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Saturday 19 September 2026
Memory recovery, price hikes lift Niching IC substrate outlook, order visibility through 2H27

Semiconductor packaging and testing materials distributor Niching Industrial hosted an investor conference on September 17. chief financial...

Saturday 19 September 2026
Charts: Taiwan's memory makers are outgrowing TSMC by a factor of eight

Taiwan's chipmakers are having their best year in a decade, and the headline number belongs to TSMC. The more interesting one does n...

Friday 18 September 2026
CoreWeave launches US$3 billion bond sale amid growing revenue, debt

CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The...

Friday 18 September 2026
Taiwan central bank warns market stability hinges on AI monetization
Taiwan's Central Bank said on the 17th that the success or failure of AI monetization will determine its long-term economic benefits and impact on financial markets. It urged Taiwanese...
Friday 18 September 2026
Z.ai's next growth engine starts where compute scarcity ends

Chinese AI developer Z.ai has raised its 2026 year-end annual recurring revenue (ARR) target by 25% to US$3 billion after fresh financing...

Friday 18 September 2026
FCS Group eyes North America layout, as plastics industry turns to material innovation

The spotlight has been on industry innovation at the 2026 Taipei International Plastics and Rubber Industry Show (TaipeiPLAS), as Taiwan's...

Friday 18 September 2026
Nan Ya accelerates AI materials shift with major capacity expansion

Nan Ya Plastics is speeding up its transformation in electronic materials as cloud service providers expand capex at a rapid pace, making...

Thursday 17 September 2026
CXMT cashes in on the DRAM shortage — and takes aim at HBM
ChangXin Memory Technologies (CXMT) is emerging from the memory shortage with sharply higher profits and greater pricing power, giving China's largest DRAM maker more resources to...
Thursday 17 September 2026
Wiwynn sees strong AI demand offsetting US data center pushback

Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth...

Thursday 17 September 2026
Onsemi puts power density at the center of its next-decade strategy

Onsemi is seeking to capture more value from AI, electrification, and automation by expanding from individual semiconductors into integrated...

Thursday 17 September 2026
Arcadyan expects third-quarter strength as Wi-Fi 7 upgrade cycle builds

Arcadyan Technology expects stronger revenue in the third quarter of 2026 as the network communications market enters its seasonal peak,...

Thursday 17 September 2026
South Korea's chip boom lifts 2027 corporate tax above KRW200 trillion

South Korea's semiconductor boom is spilling over from corporate profits into government tax revenue. Corporate tax revenue for fiscal...

Thursday 17 September 2026
Charts: Taiwan's chip packaging growth runs deeper than ASE

Taiwan's back-end semiconductor sector is growing well beyond its largest player. The 24 listed packaging and testing firms tracked...

Thursday 17 September 2026
Charts: Memory chip designers carry Taiwan's IC design rebound
Taiwan's IC design sector is growing fast, but the gains are concentrated in memory. Combined January–August 2026 revenue at the 105 listed chip designers tracked by DIGITIMES...
Wednesday 16 September 2026
AI slowdown calls expose the financial strain of the frontier race
Calls to moderate frontier AI development are exposing a financial dilemma alongside the safety debate: AI labs must fund successive research cycles while securing infrastructure to...