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    BOE's 24-layer glass substrates reach AI chip packaging trials, with mass production still ahead
    4min ago
    Taiwan's Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics
    10min ago
    Charts: YMTC bets on premium eSSDs to take on Samsung
    20min ago
    China's chip earnings boom masks a widening gap between AI processor demand, fading DRAM, NAND price gains
    29min ago
    AIDC white paper flags energy efficiency, power management as key to site selection
    32min ago
    Japan bets on physical AI as Murata, AWS, Hitachi showcase self-learning robots at CEATEC 2026
    44min ago
    Nvidia expands China gaming partnerships
    Oct 15, 18:46
    Commentary: The methodology behind Lip-Bu Tan’s strategy of vulnerability for Intel
    Oct 15, 18:46
    Analysis: GF finds high-value outlet for mature capacity through advanced packaging, lessons for China
    Oct 15, 18:46
    NEWS TAGGED GROSS MARGIN
    Friday 16 October 2026
    TSMC details pricing, confirms agentic AI boosts CPU demand
    TSMC addressed pricing adjustments, CPUs, and advanced packaging at its earnings briefing on October 15, 2026, confirming that demand for CPUs related to agentic AI continues to rise...
    Friday 16 October 2026
    Tong Yang sees stronger 4Q26 margins, but shipping, costs remain risks
    Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal...
    Thursday 15 October 2026
    AI server tracker: Taiwanese ODM/EMS players post NT$2.18T in September 2026, up 56% YoY
    Six Taiwanese server and networking contract manufacturers booked combined revenue of NT$2.18 trillion (US$67.3 billion) in September 2026, up 55.9% year-over-year and 4.9% month-over-month,...
    Thursday 15 October 2026
    TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

    TSMC expects fourth-quarter 2026 revenue to reach US$52.3 billion to US$54.3 billion, potentially rising as much as 61% year-over-year, with sustained...

    Wednesday 14 October 2026
    Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
    Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...
    Tuesday 13 October 2026
    Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand
    ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter...
    Monday 12 October 2026
    Nanya gross margin hits 85.7% as low-priced DRAM contracts roll off
    Nanya Technology reported record quarterly earnings in the third quarter of 2026, according to unaudited results released on October 12, as DRAM average selling prices (ASPs) rose...
    Monday 12 October 2026
    Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications
    Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments...
    Tuesday 6 October 2026
    Nanya Technology, Winbond Electronics hit record highs for 10 consecutive months in September 2026
    Taiwan memory suppliers Nanya Technology and Winbond Electronics have set new monthly revenue records for 11 and 10 consecutive months, respectively, as their September 2026 consolidated...
    Friday 2 October 2026
    Climax Technology stays cautious on 2H26 as memory costs rise
    Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also...
    Thursday 1 October 2026
    Micron's record quarter rests on pricing power as customers lock in 2027 supply
    Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...
    Friday 25 September 2026
    China's autonomous-driving suppliers confront the limits of software moats

    Chinese autonomous-driving software specialist Momenta posted a strong first-half performance, with gross margin reaching 73.2% and...

    Tuesday 22 September 2026
    EZconn eyes 2027 high-core fiber ramp as shortages persist

    EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom...

    Monday 21 September 2026
    Tyntek optical communications MPD ramps quarterly, 2027 capacity triples
    Tyntek is rapidly expanding into optical communications as AI data-center demand drives a surge in high-speed transmission needs, with shipments set to rise significantly from the...
    Monday 14 September 2026
    Lite-On revenue rises in August on cloud power demand
    Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...
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    GlobalExhibition
    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, SanDisk, BIWIN, and Others Honored