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    NEWS TAGGED IC MANUFACTURING
    Sunday 10 May 2026
    AI demand fills Vanguard's Singapore fab ahead of schedule
    Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
    Sunday 10 May 2026
    Taiwan's IntelliEPI warns of severe indium phosphide supply shortage
    As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major c...
    Saturday 9 May 2026
    What's driving the TSMC-Sony AI sensor JV?
    TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

    Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

    Saturday 9 May 2026
    Global semiconductor market faces shortages as AI demand strains supply chains

    Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

    Friday 8 May 2026
    US president considers inviting Nvidia and other CEOs to China trade talks
    CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...
    Friday 8 May 2026
    TSMC reports record April sales as AI chip demand puts Asia supply in focus
    TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Friday 8 May 2026
    TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
    TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...
    Friday 8 May 2026
    Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
    TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
    Friday 8 May 2026
    Inside Nvidia's high-stakes bet on next-generation AI cooling

    One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

    Friday 8 May 2026
    Samsung chiefs address pay talks as strike deadline nears
    Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the...
    Friday 8 May 2026
    TSMC's 2026 revenue surges 30% in first four months on AI boom
    TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
    Friday 8 May 2026
    Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
    The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...
    Friday 8 May 2026
    Analysis: Samsung's union fight exposes a fault line in semiconductor investment
    A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
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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