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    NEWS TAGGED INFRASTRUCTURE
    Friday 1 May 2026
    AI chip boom sends Korea exports to record highs, supply crunch deepens

    South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

    Friday 1 May 2026
    Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
    Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
    Friday 1 May 2026
    SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
    SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
    Thursday 30 April 2026
    Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
    As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Unisplendour, H3C gain from AI buildout, monetization in focus

    China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
    Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
    Thursday 30 April 2026
    SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
    SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan...
    Thursday 30 April 2026
    LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility
    South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies...
    Thursday 30 April 2026
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
    Thursday 30 April 2026
    Samsung Electronics' record chip profits signal strengthening AI memory supercycle
    Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
    Thursday 30 April 2026
    Amazon posts solid growth as AWS and AI investments drive momentum
    ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
    Thursday 30 April 2026
    AI drives power interconnect surge as BizLink and JPC target high-end markets
    The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
    Thursday 30 April 2026
    Realtek, Airoha target European and US networking infrastructure amid consumer slowdown
    Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...
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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook