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    InP compound semiconductors break AI power and bandwidth barriers
    18min ago
    Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry
    18min ago
    Chunghwa Telecom expands satellite ambitions across multiple orbits
    19min ago
    Apple confronts the AI agent era — is the App Store at risk?
    45min ago
    Column: The new space arms race is being fought with AI, lasers, and autonomous satellites
    45min ago
    Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
    46min ago
    Nan Ya PCB targets high-end IC substrate growth amid AI demand
    46min ago
    Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand
    47min ago
    WeMo unveils dual-scooter service and plans cross-platform integration by 2026
    48min ago
    Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion
    49min ago
    South Korea denies plan to share semiconductor tax windfall with citizens
    50min ago
    China's auto market pivots to EVs as profits erode
    50min ago
    Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk
    51min ago
    AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market
    52min ago
    Interview: The 6G clock is ticking — and Ericsson wants Taiwan in its corner
    53min ago
    Trump-Xi meeting leaves InP and CVD export controls unresolved
    May 14, 19:21
    Analysis: High oil prices lifted global EV demand as Chinese automakers expanded overseas
    May 14, 19:21
    ODMs push consignment deals to defend AI server margins
    May 14, 19:20
    Two Malaysian IC design firms win access to Arm under US$250 million pact
    May 14, 19:20
    Edge AI is driving a new upgrade cycle in wearables
    May 14, 19:20
    NEWS TAGGED SILICON
    Thursday 14 May 2026
    Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates
    Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued...
    Thursday 14 May 2026
    Cisco accelerates AI push with Silicon One gains and major restructuring plan
    Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
    Thursday 14 May 2026
    AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
    AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
    Friday 8 May 2026
    Topco hits record 1Q26 revenue, profit on semiconductor materials demand
    Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
    Thursday 7 May 2026
    SEMI reports stronger wafer shipments with global implications
    The SEMI Silicon Manufacturers Group reported a 13.1% year-over-year rise in global silicon wafer shipment area to 3,275 million square inches in the first quarter of 2026, signaling...
    Thursday 7 May 2026
    Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
    Msscorps reported consolidated revenue of NT$579 million (US$18.46 million) in the first quarter of 2026, up 24.54% year-on-year and a record for the period, but still recorded a net...
    Thursday 7 May 2026
    Arm shifts focus to high-value silicon to bypass mobile growth plateau
    The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
    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...
    Tuesday 5 May 2026
    Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
    Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    GUC and Wiwynn partner for next-generation AI system infrastructure

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced a strategic technical collaboration with Wiwynn, an innovative cloud IT infrastructure provider...

    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Saturday 2 May 2026
    Qualcomm says Samsung chip share remains above 70% despite Exynos push
    Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
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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