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    China's solar industryon the brink of collapse as tax policy and technology shifts
    2h 51min ago
    TSMC forecasts rising advanced process costs, consumer SoCs face affordability challenges
    3h 7min ago
    US remote access security act tightens GPU use controls, challenges China's overseas AI deployments
    3h 7min ago
    China's state media signals potential entry for SK Hynix and Samsung amid AI memory boom
    3h 8min ago
    Huawei matches Nvidia's China AI chip market share in 2025, potential to overtake by 2026
    3h 8min ago
    China's solar export tax rebates phase out signals subsidy era end
    3h 8min ago
    Foxconn becomes key hardware partner in Apple's AI strategy from edge to cloud
    3h 8min ago
    NEWS TAGGED CAPACITY
    Thursday 15 January 2026
    Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
    Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report...
    Thursday 15 January 2026
    TSMC retains pricing power using Apple and AI dual structure
    Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
    Thursday 15 January 2026
    As AI data centers expand, Seetel rides a surge in energy storage demand
    As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for...
    Thursday 15 January 2026
    Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

    The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

    Thursday 15 January 2026
    Feeder line capacity emerges as critical battleground in global energy and tech race
    As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint...
    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Wednesday 14 January 2026
    Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion
    PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server...
    Wednesday 14 January 2026
    Formosa Plastics Group sees rising net loss in 2025
    Formosa Plastics Group (FPG) announced preliminary consolidated financial results for 2025 on January 12, reporting a combined net loss after tax of approximately NT$1.093 billion...
    Wednesday 14 January 2026
    FCC approves major expansion of SpaceX's Starlink satellite network
    The US Federal Communications Commission (FCC) has formally authorized SpaceX to deploy an additional 7,500 second-generation Starlink satellites into low-Earth orbit, bringing the...
    Tuesday 13 January 2026
    Taiwan OSAT sector posts broad 2025 revenue gains as AI testing offsets weak consumer recovery
    Taiwan's outsourced semiconductor assembly and test (OSAT) industry closed December 2025 with a pattern that investors have increasingly come to expect: revenue growth was widespread...
    Tuesday 13 January 2026
    Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
    The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
    Tuesday 13 January 2026
    Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets
    The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
    Tuesday 13 January 2026
    AGI Advances AI-Ready Next-Gen Storage Layout at CES 2026

    AGI Technology, the innovative Taiwanese memory brand, has successfully concluded its showcase at CES 2026. Located at Bellini 2001B in The Venetian Resort, Las Vegas,...

    Tuesday 13 January 2026
    Taiwan drops localization rules for offshore wind, shifts to ESG and delivery focus
    Taiwan is overhauling how it selects offshore wind developers, abandoning protectionist localization requirements in favor of environmental credentials and proven execution capability—a...
    Monday 12 January 2026
    HP seeks Chinese memory suppliers as DRAM shortage bites
    HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank...
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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook