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    Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast
    25min ago
    NEWS TAGGED TECHNOLOGY
    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Samsung reportedly aims to begin silicon photonics mass production in 2028
    Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...
    Monday 30 March 2026
    Taiwan broadens strategic industry list to include AI, quantum, and SiPh
    Taiwan's premier Cho Jung-tai has unveiled a new list of 13 strategic industries. The lineup includes silicon photonics (SiPh), quantum technology, and unmanned vehicles. Quantum technology...
    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Monday 30 March 2026
    China launches probe into US green product trade barriers
    China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities...
    Monday 30 March 2026
    Taiwan’s AI pivot: from chip factory to “silicon innovation island”
    Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan...
    Monday 30 March 2026
    Research Insight: Perovskite solar cells push efficiency beyond silicon limits
    At the 2026 Smart City Summit & Expo in Taipei, a new generation of solar technology took center stage.
    Monday 30 March 2026
    China foundry SMIC moves to capture growth beyond AI-led supply squeeze

    SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

    Monday 30 March 2026
    SMIC accused of supplying chipmaking tools to Iran military, US officials say
    SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
    Sunday 29 March 2026
    Musk pushes Terafab as AI chip crunch intensifies

    The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

    Sunday 29 March 2026
    AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

    Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

    Saturday 28 March 2026
    Taiwan's Hsinchu faces water supply issue as MOEA aims for no industrial cuts before June 2026
    Taiwan's key technology hub in Hsinchu is experiencing severe water supply tensions amid a booming memory, AI, and advanced chip manufacturing cycle. On March 26, 2026, Yuan-Peng Lin,...
    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

    Friday 27 March 2026
    Interview: Quantum wave boosts Taiwan's semiconductor and system integration industries
    While sharing insights on quantum technology investment, commercialization, and development, Ching-Ray Chang, a Global Quantum 100 honoree, emphasizes that as quantum tech matures,...
    Friday 27 March 2026
    Taiwan's Ennostar targets smart car market with advanced lighting tech
    As vehicles become increasingly connected and software-driven, the role of lighting is evolving beyond illumination into a new interface for communication and design.
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    Research Report Database
    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