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Saturday 31 October 2026
TSIA 30: The manpower problem behind Taiwan's semiconductor resilience
Taiwan's semiconductor industry has earned its reputation for chip dominance through decades of sustained investment in solving some of the world's hardest technological challenges...
Saturday 31 October 2026
TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy?
Taiwan already manufactures much of the physical infrastructure on which the AI boom depends. Advanced logic, packaging, substrates, testing, power delivery, cooling, and server assembly...
Saturday 31 October 2026
Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production
Radiant Opto-Electronics, a major backlight module maker, is expanding into new businesses and targeting next-generation optical communications architecture, particularly co-packaged...
Saturday 31 October 2026
AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years
AUO is accelerating its strategic push into optical communications and advanced semiconductor packaging, establishing optical engines and glass core substrates (GCS) as its two primary...
Saturday 31 October 2026
TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next
The AI hardware race is usually measured in nanometers, memory bandwidth, and accelerator performance. But another constraint is emerging much earlier in the development process: whether...
Saturday 31 October 2026
Ibiden expands AI packaging substrate capacity for Intel from 2029
Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to...
Saturday 31 October 2026
Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet

The aggressive deployment of infrastructure-scale AI projects is rapidly driving up compute demand as chip architectures continue to scale across...

Friday 30 October 2026
C Sun Mfg invests in Nemstek to expand advanced packaging equipment
C Sun Mfg announced on October 30 that it would subscribe for 1,900 lots of Nemstek's privately placed common shares as a strategic investor, giving it an expected stake of approximately...
Friday 30 October 2026
Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments
Taiwan's economy has stayed in "booming" territory for a record 10th consecutive month, according to the monitoring indicator compiled by the National Development Council (NDC), the...
Friday 30 October 2026
ASE expects packaging and testing margins to stay above 30%
ASE Technology Holding (ASEH) expects gross margins in its packaging and testing business to remain above 30% in 2027 as growing demand for AI-related advanced packaging helps the...
Friday 30 October 2026
KLA reportedly weighs India manufacturing entry as Semicon 2.0 opens to equipment makers
KLA Corporation, the US maker of semiconductor inspection and metrology equipment, is evaluating a manufacturing foray in India and is considering one or two applications under the...
Friday 30 October 2026
Intel tells Taiwan's chip suppliers to build service capacity early
Intel told Taiwanese chip equipment and materials suppliers that they need spare parts and service capability in place early if they want its business. The company said this at a supplier...
Friday 30 October 2026
Jensen Huang calls Megaspeed ties normal amid Washington's spy probe
After The New York Times reported that a female executive at Singapore-based Megaspeed International was under investigation for allegedly conducting espionage activities...
Friday 30 October 2026
Intel's server surge faces a supply setback as PC weakness persists
Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...
Friday 30 October 2026
Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight...