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Tuesday 14 July 2026
Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten
Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing...
Tuesday 14 July 2026
Rambus unveils DDR5 9600 chipset for next-generation AI servers
Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better...
Tuesday 14 July 2026
Six-inch SiC substrate price rebounds as supply tightens

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

Tuesday 14 July 2026
Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's...

Tuesday 14 July 2026
AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...

Tuesday 14 July 2026
GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...

Tuesday 14 July 2026
Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion
Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping...
Tuesday 14 July 2026
Liying tops NT$100 million as AI chip demand lifts semiconductor services
Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand...
Tuesday 14 July 2026
Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag
Volkswagen Group is advancing a broad 2030 restructuring focused on simplifying products, reducing capacity and changing governance, while unresolved issues such as plant closures...
Tuesday 14 July 2026
Lite-On commits US$919 million to new Texas manufacturing base
Lite-On Technology has finalized plans to build a new manufacturing base in McKinney, Texas, in a US$919 million investment that is expected to create more than 600 jobs. The project...
Tuesday 14 July 2026
iST June revenue rose as AI chip validation demand strengthened
Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based...
Tuesday 14 July 2026
Trusval sets record first-half revenue as AI factory demand pushes orders to 2027
Trusval Technology posted record revenue in the second quarter and first half of 2026, supported by demand tied to global AI infrastructure buildouts and continued expansion of advanced...
Tuesday 14 July 2026
Analysis: Why Meta's AI strategy sparked a market misread

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as...

Monday 13 July 2026
Samsung develops glass interposer as TSMC expands packaging capacity

Samsung Electronics and Samsung Display are jointly developing a next-generation glass interposer that could lower the cost of packaging...

Monday 13 July 2026
Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced...