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    AI Macs, Part 1: OpenAI reportedly buys tens of thousands of Macs for reinforcement learning
    11min ago
    Unimicron search puts spotlight on cross-border manufacturing for Taiwan's electronics sector
    12min ago
    SK Hynix explores Japanese expansion to meet global AI chip demand
    13min ago
    TSMC sees SiPh going mainstream in 2027
    19min ago
    Agentrys, agentic chip design startup backed by MediaTek, raises US$24.5M in funding
    40min ago
    ASE: CPO scale-out demands deeper supply-chain coordination for mass production
    41min ago
    NEWS TAGGED CAPACITY
    Monday 31 August 2026
    Kingboard Laminates raises prices again as CCL shortages deepen
    Kingboard Laminates, a leading Chinese copper-clad laminate (CCL) maker, has issued another price increase notice as shortages of core materials such as fiberglass cloth and copper...
    Monday 31 August 2026
    Samsung Galaxy Z Fold8 demand surges, straining UMC 22nm DDI supply
    Samsung Electronics' first passport-style foldable, the Galaxy Z Fold8, is reportedly facing tight display driver IC (DDI) supply as demand exceeds expectations. Samsung has continued...
    Monday 31 August 2026
    China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

    Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing,...

    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth

    NewPower Worldwide, one of the electronics industry's fastest-growing distributors, today announced it has expanded its committed credit facility to $750 million, further...

    Monday 31 August 2026
    Repon to ship Vera Rubin rails in August, ramp ASIC in September
    Server rail maker Repon began shipping Nvidia's Vera Rubin rack products in August 2026, with ASIC server rack rails set for mass production in September. The higher average selling...
    Monday 31 August 2026
    MCE expands auto electronics capacity to defend Malaysia's domestic market
    MCE Holdings Berhad (MCE) is expanding its product lines and capacity as Chinese competitors intensify pressure on Malaysia's auto parts industry, with the company aiming to defend...
    Sunday 30 August 2026
    Innodisk says AI demand is lifting margins while memory supply remains tight
    Innodisk said its AI-focused product mix is driving stronger revenue and profitability, a sign that global demand for memory and infrastructure hardware remains robust. The company...
    Sunday 30 August 2026
    Nvidia's US$36 billion cloud commitments expose the limits of vertical influence
    As society ushers in the agentic AI era, the AI infrastructure space is simultaneously undergoing intense competition that increasingly tests the limits of technology, as industry...
    Saturday 29 August 2026
    Research Insight: Humanoid robots near mass production as suppliers face precision, ramp-up test
    Research Insight: Humanoid robots near mass production as suppliers face precision and ramp-up test
    Saturday 29 August 2026
    Exclusive Interview: Turning scale into value — AUO chair's post-LCD ambition
    Price wars. Capacity races. Years of losses steep enough to earn a lasting nickname.
    Friday 28 August 2026
    Apple's M6 marks a transitional step before wider 2nm adoption
    Apple on August 25 unveiled the M6 and M5 Ultra chips without holding a launch event, with the M6 becoming the company's first processor built on TSMC's 2nm process and debuting in...
    Friday 28 August 2026
    China chip profits jump 18.5-fold on AI demand; advanced-node self-sufficiency seen at 66% by 2035
    China's AI investment boom is translating into sharply higher semiconductor profits while accelerating a longer-term expansion of domestic advanced-node capacity, memory production...
    Friday 28 August 2026
    AI packaging race heats up: Taiwan OSATs plan US$14.6 billion capex

    The AI investment cycle is spreading from leading-edge wafer fabrication into semiconductor packaging and testing, with Taiwan's largest...

    Friday 28 August 2026
    Hiroca Holdings 2Q26 loss narrows as China plant consolidation supports recovery
    Automotive components manufacturer Hiroca Holdings stated on August 27 that although losses were still recorded in the second quarter of 2026 due to weak pull-ins from China's domestic...
    Friday 28 August 2026
    Long-term contracts tie up InP capacity due to data center optics demand
    Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G...
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    BIZ FOCUS
    Aug 31, 08:00
    NewPower Worldwide expands credit facility to $750M for growth
    Monday 31 August 2026
    Tescan Connects Buried Defect Localization to Nanoscale Analysis at SEMICON
    Thursday 27 August 2026
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
    Tuesday 25 August 2026
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
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