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MediaTek raises outlook for ASIC business as supply chain heats up

Tomorrow's Headlines

Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials

Tomorrow's Headlines

South Korea seeks memory-centric AI architecture to challenge Nvidia-led order

Tomorrow's Headlines

Tesla’s AI5 dual-source plan may not give Samsung equal weight

Tomorrow's Headlines

Apple shifts product roadmap toward AI, highlighting Taiwan supply chain advantages

Tomorrow's Headlines

Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances

Tomorrow's Headlines

May

5

2026

SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery

Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production

Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time

Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?

SK Hynix weighs memory plant shift as HBM demand outlook changes

Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone

May

4

2026

ADT lands US AI chip deal using Samsung 4nm

Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives

Win Semiconductors: GaAs and InP supply still meets production demand

Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in

Samsung strike exposes AI-era pay divide, raises HBM supply risks

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

Taiwanese Micro LED suppliers race to tap optical links for AI data centers

Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs

AI memory crunch squeezes 5G FWA market

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift

AI's 1.6T shift turns InP into optical supply chain bottleneck

Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Apple's cash pivot: A new CEO and strategy for the AI arms race

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%

PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties

Commentary: Intel names TSMC as key partner; insider drives its comeback

Taiwan moves to close the gap on semiconductor equipment self-sufficiency

Realtek sees PC revenue growth despite 2026 shipment decline

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Foxconn shoots for the stars — and Starlink's playbook

Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain

MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity

China curbs memory speculation; DDR4 spot slides, contract prices surge

Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand

L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics

Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates

Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises

China's auto sector pushes standards and exports while disposable-car concept gains traction

SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging

Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders

US Space Force finishes GPS III launches and pivots to GPS IIIF rollout

SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand

Foxconn says Tucheng probe limited to employees and does not affect operations

China automakers adopt disposable-car subscriptions to accelerate tech turnover

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels

MIT Technology Review outlines 10 key AI trends shaping the future

ESMC confirmed to be on schedule — and sets its sights on AI

Holtek raises low-margin MCU prices, expands AI server cooling and optical comms

India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron

AI data center demand boosts IDM growth in industrial market

Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies

China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles

Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

Zhen Ding expands NTHU partnership with new five-year research program

May

3

2026

Foxconn launches second-gen LEO satellites, tests inter-satellite links

Taiwan's Hsin-li Chemical to acquire up to 30% of golf equipment distributor Dacome in tender offer

Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

Taiwanese makers chip in as LEO satellite launches reshape global supply chains

Samsung restructures home appliance business after 90% profit erosion

Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth

CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain

Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification

Lite-On's AI power ramp lifts 2Q26, but cautious PC outlook tempers 2H26 visibility

Smart Eye expands AI in-cockpit sensing from driver monitoring to full cabin perception

Taiwan quartz makers target LEO satellite boom by 2027

May

2

2026

MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel

OpenAI reworks Stargate data center strategy as site plans change

NSTC forms task force to lead Taiwan's multimodal AI foundation model development

After buying Ansys, Synopsys starts merging the two stacks

Yageo AI revenue reaches 15% as chair says sector remains early in cycle

Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage

Qualcomm says Samsung chip share remains above 70% despite Exynos push

Lite-On profit rises on surge in AI-driven cloud demand

Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand

Onsemi expands collaboration with NIO to support 900V EV platforms

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China's memory makers post blockbuster gains as AI tightens supply and resets prices

May

1

2026

TeraFab is already changing the semiconductor landscape — before a single chip is made

AI chip boom sends Korea exports to record highs, supply crunch deepens

OpenAI demand doubts cast shadow over AI server supply chain

China's US$1M Nvidia AI servers expose global chip squeeze

Advantest beats on AI chip testing, cautious outlook dents shares

China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs

Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba

Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens

Column: Designing safety for VLA robots in commercial deployment

Hardware bottlenecks emerge as humanoid robotics race intensifies

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar

SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Commentary: Honor's robot win highlights thermal edge in robotics

Apr

30

2026

AGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation

Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging

Google's split TPU chips signal shift from universal to specialized AI accelerators

Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth

SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy

ASE Technology sees seasonality fade as AI demand drives steady 2026 growth

Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests

CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets

MetaX GPU revenue jumps 75%, losses narrow on AI demand

Meta's 1Q26 earnings redraw the AI hardware map

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Memory crunch squeezes smartphone SoC market as Samsung gains share

