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    Advanced processes have no ready-made answers, says TSMC's COO
    5min ago
    Interview: Forget transistors — speed is what's choking the chip supply chain, says Qnity exec
    6min ago
    Huawei reportedly shifts AITO partnership to Seres-led model
    Sep 15, 19:08
    China's FAW to become GAC's second-largest shareholder as auto consolidation talk returns
    Sep 15, 19:08
    Column: China tightens rare earth controls, and Taiwan must guard supply chain flexibility
    Sep 15, 19:08
    China’s wafer fabs boost local equipment buying, pressuring South Korean suppliers
    Sep 15, 19:08
    NEWS TAGGED GROWTH
    Wednesday 16 September 2026
    Commentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

    Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year...

    Wednesday 16 September 2026
    A Taiwan machinery maker bets on AI to challenge Japan's grip on advanced capacitors
    High-end multilayer polymer capacitors (MLPCs) — increasingly critical to power delivery in AI servers and high-wattage GPUs and CPUs — have historically been dominated...
    Wednesday 16 September 2026
    AI server tracker: BMC, cable, case suppliers post August 2026 gains

    Taiwan's AI server supply chain continued to show strong year-over-year growth in August, although performance varied significantly...

    Wednesday 16 September 2026
    Chip revenue heads to US$2.4 trillion on price, not volume, Yole says
    The semiconductor industry is on track to nearly quadruple in revenue by 2031 while shipping barely more silicon than it does today, a divergence that makes pricing power, not capacity,...
    Wednesday 16 September 2026
    AI data centers give idle EV battery capacity a second life

    Slowing EV growth in North America, tariffs, and policy restrictions are pushing automakers and battery suppliers to repurpose idle...

    Tuesday 15 September 2026
    DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
    DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
    Tuesday 15 September 2026
    Minebea Mitsumi pauses M&A to chase AI hardware demand
    Minebea Mitsumi has halted its push for new acquisitions and is shifting resources toward producing ball bearings, motors and actuators for AI hardware, as demand tied to data centers,...
    Tuesday 15 September 2026
    Global semiconductor revenue hits record US$425B in 2Q26
    Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
    Tuesday 15 September 2026
    OEM/EMS AI servers: August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Tuesday 15 September 2026
    AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
    Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
    Tuesday 15 September 2026
    AI demand reshapes capital allocation and operating models in telecom sector

    Introduction

    Tuesday 15 September 2026
    Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

    Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

    Tuesday 15 September 2026
    Inside CIOE: takeaways from China's biggest optoelectronics show
    Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
    Tuesday 15 September 2026
    South Korean firms hold 80% of the automotive OLED market
    South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...
    Tuesday 15 September 2026
    Phoenix Pioneer Technology AI power substrate order visibility extends to 1Q27

    IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in...

    1/184 pages
    Research_DB
    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Semicon_TW