International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is creating a longer runway for power semiconductors. Industry sources said the move could benefit Taiwanese suppliers in midrange products, with pricing gains extending into the second half of 2025 and, in some cases, 2027.
AMD is deepening its robot and physical AI ambitions, and the move could matter far beyond Taiwan's industrial PC sector. By building a broader partner network in edge AI and robotics, the chipmaker aims to challenge Nvidia as global developers and manufacturers seek cheaper, faster paths to autonomous systems.
Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion in Yongin and the proposed Honam chip cluster.
Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price increases across the aluminium capacitor industry, with major suppliers in Japan, China and Taiwan moving to protect margins.
Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion (approx. US$83.8 million), up 45.7% from the prior quarter, surpassing its full-year profit in any previous year, while the earnings per share (EPS) came to NT$20.9. First-half profit also jumped nearly 20-fold from the same period in 2025.
China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion) committed in 2026 as AI servers, high-speed optical modules and edge devices lift demand for advanced boards.
Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million), supported by continued demand for equipment and consumables used in AI-related semiconductor production.
Toshiba reduced its holding in Kioxia Holdings to 15.1% as of July 15, according to filings reported by Nikkei and Reuters. The change report, submitted to Japan's Kanto Local Finance Bureau on July 23, showed the Japanese conglomerate's stake had fallen from 16.1% in the previous filing on May 11.
WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39% year over year, driven by improved product mix, higher shipment volumes and the ramp-up of new products.
TSMC supplier LCY Group President Bowei Lee said private equity firm KKR & Co. plans to gradually divest its holdings in businesses affiliated with the Taiwanese chemical group, a move he believes will give the company greater flexibility to accelerate its expansion in semiconductor materials.
Pantheon Electric said it has completed the acquisition of four manufacturers and built an integrated power infrastructure platform across 21 factories in North America and Europe. The company said the expansion came as AI data centers, grid upgrades, and US manufacturing drove stronger demand for copper-based infrastructure.
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