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Sunday 8 March 2026
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...
Sunday 8 March 2026
DynaPack plans triple BBU capacity expansion to meet AI data center demand
With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand...
Sunday 8 March 2026
Tier-1 orders from major automakers fueling growth for Hiroca
The Chinese automotive market is undergoing an unprecedented transformation amid increasing industry volatility. As new energy vehicle (NEV) penetration rapidly rises, the traditional...
Sunday 8 March 2026
Phison rides AI wave to record profits; foresees explosive growth through 2026

Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

Sunday 8 March 2026
Wistron posts record February revenue driven by AI server shipments
Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...
Saturday 7 March 2026
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid...
Saturday 7 March 2026
TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...
Friday 6 March 2026
AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...
Friday 6 March 2026
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected...

Friday 6 March 2026
Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...
Friday 6 March 2026
Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026
Semiconductor OSAT leader Amkor has announced plans to boost its capital expenditure budget for 2026 to US$2.5-3 billion, prioritizing expansion of advanced packaging capacities such...
Friday 6 March 2026
SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum
SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its...
Friday 6 March 2026
Chicony Power sees strong 1Q26 amid customer inventory replenishment
Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...
Friday 6 March 2026
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...