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REALTIME NEWS
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
Semiconductors
5min ago
IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap
Semiconductors
59min ago
7 days
14 days
Jan
27
2026
GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI
IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
Why South Korea's new AI law left manufacturing outside core rules
Micron breaks ground on US$24 billion advanced NAND fab in Singapore
Memory crunch accelerates notebook orders, reshapes 2026 demand
India, EU strike trade pact as Trump tariffs force global realignment
Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
AI and localization reshape China's semiconductor supply chain as price hikes arrive
Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Sanmina reports surge in revenue driven by AI infrastructure expansion
Amazon: AI applications are already pervasive in 2026
Commentary: Behind the scenes of Jensen Huang's China trip
Microsoft launches Maia 200 AI chip, mass production progress draws attention
Trump's 25% tariff move against South Korea paints hard line on unratified trade deals
AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages
Pan-International eyes humanoid robot supply chain with Foxconn, Magnax backing
Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
G-Tech Optoelectronics ventures into military drones with Firestorm Labs, Aerkomm
Taiwan aims for industrial-grade quantum computing within 5 years
Memory chip super cycle opens door for China to challenge South Korea
Jensen Huang is all about staying alive
Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
Infineon pushes vertical power delivery for AI data center efficiency gains
Yageo leads chip resistor price hikes, Walsin follows
TSMC's capex surprise reveals blind spots in semiconductor forecasting
Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise
Jan
26
2026
Samsung expected to start HBM4 shipments to Nvidia, AMD in February
Lisa Su's toughest call: scrapping AMD's server roadmap
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
TAISIC Materials shifts focus to high-end SiC substrates
Blue Origin's new satellite network eye enterprise and govt sectors
Kenmec Mechanical Engineering outlines four growth engines toward AI future
Nvidia CEO's first 2026 China visit seeks to clarify H200 chip sales and compliance
Nvidia CEO heads to India AI summit as tech giants vie for emerging market
China's computing power market starts 2026 in turmoil
Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
Taiwan firms face defense market barriers despite US tariff cut
AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade
Rising precious metal costs prompt Taiwan LED makers to assess price hike
Leading US defense companies deepen partnerships with Taiwan
AUO shifts US strategy from manufacturing base to market leverage
Pegatron bullish on AI server industry, chair sees 2026 as breakout year
Memory innovation demand urgent as startups and SMEs gain opportunities
Cybersight and L'Atitude 52°N target outdoor smart glasses for safety and lightweight design
Hyundai strengthens robot supply chain as Atlas plans trigger labor tensions
Cmsemicon enters NOR Flash with first SPI NOR chip, expands beyond MCUs
Roborock unveils stair-climbing vacuum as Chinese rivals heats up
Jabil names longtime director Steve Raymund chair
LG Display pushes into glass interposers as Korean panel makers seek growth
How rising memory prices are reshaping the smartphone supply chain
Foxconn leads EMS/ODM rankings on AI servers and Apple boost
China unveils flexible fiber chips, an alternative to traditional silicon architectures
Commentary: China's RISC-V progress from C-Sky to T-Head
Samsung reportedly plans to more than double 1Q26 NAND flash prices
Latecomer firms set to climb global EMS/ODM rankings in 2026
IT applications show potential for OLED DDI adoption, but upgrade pace remains slow
AI development shifts focus to real-world impact in 2026, signaling industry recalibration
Tienpin United shifts focus to AI server cleaning amid rising demand for liquid cooling solutions
MIPS expands RISC-V processor platform with ARC IP integration
MIPS accelerates S8200 RISC-V NPU timeline
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut
Adata posts over NT$10 billion in profit before tax in 2025, December nears 3Q25 earnings
LG Electronics India receives Maharashtra eligibility certificate for incentives
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Power transmission efficiency shapes future of AI computing and regional competitiveness
Apple appoints Craig Federighi to lead AI efforts, signaling strategic shift with Google Gemini integration
Pegatron aims for growth in AI servers and automotive sectors amid market challenges
India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
Commentary: Metalenses move from lab to market, reshaping optical design
Tariff uncertainty pushes US allies to rethink China ties
Humanoid robots edge toward mass production as Tesla aims for 2026 launch
Ennostar’s Micro LED bet targets a bottleneck inside AI server racks
iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
The ASIC server wars begin as Nvidia squeezes the margins
Taiwanese precision optics reaps benefits of waveguide tech
Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector
Jan
25
2026
South Korea advances OLED and PeLED with higher efficiency and longer perovskite lifespan
From cars to robots: automakers expand into AI and wearable tech
Nvidia's China AI chip share falls to 8% as local rivals ramp up
Fan motor demand drives growth for Taiwan analog chip makers
Singapore moves to secure AI sovereignty with $786m investment
Jan
24
2026
China advances T1000 carbon fiber supply chain for semiconductor materials
US-Taiwan tariff deal masks deeper semiconductor geopolitics
Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
Taiwan drone alliance sets US FCC certification in sight
Canada cuts tariffs on Chinese EVs, shaking the North American auto market
LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%
European automakers face US-China squeeze as South America emerges as key buffer
Taiwanese optics industry poised to reshape automotive electronics amid autonomous driving boom
Mercedes-Benz Taiwan poised for price adjustments following anticipated US tariff reductions amid trade talks
Jan
23
2026
Kinpo Group strengthens profitability in 2026, accelerates AI business and ODM transformation
Higher display import duties signal India's push to localize flat panel manufacturing
AcBel's 1MW HVDC launch signals a strategic shift toward AI data centers as a core growth engine
SEALSQ, Gujarat govt, and Kaynes SemiCon sign MoU to establish India's first secure post-quantum semiconductor center
China pushes space-based AI from concept to deployment, industry group says
Pan-International pivots to humanoids with Magnax acquisition
Space industry investment surges to a new high after years of volatility
Taiwan's tech industry pushes govt on green energy supply and costs
15% relief without reassurance: Taiwan's auto industry after the tariff talks
Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform
Taiwan electronics makers lay out strategy for a shifting global economy
Taiwan reveals NT$1.25 trillion defense plan, targets 200,000-drone force
Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push
Taiwan-US tariff agreement expected to boost machine tool industry's global growth and reshape market dynamics
Compal chair predicts memory shortage, price surge to last until 2027
Compal chair celebrates 50 years with Kinpo Group amid Taiwan's demographic concerns
Resistor price surge spreads as Walsin Technology hikes pricing
AI and automotive growth drive rising demand for quartz frequency components
Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion
Compal eyes explosive AI server growth in 2026 after revenue dip
Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom
BOE production issues with iPhone OLED create opening for South Korean suppliers
China and Vietnam remain key manufacturing hubs even as US tariffs reshape Taiwanese investment
TikTok US joint venture formally established to comply with regulatory requirements
Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline
E Ink Holdings advances electronic shelf labels amid global smart retail growth
Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed
ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam
Tata Group to invest US$11 billion in Maharashtra's Innovation City, boosting India's AI and semiconductor ambitions
Qisda's US$101 million investment in Eastech signals push into high-value acoustic industry
Universal Microwave forecasts strong growth in LEO satellite orders, revenue set to surge 150% in 2026
Anthropic's funding round oversubscribed as revenue projection surges despite margin squeeze
Taiwan-US semiconductor pact's financing details spark interpretation issues with broader industrial implications
Samsung foundry ramps up utilization as Tesla orders near
India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
EU Cybersecurity Act revision plans to phase out Chinese high-risk tech suppliers
Rayzher restructures to boost global expansion and innovation in high-tech gas supply
Taiwanese industry views US investment positively as Taiwan seeks win-win trade deal
Thailand's tech hub ambitions: US$3.1 billion data centers, chip roadmap to 2050
SAS charts new profit trajectory with GaN surge and semiconductor service chain value enhancement
EU's fuel-car ban reversal leaves Euro automakers scrambling against Chinese rivals
'Freedom isn't free': AIT director pledges US backing for Taiwan's asymmetric warfare strategy, defense supply chain
ASML leads chip equipment charge into advanced packaging
Analysis: How Howard Lutnick is redrawing the memory-chip map
TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
Palo Alto Networks urges fighting AI threats with AI in 2026
TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms
South Korea-made EUV pellicles to be adopted at Samsung's Taylor fab
Google research finds that multi-agent debate within AI models improves reasoning beyond sheer computing power
RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike
Taiwanese firms remain cautious as AI bubble debate persists
Intel’s “better than guidance” quarter comes with a catch
Lip-Bu Tan faces Intel's first real bottleneck of the AI era
Intel slows its most ambitious node—and signals where the real battle is for now
Ennostar partners with Allos to mass-produce 8-inch GaN-on-Si microLED wafers
Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems
HBF likely overtaking HBM market by 2038 as commercialization speeds up
Fiberglass crunch spurs supply scramble as CCL makers ban order changes
Taiwan air cargo volume set to hit historic peak in 2026, driven by AI and chip exports
Chunghwa Telecom partners with SES to build North Asia's first O3b MEO ground station in Taiwan
BizLink's early move to Malaysia highlights shifting dynamics in global supply chains
NAND shortages help Phison to enter US server supply chain
Greenet eyes 123% revenue surge in 2025 amid rising semiconductor green power demand
Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries
Jan
22
2026
AMI Labs in talks for EUR3 billion valuation in effort to challenge dominant AI models
China rolls out trade-in subsidies again to support ICT device sales
OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows
Rapidtek's Black Kite-1 signals Taiwan's push into global low-orbit communications
SAS shifts SiC strategy with 12-inch wafers and AI glasses innovation
AI PC battle heats up as Nvidia and MediaTek join forces
How Sony-TCL tie-up could chip away at Samsung's OLED advantage
Why Sony finally let go of TVs
MFTBC, Foxconn to form joint venture for e-bus manufacturing
Commentary: In Bravia's handover, can TCL keep Sony's premium promise?
Nvidia overtakes Apple as TSMC's largest customer
Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla
Kioxia warns of tight NAND supply through 2027
GlobalWafers' Texas plant holds six-phase expansion potential
GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible
GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
Chinese AI chipmakers face mixed reactions to Nvidia H200 block
Mercedes-Benz scales back L3 autonomy as AI reshapes the auto industry
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships
Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk
PSMC to upgrade DRAM processes as demand strengthens
EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates
TYC expands presence in automotive supply chain with US manufacturing push
Chinese banks turn to satellites, boosting the country's commercial space industry
SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy
Commentary: China's NPI edge comes under pressure
Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
Google's TPU strategy said to give Inventec larger role in AI server manufacturing
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth
US-Taiwan tariff deal clears key uncertainty for chipmakers, says GlobalWafers chair
EMS watch: The year AI servers broke the EMS rankings
Nanya expects memory shortage through 1H27 amid surging demand
Rising China-Japan tensions put semi materials in the spotlight
Lutnick warns memory chipmakers may face 100% tariffs without US production
Why Intel poached a Qualcomm GPU chief to bet on AI graphics
QCT eyes AI supply chain integration battle with full-spectrum server strategy
Taiwan says investment decisions remain with firms, even with US push for local manufacturing
Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion
Raana Semiconductors raises US$3 million seed round to develop indigenous silicon ingot growth systems
US-Canada trade tensions rattle Detroit's Big Three
Taiwan PCB direct shipments to the US remain limited
Advanced lenses become critical as drones move beyond photography
Why Apple turns to Google's Gemini, sidelining OpenAI
Global robotaxi industry may take off in 2026
India-based Paras Defence enters semiconductor packaging with new subsidiary
BTL capitalizes on AI server testing capacity shortage
Taiwan machine tool industry poised for growth as US-Taiwan tariff agreement takes effect
Jan
21
2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo
TSMC capacity crunch signals opportunity for Samsung's advanced nodes
OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
AI servers and chips push Taiwan December exports to record highs
Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand
Samsung reportedly exploring ASMPT for TCB supply
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
AI demand boosts Unimicron and Nan Ya PCB profits in December 2025
Sequoia Capital signals potential investment shift to Anthropic
Siemens acquires ASTER to strengthen PCBA test and DFM capabilities
Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam
Twin rocket failures expose risks in China's space race
China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
Excellence Opto expands in Mexico to boost auto electronics
Davos 2026: AI takes center stage as leaders debate compute, control, and consequences
Asus phases out mobile phones but stays in market due to Google deal
Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market
Jabil invests in semiconductor power systems, expanding chipmaking footprint
2nm mobile SoC era begins with Xiaomi 18 flagship launch
US tariff easing slows supply chain shift to Southeast Asia
China's premier highlights AI large models in strategic development talks
Column: Japan bets on deep-sea rare earth mining to break China's supply grip
Bravo iDeas enters AI toy market with emotional AI companion integrating LLMs
Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
Google Chromebook aims for steady 2026 shipments despite memory supply challenges
oToBrite Electronics expands full-domain visual AI solutions as automotive-grade cameras enter unmanned vehicles and robots
Vietnam begins construction of first domestic semiconductor plant
Asia Optical bets on humanoid robots as its next growth engine
OpenAI reportedly charts five hardware devices, starting with 'Sweetpea' audio product
Intel recruits Qualcomm GPU chief to lead future AI PC efforts
Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
Nvidia challenges Apple's longtime TSMC priority
Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving
China tightens rare earth export controls to Japan, further fueling geopolitical tensions
Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry
China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
China's AI industry reshapes as GPUs rise to be core strategic asset
Trump signals new tariffs, casting fresh shadow over Europe's auto industry
Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment
A 100% tariff threat puts Taiwan’s memory makers on notice
Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
Sony and TCL move toward joint venture in home entertainment
Inventec ramps up robotics and automotive electronics, expecting sharp revenue growth
Behind trade barriers, Detroit risks falling behind
Taiwan's industrial park model goes global
South Korea plans US talks as chip tariffs heighten risks for Samsung, SK Hynix
China races to catch up with memory chip leaders in LPDDR6
Taiwan rolls out tiered electricity rates for data centers amid AI power crunch
Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
Jan
20
2026
Taiwan ramps up semiconductor research while US chip relocation debate rages on
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
PowerTech and ChipMOS report robust November profits amid strong memory demand
Samsung foundry utilization reportedly nears 60% as losses narrow
Musk moseys into encyclopedia arena as Wikipedia multiplies AI data partnerships
Trump's Greenland ambition triggers EU tariff war, shipping rates plunge
Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam
Advantest faces three standardization challenges in shift-left testing
Supply chain shifts strategies as China tightens rare earth export controls
ASUS chairman lays out 'All In AI' strategy under global trade headwinds
ASM International reports stronger orders as China's demand rebounds
Samsung reportedly to test EUV tools at Taylor fab in March
TSMC builds 'virtual IDM' for Apple chips
US semiconductor tariffs may weigh on Malaysia's export-driven industries
Nvidia Alpamayo sparks VLA computing power race as South Korea preps for autonomous ecosystem
Incentives out, tariffs in: Why Micron's New York megafab matters far beyond memory chips
HTC highlights security and enterprise deployment as keys for AI glasses growth
Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal
CviLux gains from AI server power overhaul as HVDC reshapes data center connectors
Taiwan IC designers wager on algorithms for the next boom
Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
Kaynes Semicon secures ISM fiscal support in India chip push
Micron's DRAM licensing to Powerchip reshapes DDR4 supply
Alibaba's Qwen expansion links AI directly to consumer services
HTC accelerates AI glasses ecosystem with AR roadmap and China-focused LLM partnerships
Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
AI bubble concerns ease with Taiwan's IT sector-driven economic growth
Epirus achieves first takedown of fiber-optic guided drone with microwave system
AI server power architecture upgrade drives structural growth in power connector industry
Foxconn deepened its manufacturing presence in China with new joint venture
Exclusive: Nvidia targets 2026 launch for Windows on Arm notebook
China's rare earth prices rise for 6th consecutive quarter, inflation pressure returns to supply chain
Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
Musk’s gigawatt AI bet is accelerating the global compute arms race
Smartphone chips hit 2nm in 2026. The real shock is the cost
Alibaba-backed PixVerse introduces real-time AI video tool with interactive control
Eternal Precision secures position in AI with glass substrate, panel-level packaging equipment
Naver Cloud fails South Korea's AI foundation model selection
BTL sees strong AI server orders, visibility extends to 2Q26
AUO turns Suzhou plant into 'Talent Lighthouse' with AI at the core
Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business
Vivo faces intensified competition in 2026 despite strong X300 smartphone sales
Samsung Device Solutions eyes 47% bonuses after profit surge
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price surge reshapes China's PC assembly market with renewed interest in older platforms
Jan
19
2026
SSD controllers face five challenges as NAND shortage drives sky-high prices
Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists
Taiwan carves robotics niche as humanoids proliferate
Column: How organizations and individuals can prep for quantum computing threats
Research Insight: The rising chip cost inside every car is forcing a rethink in China
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
Tesla accelerates AI chip development even with safety and software challenges
China's rare earth supply hit by factory blast as exports slip
Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive
Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
Foxconn strengthens US server presence post-tariff deal
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
Europe moves to reinforce its satellite internet ambitions with new OneWeb order
Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
Quanta rushing to hire and expand as AI server demand holds strong
Trump questions USMCA, opens door to Chinese carmakers
TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools
US-Taiwan trade pact clears path for tech supply chain hubs in America
Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion
US-Taiwan investment MOU brings clarity on future auto tariffs
Cost pressures push China LED price hike despite soft markets
Global power grids emerge as strategic choke points in AI and industrial competition race
Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets
China's Innosilicon launches LPDDR6 IP with commercial shipments
Yageo implements chip resistor price increase amid rising precious metal costs
Apple leads global smartphone market, Huawei tops China in 2025
Weekly news roundup: memory shortages, packaging power, TSMC's global pivot
Oppo counters rising memory prices with feature upgrades in A6 series
OpenAI taps Cerebras for US$10 billion AI chip buildout
Wistron posts record 2025 revenue despite margin pressure from system assembly
US-Taiwan defense ties deepen by 15% tariff cap
Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports
India roundup: Acer bets on growing PC penetration
Advantest ATE lead times remain tight as AI and memory markets expand
OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence
Taiwan PCB industry gearing up for record investment driven by AI cloud computing
NIST's PQC standards trigger global race to secure data before quantum attacks arrive
Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply
Machine identities outnumber humans as AI reshapes cybersecurity landscape in Asia Pacific
Oppo's reintegration of Realme signals push for cost discipline and sharper brand segmentation
Taiwan's DDI chipmakers fight for survival beyond displays
OpenAI flags China's AI surge with geopolitical ripples
Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026
Persistent shortages of advanced glass fiber cloud the AI chip outlook
Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors
Jan
18
2026
SK Hynix reportedly completes 1a DRAM upgrade at Wuxi plant in China
South Korea signs IP pact again, China-linked tech leaks still dominate
Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets
Apple and Google partnership on Gemini AI model signals major shift in Siri's personalization and privacy approach
Taiwan's HCMF Group and Kinpo Electronics team up to navigate an AI-driven auto industry
AgiBot faces dexterous hand tech challenges
SK Hynix accelerates advanced packaging from Korea to Indiana
MGC expands into AI liquid cooling market
Jan
17
2026
TSMC speeds up US expansion while keeping FX strategy simple
Internal memo reveals Micron has locked in PSMC HBM capacity through prepayment
Micron to buy PSMC Taiwan fab in $1.8bn deal as both recalibrate AI memory strategies
NIAR launches chip-level advanced packaging platform to boost Taiwan's semiconductor edge
Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition
Micron's new fabs target 2030 rollout as supply shortages linger
Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split
Render Network predicts fully brand-owned AI experiences and GPU-powered creation surge in 2026
NAND makers hike prices up to 100%, squeezing low-end consumer drives
US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector
Samsung DS rebounds to record KRW20 trillion under new leadership
Amkor to close longstanding Japan chip plant as EV demand slows
TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt
Canon eyes 2027 inkjet wafer planarization launch
Yageo secures full voting control of Shibaura Electronics after Tokyo delisting
Apple's LCD demand gives Radiant room to expand into AR and OLED
TSMC chair confirms long-term AI demand and commitment to US expansion
Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering
Jan
16
2026
How the 'Taiwan Model' works in Washington's latest tariff deal
Biwin Storage profit jumps 427% as memory cycle turns
Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry
Samsung to lift DRAM output 5% in 2026 as supply tightness persists
Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain
Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role
Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs
Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts
MediaTek scales flagship performance with Dimensity 9500s and 8500
Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics
US AI data centers face grid connection delays, drive new power supply models
Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years
Taiwan opens international tender for quantum computer purchase; US export ban remains key
Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears
US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear
US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks
Phison, Infinitix build enterprise AI infrastructure stack
