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IN THE NEWS
Tuesday 25 August 2026
Eva Air green transport pact to cut Microsoft freight emissions by 15,000 tonnes
Eva Air and AIT Worldwide Logistics have signed a memorandum of understanding to launch a green transport program that will use sustainable aviation fuel from Formosa Petrochemical...
Tuesday 25 August 2026
Taiwan's manufacturers and govt align on economic security push amid heightened trade risk
The Chinese National Federation of Industries (CNFI), an industrial association representing the majority of manufacturing businesses in Taiwan, has released its 2026 white paper,...
Tuesday 25 August 2026
Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3
Nvidia's Groq 3 ramp is adding meaningful 4nm volume to Samsung Electronics' foundry business, with monthly wafer input estimated at about 10,000 and expected to rise above 15,000...
Tuesday 25 August 2026
Taiwan AI server supply chain expands China footprint
Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...
Tuesday 25 August 2026
AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way
Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...
Tuesday 25 August 2026
TSMC suppliers reportedly plan Taiwan plant for critical chipmaking tubing
Taiwan's semiconductor supply chain is moving to close a gap that turned costly during the industry's last major crunch: the plastic tubing that carries chemicals through chip fabs...
Tuesday 25 August 2026
AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26
AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for...
Tuesday 25 August 2026
Vera Rubin transition gap eases as ASIC, general servers rescue supply chain
As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...
Tuesday 25 August 2026
US voices first complaint over South Korea's KRW800 trillion chip cluster as investment pressure mounts
The US has informally expressed dissatisfaction with the South Korean government's KRW800 trillion (US$578.5 billion) plan to build a semiconductor cluster in the country's southwest...
Tuesday 25 August 2026
Energy law amendments lift AI data center storage demand in Taiwan
AI data centers will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery energy...
Tuesday 25 August 2026
AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders...

Tuesday 25 August 2026
Tactical drone market reshapes as startups and incumbents compete
The tactical drone market is entering a turning point in which legacy platform suppliers and software-driven startups are competing head-on while also seeking new roles through collaboration...
Tuesday 25 August 2026
Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch
As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the...
Tuesday 25 August 2026
AIDC eyes 2H26 lift from drones, jets
Aerospace Industrial Development (AIDC) is cautiously optimistic about business momentum in the second half of 2026 as Taiwan's drone policy becomes clearer and defense work stays...
Tuesday 25 August 2026
SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip
The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical...