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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
China memory catch-up broadens: YMTC closes in on SK Hynix NAND share, CXMT advances DRAM tech
China's memory-chip industry is narrowing parts of the technology gap with global leaders on two fronts. YMTC is approaching SK Hynix in NAND revenue share while running a more advanced...
Friday 28 August 2026
Taiwan Mobile acquisition of Systex moves forward as review committee deems terms fair, reasonable
Taiwan Mobile's acquisition of Systex has moved forward, with Systex's tender offer review committee completing its review on August 27, concluding that the terms of the tender offer...
Friday 28 August 2026
Samsung eyes zHBM products from 2029 as heat remains key hurdle
Samsung Electronics expects products based on its first-generation zHBM specifications to appear in 2029 or later, giving the 3D memory concept unveiled earlier this month an initial...
Friday 28 August 2026
Exemption that shields US$143 billion of US server imports is now on the table
For all the noise Donald Trump has made about taxing semiconductors, the measure that actually took effect in January 2026 barely touched the machines the AI build-out runs on. A 25%...
Friday 28 August 2026
Samsung diverges from TSMC on FOPLP: retains 415×510mm panel size, targets 2028 mass production
Samsung Electronics' packaging technology lead, Lee Hee-seok, outlined the company's advanced semiconductor packaging roadmap at Advanced Semiconductor Packaging & Chiplet Show...
Friday 28 August 2026
Taiwan passes drone procurement bill allocating NT$240 billion for 6 years
Taiwan's Legislative Yuan on August 27 passed a defense drone procurement bill, allocating a total of NT$240 billion (approx. US$7.59 billion) for six consecutive years for purchases...
Friday 28 August 2026
Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
Friday 28 August 2026
Vanguard says Taoyuan fab fire did not disrupt production
Vanguard International Semiconductor said a fire broke out late on August 27 on the roof of its Wafer Fab 3 in Taoyuan City, Taiwan, but the incident caused no major impact on production...
Friday 28 August 2026
Workday says Taiwan, Hong Kong firms lag in AI workflow integration
Enterprise AI tools are spreading quickly across Taiwan and Hong Kong, but a new Workday study found that many employees are still losing time to disconnected systems, repeated data...
Friday 28 August 2026
Taiwan's next biotech prescription: AI drug discovery, smart devices, biomedical chips
Taiwan is charting a new direction for its biomedical industry, drawing on its strengths in semiconductors, AI hardware, precision manufacturing and healthcare. AI-powered drug discovery,...
Friday 28 August 2026
IntelliEPI says Japan substrate outage hit 2Q26 revenue
IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday,...
Friday 28 August 2026
China rises to No. 2 in global CMOS image sensors, overtaking Korea with 21% share
China's CMOS image sensor industry is gaining ground beyond smartphones, with robotics emerging as one of the latest areas where domestic suppliers are linking sensor technology with...
Friday 28 August 2026
US targets Singapore's Apex Logistics in widening probe into illicit Nvidia chip smuggling to China
Efforts to curb the illicit trade of advanced AI hardware to China have intensified following a series of indictments and probes targeting the supply chain.
Friday 28 August 2026
HITCON expands Taiwan's cybersecurity focus from agentic AI to post-quantum cryptography
With the recent surge of generative AI in enterprise and consumer applications, AI has begun taking on new roles, moving from simply answering questions to autonomously planning tasks...