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    Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration
    21min ago
    Personal feud between Elon Musk and OpenAI cracks open in court as IPO plans loom
    35min ago
    AEM CEO says AI upends semiconductor testing
    49min ago
    NEWS TAGGED PRODUCTION
    Wednesday 6 May 2026
    GlobalWafers reports weaker quarter as expansion weighs on margins

    GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

    Wednesday 6 May 2026
    VIS sees stronger growth in the AI boom and pricing power
    Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
    Wednesday 6 May 2026
    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
    Wednesday 6 May 2026
    Low-cost cruise missiles drive a new drone cost race
    Rapid changes in battlefield tactics have made drones central to "economic attrition warfare," shifting the focus from technical performance to cost and scale. The implications are...
    Wednesday 6 May 2026
    Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
    Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's...
    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
    Samsung board chairman warns strike could disrupt chip output

    Samsung Electronics' labor dispute is widening beyond a fight over bonuses, after board chairman Shin Je-yoon made a rare appeal for management...

    Tuesday 5 May 2026
    Tesla AI5 dual sourcing may not mean equal weight for Samsung
    Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...
    Tuesday 5 May 2026
    SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
    Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...
    Tuesday 5 May 2026
    Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy
    Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...
    Tuesday 5 May 2026
    Trump tariff forces Euro carmakers into a two-front squeeze
    US President Donald Trump ended the transatlantic tariff truce on May 1 by raising import tariffs on EU-made vehicles and auto parts from 15% back to 25%, with the new rate taking...
    Tuesday 5 May 2026
    Machvision sales hit a record high on strengthening AOI demand
    Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly...
    Tuesday 5 May 2026
    Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
    Univacco said its Vietnam plant will begin mass production in the second quarter of 2027 as the company moves to position itself in the co-packaged optics and advanced packaging materials...
    Tuesday 5 May 2026
    Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply
    Taiwan's manufacturing purchasing managers index rose to 60.3% in April 2026, marking the seventh consecutive month of expansion and the strongest pace since September 2021, the Chung-Hua...
    Tuesday 5 May 2026
    Onsemi says China remains a strong market despite softer passenger vehicle volumes
    Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...
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    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