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    China’s IC designers expand AI interconnect efforts as Montage grows in DDR5 and TWSC targets CXL
    5h 49min ago
    Nvidia emerges as AI industry’s central bank amid cloud startup risks
    5h 49min ago
    Apple reportedly plans high-end HomeView with robotic arm
    5h 49min ago
    Rising memory costs push smartphone makers from LTPO to LTPS panels
    5h 49min ago
    Qiyi Technology’s Arizona fab projects drive order backlog to NT$4.476 billion
    5h 49min ago
    NEWS TAGGED OUTLOOK
    Wednesday 21 October 2026
    Cloud AI to drive chip growth in 2027 as Taiwan suppliers seek opportunities beyond weak consumer edge AI
    Market expectations for cloud AI demand have generally remained bullish through 2028-2029, with order visibility extending clearly over the next two to three years. The outlook for...
    Wednesday 21 October 2026
    Memory costs weaken e-reader demand as E Ink cuts 2026 outlook
    Surging memory prices are forcing e-reader makers to raise prices, weakening demand and clouding E Ink Holdings' 2026 outlook. E Ink has cut its revenue-growth forecast, while Netronix...
    Wednesday 21 October 2026
    AI infrastructure faces four hurdles: Power, construction, technology, funding
    At last week's SEMICON West 2026 industry outlook forum, research firms said investment in US AI data centers continues to accelerate, but the industry still faces multiple hurdles...
    Monday 19 October 2026
    AI memory demand lifts Samsung, SK Hynix 2027 outlook
    AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
    Monday 19 October 2026
    Semiconductor equipment demand rises as risks curb AI bubble
    SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
    Wednesday 14 October 2026
    Taiwan's export boom shifts toward AI servers, raising concentration risks
    Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, a shift with implications far beyond the island. As exports climb, the outlook underscores...
    Monday 12 October 2026
    Commentary: Largan plays defense in phones, presses CPO offensive
    Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
    Thursday 8 October 2026
    Realtek 3Q26 revenue edges up, tracks guidance
    Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...
    Wednesday 7 October 2026
    Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
    Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
    Wednesday 7 October 2026
    Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
    Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
    Wednesday 7 October 2026
    Catcher lifts AI server shipments as medical, drone products ramp up
    Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
    Friday 2 October 2026
    Climax Technology stays cautious on 2H26 as memory costs rise
    Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also...
    Tuesday 22 September 2026
    Taiwan's automakers gear up for year-end sales, as exports emerge as new growth engine
    Taiwan's auto dealers have continued to push out new models even amid a market downturn this year. At the same time, Taiwan's auto industry is opening a new chapter in exports.
    Tuesday 22 September 2026
    Taiwanese auto industry eyes 2027 for zero-tariff US cars

    Taiwan's auto industry is watching closely as tariff talks between Taiwan and the US continue to shape the sector's outlook. PG Union...

    Tuesday 22 September 2026
    AirTAC sees pneumatic demand cycle extending through 2027 on China automation growth

    AirTAC International Group said demand for pneumatic components in China's automation market has entered a more gradual expansion phase,...

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    BIZ FOCUS
    Oct 21, 08:00
    Starting with Data Challenges: TS Holdings Explores AI Through Hackathon
    Tuesday 20 October 2026
    CHT Leverages Hackathon to Cultivate AI Solutions for Urban Governance
    Tuesday 20 October 2026
    Cincoze's EMC Solution Boosts Equipment Stability and Production Efficiency
    Tuesday 20 October 2026
    CES 2027 Welcomes First-Ever Chilean Global Pavilion