Honlynn pivots to cloud, cybersecurity, and AI as TPEx debut nears
CES 2026 turns dexterous hands into a China-South Korea showdown
Challenges mount for China's solar industry as tax rebates end
Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise
Quanta's Yang sees triple-digit growth in 2026, no bubble concerns
Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom
Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
Commentary: TSMC's unstoppable momentum faces one wild card
Taiwan's urban mobility surges on digital platforms and shared transport
China's solar braces for 2Q26 shakeout as export tax rebate ends
China expedites photoresist localization to reduce Japan reliance
US data center growth strains electric grid, prompting proposed outages and industry pushback
Vietnam to set up national semiconductor chip prototyping center
CES 2026 review: Robots master origami, tickle the ivories, and fold your laundry
Tesla CEO reveals China's AI edge as xAI sparks US data center power race
Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
Foxconn holds the hardware keys to Apple's AI strategy
US extends AI chip controls to cloud access, China's overseas compute plans under risk
US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion
South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement
Taiwan secures preferential US tariff treatment for semiconductors
TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal
Commentary: 90-day negotiation is key in US chip tariffs
OpenAI's acquisition of Torch signals intensifying AI competition in healthcare sector
Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
Taiwan launches Smart Robot Research Center to advance everyday service robotics
US drops China drone proposal; Taiwan suppliers press ahead
Micro LED, robotics, photonics lift LED industry from price wars
AI's next bottleneck: Power infrastructure in Taiwan
Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
Foxconn, SoftBank deepen AI ties through sports sponsorships
Memory supply shortage to boost secondhand smartphone market growth
Jan
15
2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk
SK Hynix accelerates Yongin fab launch by three months
NIAR chair urges ITRI to take charge of applying research
Delta Electronics plans major manufacturing expansion in India to support 'Make in India' push
Samsung India business outlook brightened by AI and connected home offerings
Reliance plans AI platform to bring language-first access to every Indian
Taiwan accelerates drive to build silicon photonics ecosystem
Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues
Jorjin integrates US and Europe supply chains to target smart glasses
Llvision focuses on real-time translation over full-featured smart glasses
Column: Q-Day could break the internet—and the countdown has started
UHT, Fong Jaw partner on dual-use VTOL drone for defense and commercial markets
China takes cautious stance on US H200 chip export, prioritizes local chipmakers
CES 2026 insights: Taiwan IC designers push beyond consumer markets
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
Smartphone panel prices hit by memory price surge
Apple's services segment drives record revenue growth in 2025 amid slowing hardware sales
Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips
Taiwan unveils full scope of Ten Major AI Infrastructure Projects to build nationwide smart living ecosystem
Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
TSMC retains pricing power using Apple and AI dual structure
Syntec Technology reports strong revenue growth driven by smart manufacturing expansion
TSMC's 4Q25 revenue surges 20.5% on advanced process demand
Taiwan OTT growth stalls with viewership and subscriptions dropping, NCC reports
South Korea's memory chip giants pivot back to capacity expansion
CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market
PlayNitride teams up with Brillink to build optical interconnect platform
As AI data centers expand, Seetel rides a surge in energy storage demand
Maxscend's first annual loss exposes fab-lite strain and legal risks
ASML CEO claims China's EUV lags by 8 gen ahead of 4Q25 earnings
L'Atitude 52°N targets outdoor sports niche with smart glasses amid growing AI integration
Hotai Motor launches new RAV4 with strong early demand, aims to boost sales in 2026
Aurotek posts record revenue in December 2025 and full-year results amid strong demand
Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
Microsoft reportedly reorganizes teams to enhance GitHub and compete with emerging AI coding tools
Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows
Samsung reportedly files new HBM trademarks as HBM4 advances
TSMC Arizona yields depend on Taiwan's on-site experts
Taiwan's top teleco trio's steady 2025 growth beat expectations
Foxconn-HCL semiconductor joint venture to be named India Chip Private Limited
Intel CPU squeeze forces Asus Chromebook shift to MediaTek
Exclusive: T-Glass shortage ripples through memory and advanced packaging markets
Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
Feeder line capacity emerges as critical battleground in global energy and tech race
Rising memory prices lift Taiwan supply chain earnings
Apple fully embraces Google Gemini, ends mobile AI battle?
Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC
Japan fortifies rare-earth supply chain against China risk
Google launches Universal Commerce Protocol to streamline AI-driven shopping
91APP posts record December sales as iCHEF acquisition begins to pay off
AI transforms biomedical industry with new gene therapies and robotic manufacturing
OpenAI acquires Convogo in latest talent-focused deal
Taiwan chipmakers unfazed by US drone policy shifts
EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe
EU minimum-price rule shifts China EV dispute from tariffs to head-to-head competition
Taiwan's Holtek sees surge in MCU sales, launches compact energy and fire-safety units
China's WUS to build US$300m optical-electrical PCB hub for AI systems
EU adopts minimum price commitment to manage Chinese electric vehicle expansion
Hotai Motor sees limited short-term demand for US-made vehicles amid high costs
Taipower deploys AI-powered drones for boiler inspections, enhancing maintenance efficiency
GlobalWafers' Topsil advances ultra-pure float zone silicon for quantum tech
GlobalFoundries moves into processor IP with ARC acquisition from Synopsys
Jan
14
2026
Advanced packaging crunch lifts ASE, KYEC to new highs
Samsung shifts to develop AI companion for smart home
China tech restrictions complicate Reliance battery cell plans
China lifts semiconductor equipment localization to 35%
Ola Electric enters residential energy storage market with Shakti BESS launch
SK Hynix to invest in new advanced packaging plant amid AI memory demand
Meta doubles down on AI smart glasses, shuts VR studios
Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion
Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
SK Hynix reportedly trims consumer memory, shifts focus to servers
Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
Apple leads 2025 global smartphone sales with upgrade strategy
Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny
E-paper industry moves toward color as E Ink Holdings and Netronix report strong growth in 2025
China's new export trio drives 2025 trade growth
Taiwan prosecutors target OnePlus founder for arrest in illegal hiring probe
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
China extends anti-dumping tariffs on US and Korean polysilicon
Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation
CPO module output to grow by 137% annually as Taiwan fosters key photonic tech
Car displays evolve into vehicle-home connectivity hub
DeepSeek V4 and the new economics of AI compute
Automakers pivot from wheels to legs at CES 2026
South Korea's tech independence drive under scrutiny over China links
Genomics BioSci & Tech posts record monthly and annual revenues in 2025
Tatung targets 2026 for accelerated transformation amid strong power and EMS growth
HTSI gets boost from probe cards and engineering services
Smart glasses fade from CES 2026 spotlight as wearables evolve
Software-defined vehicles hit physical limits at CES 2026
U-Best Innovative develops water-based resin for automotive interiors, targets diverse sectors
CXMT launches US$4bn bid to break DRAM market control
Trusval posts record 2025 revenue on strong order visibility from customer expansions
Tsinghua's AI quartet and China's 20% bet on AI race
US drone policy swings highlight security and geopolitical tensions
Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
Luxshare and Wingtech clash over India asset transfer, take dispute to Singapore arbitration
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
Realtek and Phison compete to enter Nvidia's AI supply chain as memory tech upgrades
Meta reportedly to cut 10% from Reality Labs, launches Meta Compute for AI infrastructure
Formosa Plastics Group sees rising net loss in 2025
Chinese AI startup DeepSeek drives global adoption, raises geopolitical concerns
Darfon Energy Tech acquires Hitron to boost edge AI and industrial power solutions
Motorola eyes continued smartphone shipment growth through partnerships and overseas expansion
From wastewater to green materials: Ping Ho bets on semiconductor recycling
Motorola unveils SiC battery tech for lighter, longer-lasting smartphones
China signals photoresist localization shift in supply chain standoff with Japan
AI-driven rise in server power fuels shift to advanced cooling fan technologies
Samsung unveils groundbreaking 140-inch bezel-less microLED TV alongside 130-inch Micro RGB model at CES 2026
South Korea's fusion energy future questioned with sole focus on magnetic confinement fusion
China's GPU makers go public, advance to 6nm/7nm nodes
Acer Asia-Pacific targets double-digit annual growth
BlueField creates storage-powered AI boom, controller market expected to expand
AI boom pushes Taiwan's GDP growth past 7%, masking tariff and talent strains on non-ICT sectors
FCC approves major expansion of SpaceX's Starlink satellite network
BIZ FOCUS
Jan 6, 16:39
MSI Unveils Full Lineup of AI Products at CES 2026
Tuesday 6 January 2026
SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
Tuesday 6 January 2026
Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
Tuesday 6 January 2026
Skyted's Sound Bubble at CES 2026
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TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%
Musk vows to build 2nm fab, claims industry got cleanroom wrong
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
Memory shortages to persist through 2026 as AI server demand surges
Memory chip super cycle opens door for China to challenge South Korea
TSMC's capex surprise reveals blind spots in semiconductor forecasting
AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages
Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
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Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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