

Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...