Samsung memory buyers lock in longer deals as 2027 demand comes early

Taiwan wafer maker Episil triples capex to scale silicon photonics for AI

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Quanta eyes strong 2026 server demand as general-purpose orders surge

Intel kills three projects in two months as Kechichian launches multi-year reset

Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales

Unisplendour, H3C gain from AI buildout, monetization in focus

Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants

South Korea's OLED share rebounds to 68.7% in 2025

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

China Electric manufacturing bets on AI to revive growth

Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom

AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders

UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention

Wingtech losses widen on Nexperia dispute, triggering delisting risk

Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan

Taiwan's AI push awaits legislative green light

Microsoft sales beat estimates as Azure growth eases spending concerns

Cambricon earnings surge on AI compute demand

SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry

Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility

ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand

CyberLink warns AI search and memory costs may dent growth in 2Q26

Samsung highlights stable 4nm tech as AI, automotive demand grow

OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling

Qualcomm to ship custom product with hyperscaler in 4Q26

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Nissan's restructuring yields operating profit, but net loss persists as sales slump

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

Amazon posts solid growth as AWS and AI investments drive momentum

Qualcomm flags near-term headwinds as data center push gains traction

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

Google's TPU shortage lays bare a widening AI infrastructure edge

AI drives power interconnect surge as BizLink and JPC target high-end markets

OpenAI stirs smartphone industry with 2028 AI agent phone plans

Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Amkor advances data center CPU mass production amid manageable supply and cost risks

Taiwan's UMT reports record profit on satellite demand

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan drones enter Ukraine battlefield, transport model drives global market expansion

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Apr

29

2026

UMC profit doubles, touts Intel-backed US manufacturing option

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Taiwan-Germany trade shows strong growth in 1Q26

China OSAT leader JCET expands in advanced packaging, profit climbs

BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Seagate leans on long-term contracts as storage demand stabilizes

FCC expands ban on non-US networking devices, raising supply chain pressure

China memory chip designer Montage lifts profit on DDR5, AI server demand

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

TSMC exits Arm investment with US$231 million sale

Seagate sees agentic AI beginning to lift HDD demand

Seagate tops estimates, raises outlook on cloud, AI demand

Taiwan urges early quantum computing industry involvement before standards are set

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

BYD reports steep drop in profit despite global expansion

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack

US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

UMT identifies UK partner linked to Starlink supply chain

China's GPU IPO wave meets its hardest test: cluster stability

Hsinchu water restrictions ease as reservoirs rebound

Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute

AI token demand drives TSMC node expansion, buoying Taiwan's economy

AI server demand locks up memory supply through 2027, prices seen holding firm

Data center power and cooling overhaul will reshape global AI infrastructure

OpenAI's growth slowdown raises questions over AI expenditure

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

NXP signals structural growth as automotive and industrial drive momentum

Taiwan logs record chip exports, AI demand outpaces geopolitical risk

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwan makes its quantum move, rallying 18 companies

NXP advances VSMC and ESMC projects with ramp timelines on track

Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market

Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling

Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high

NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments

Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices

Europe turns into battleground as Chinese automakers surge and Kia trims price gap

Samsung exits China's TV and appliance market to double down on US growth

Toyota leans on hybrids and affordable sedans to hit record global sales

Lexus launches eighth-generation ES in Taiwan with hybrid share nearing 60%

OpenAI revises five core principles, signaling tougher competitive posture and oversight

NXP beats expectations and lifts outlook on improving chip demand

Oracle moves Supermicro orders to Taiwan, elevating local server makers

Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure

CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply

Commentary: At Beijing Auto Show, hardware takes the wheel

Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5

Adata reports soaring earnings on strong memory demand

Coretronic posts first quarterly loss since 2008, plans holding company overhaul

Taiwan's Ministry of National Defense plans to deploy robotic dogs for unmanned reconnaissance

Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer

Samsung doubles down on 2nm as TSMC pushes toward 1nm

American-made Fords are selling out in Taiwan — and prices are going up to match

CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up

Texas Instruments executive discusses high-voltage power architecture for AI data centers

Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key

Memory test capacity stays high as substrate prices may rise in 2Q26

PCB industry urges four policy moves in Thailand expansion