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GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI

IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap

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