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Friday 7 August 2026
WinWay revenue jumps as AI test socket orders drive growth
WinWay Technologies said orders from AI customers and stronger demand for advanced testing products lifted shipments in the second quarter of 2026, with revenue rising for a fourth straight quarter on a sequential basis. The semiconductor test interface maker said it expects momentum to continue into the third quarter of 2026 as order visibility improves and new capacity comes online.
Friday 7 August 2026
Analysis: TSMC expands Japan footprint with 3nm fab, advanced packaging push
TSMC is expanding Japan's role in its global network as it prepares to add 3nm production in Kumamoto and deepens local capabilities in advanced packaging, chip design and next-generation image sensors.
Friday 7 August 2026
VisEra Technologies sees stronger 2H26 on recovering demand across three end markets
TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026, driven by stable shipments of smartphone CMOS image sensors (CIS).
Friday 7 August 2026
Eris Technology posts record July revenue as subsidiary YS Tech plans listing
Power semiconductor group Eris Technology said its July 2026 consolidated revenue reached NT$291 million, up 29.78% year-on-year and setting a new monthly high. The company also reported that cumulative revenue for January through July totaled NT$1.776 billion, an increase of 19.02% from the same period in 2025.
Friday 7 August 2026
Wah Hong speeds AI cooling and semiconductor materials push with Taoyuan pilot line

Wah Hong Industrial Co. said that in the first half of 2026, it accelerated development of high-value-added products, new technologies and new application markets while continuing to protect its core businesses. The Taiwan-based materials maker also reported that net profit rose nearly 12% year over year, while earnings per share increased 16.83% during the period.

Friday 7 August 2026
South Korea welcomes Trump polysilicon rules as boost to non-China suppliers
US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing, sourcing, and investment decisions far beyond the US. South Korean producers welcomed the measure, while analysts said it targets low-cost Chinese supply and could reshape competition.
Friday 7 August 2026
Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

AI chip demand is sustaining a global rise in semiconductor packaging and testing prices, with STATS ChipPAC preparing a broad round of price increases for the second half of 2026. Some customers have recently received notices of varying adjustments from the Singapore-based subsidiary of China's JCET.

Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments at scale, in a DIGITIMES interview ahead of the OCP APAC Summit on August 11-12, 2026. He said the biggest shift in AI factories is that the computing unit is no longer a single server but the entire data center, while Nvidia's announcement that co-packaged optics (CPO) switch has entered mass production signals a new round of upgrades for the optical communications industry and the AI networking market.
Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.

Friday 7 August 2026
Panel makers turn old fabs into AI-advanced packaging hubs

AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate the phaseout of LCD capacity at the 5.5 generation and below, they are splitting into two tracks: selling factories to foundries and outsourced semiconductor assembly and test (OSAT) providers, or keeping lines in-house to develop fan-out panel-level packaging (FOPLP), through-glass via (TGV), redistribution layer (RDL), and glass core technologies.

Friday 7 August 2026
Taiwan Innotech Expo to showcase application-ready tech research

The government-organized 2026 Taiwan Innotech Expo (TIE) will open in Taipei on September 17, with the National Science and Technology Council's (NSTC) Future Tech Pavilion set to showcase the latest research achievements that are ready for proof-of-concept validation and technology licensing. This year's exhibition will spotlight six priority areas: AI applications, semiconductors, precision health, space technology, disaster prevention technology, and net-zero technology.

Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures aimed at lifting domestic production. The proclamation reflects a broader effort to reduce the US's reliance on foreign supply for solar manufacturing, semiconductors, and other advanced technologies.

Friday 7 August 2026
Ex-White House official urges South Korea to avoid excessive digital regulation
Former White House National Security Council chief of staff Alexander Gray has called on South Korea to deepen supply chain cooperation with the US and avoid following the European Union's digital regulation path.
Friday 7 August 2026
V5 July revenue reaches NT$273 million on AI chip demand, packaging expansion
V5 Technologies reported record consolidated revenue of NT$273 million in July 2026, as demand for AI chips and semiconductor packaging capacity expansion lifted orders. Revenue rose 7.78% from June and 63.4% from a year earlier, while revenue for the first seven months of 2026 climbed to NT$1.692 billion, up 86.26% from NT$908 million in the same period of 2025.
Thursday 6 August 2026
Largan July 2026 revenue rises 11% as CPO samples progress

Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year. For the first seven months, consolidated revenue totaled NT$34.086 billion, up 7% year-over-year, as the company entered the traditional peak season.

Thursday 6 August 2026
Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.

Thursday 6 August 2026
Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese electronics and technology company Restar Corporation. The move pushes the distributor beyond product distribution into engineering, design, and field application support for India's manufacturing sector, according to ScanX, IT Voice India, and CRN Asia.

Thursday 6 August 2026
GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test
GlobalFoundries (GF) often presents itself as an essential pillar of US semiconductor sovereignty. That claim is partly true, but requires qualification.
Thursday 6 August 2026
GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.
Thursday 6 August 2026
Second-tier foundries' repair rally lifts margins back to 30%
The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The shift is showing up clearly in margin trends across the industry.
Thursday 6 August 2026
TSMC's CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck
Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW) stage of its CoWoS advanced packaging to outsourced semiconductor assembly and test (OSAT) providers, according to ETNews, which cited semiconductor industry sources.
Thursday 6 August 2026
India's ASIP Technologies makes FCBGA core of OSAT plan
ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing Director and CEO Venkata Simhadri told DIGITIMES.
Thursday 6 August 2026
Chunghwa Precision Test posts record July revenue on AI chip demand
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud markets. The testing interface maker said shipments of GPU-related chips, modules, and systems increased alongside stronger investment tied to agentic AI.
Thursday 6 August 2026
Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die production and Nvidia inference-chip orders, according to ZDNet Korea, which cited semiconductor industry officials.
Thursday 6 August 2026
Machvision July revenue hits record as AI and PCB demand strengthens
Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The Taiwan-based inspection equipment maker said order visibility remained healthy, with some high-end products already booked several quarters ahead as demand ran stronger than in 2025.