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NEWS TAGGED TAIWAN
Sunday 17 May 2026
Thunder Tiger and Shield AI team up on autonomous naval drones for Taiwan's asymmetric defense
Thunder Tiger Group, a Taiwanese defense and unmanned systems manufacturer, said it has signed a memorandum of understanding with US defense technology company Shield AI to integrate...
Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Sunday 17 May 2026
Taiwan chipmakers quietly fill gaps left by Korea's HBM push
Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology...
Sunday 17 May 2026
Optical firms enter high-margin smart snow goggles supply chain
Taiwan's optical supply chain is moving into smart snow goggles as companies race to combine augmented reality (AR) displays with large-curvature protective lenses. To overcome the...
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
Friday 15 May 2026
Commentary: The Thucydides trap and TSMC's COUPE
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
Friday 15 May 2026
TSMC to trim Vanguard International stake to 19% in block trade
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake...
Friday 15 May 2026
Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance...
Friday 15 May 2026
Taiwan industry maintains support for non-China supply chain push despite drone budget setback
Taiwan's legislature recently passed the final version of a special defense budget totaling NT$780 billion (approx. US$24.75 billion), but drone-related funding was not approved. The...
Friday 15 May 2026
Panel makers cool in April 2026, pivot to CPO and FOPLP
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics...
Friday 15 May 2026
US-China ties shift toward balancing tech pressure with controlled competition
The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...
Friday 15 May 2026
Quanta hits record revenue but margin pays the price for AI server ramp
Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
Friday 15 May 2026
InP compound semiconductors break AI power and bandwidth barriers
Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their...
Friday 15 May 2026
Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic...
Friday 15 May 2026
Chunghwa Telecom expands satellite ambitions across multiple orbits
The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity...