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7 days
14 days
May
29
2026
Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit
Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging
Airoha deepens focus on networking and wireless edge AI
Tariff relief tips the scales toward Taiwan over SEA in US auto parts sourcing
Foxconn to break ground on France chip-packaging plant, pursues Africa sovereign-AI
Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
Arm deepens ties with Taiwan chip designer QBit around edge AI and cybersecurity
MediaTek weighs price hikes, reaffirms TSMC partnership
BYD unveils 4nm autonomous driving chip, expanding 'God's Eye' intelligent driving strategy
CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses
Quanta projects strong 2026 AI demand as it expands server and wearable production
Foxconn says its quantum computing unit aims for commercial takeoff around 2030
Unimicron targets record 2026 revenue with ABF and AI system-board push
Foxconn chairman sets new profit target as 2025 earnings hit record high
Xpeng swings back to loss in 1Q26 as seasonal slowdown hits deliveries
Xiaomi names new Taiwan general manager and unveils four strategic priorities
IBM targets AI-era trust with open source security, quantum computing bets
From cloud to factory floor: KETI outlines four directions shaping next-gen physical AI chips
Delta Electronics looks to micro grids as auto slugs through EV slowdown
Taiwan auto parts makers look to capitalize on US tariff cuts
Taiwan turns to AI and drones as defense demand rises
Anthropic reaches US$965B valuation, placing it ahead of OpenAI
Foxconn shifts gears from electronics maker to physical-industries powerhouse
Intel's foundry comeback hinges on advanced packaging
Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips
Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups
Pegatron expects tenfold growth in AI servers, defines four key business models
India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology
Apple doubles down on Siri and edge AI to close GenAI gap
Big tech goes all-in on AI — but the next gen has reservations
Foxconn tops 40% AI server share, CPO leadership in sight
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
EU seeks to spur government buying of homegrown chips
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
Dell posts record results and lifts full-year outlook on AI demand
Samsung begins shipment of HBM4E samples as AI memory competition intensifies
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility
Ampower sees surging order backlog as it accelerates overseas micro grid push
Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract
Anthropic expands India leadership team as enterprise and startup AI adoption accelerates
Morgan Stanley: Supply constraints to drive next phase of the AI boom
Acer sees AI token economy extending Taiwan's PC supply-chain gains
MediaTek brings Wi-Fi 8, 6G and optical interconnects to COMPUTEX
Export controls cast a shadow over AI's optical communications supply chain
DeepX targets wider NPU partnerships at Computex 2026
Column: Embodied reasoning brings robots closer to deeper thinking
SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing
Taiwan's Panel maker TPK bets on UK energy storage boom with Sumitomo and GRID tie-up
Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market
Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC
May
28
2026
Nvidia CEO Jensen Huang hosts trillion-dollar dinner for Taiwan AI suppliers
Iteq sees AI data center demand lift M7+ CCL shipments
FuriosaAI and Broadcom partner on AI inference platform for agentic computing era
US kicks off non-semiconductor tariff relief for Taiwan under investment MOU
Taiwan's Tmytek files for public listing, pushes millimeter-wave chips into satellites, defense, and 6G
Lenovo bets on on-device AI to lift business PC upgrades
ASE launches first automated PLP line, eyes 1H27 production
Taiwan's Thunder Tiger rejects China supply chain claims, advances to Phase II of US Drone Dominance Program
Amazon and Snowflake expand alliance amid agentic AI race
Huawei chip chief says post-Moore race is no longer just about nanometers
Salesforce Taiwan targets double-digit growth on AI applications and services
Apple's entry-level push puts pressure on Windows notebook makers
CXMT cleared for IPO listing; could boost China's memory supply chain
Solidigm appoints co-CEOs to split operations and growth responsibilities
Semiconductors and AI are pillars of Taiwan's global prosperity, says Taiwanese president
Peking University's true-3D EDA tool gives Huawei's LogicFolding chip roadmap critical design link
SK Hynix turns Big Tech's memory scramble into tougher supply terms
EU plans satellite spectrum shift that could open door to Starlink and Amazon
TECO targets AI data center market with modular, North America and Southeast Asia push
US cuts Section 232 tariffs to 15% boosting Taiwan auto parts competitiveness
Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role
ProLogium to list on Nasdaq via US$3.8 billion merger with TDAC
Commentary: China's AI chip certification becomes new market gatekeeper
Synopsys flags mixed regional trends as China growth contrasts with weaker Western demand
SAS succession complete as founder Mingguang Lu exits board amid diversified growth
Huawei Tau Law series 3: Global chip experts split over China's post-Moore push
Synopsys sees agentic AI and Ansys integration expanding long-term growth opportunities
Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal
Wonik IPS secures Visionox XR display etcher order for Kunshan OLED line
China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI
China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground
ByteDance's chip ambition grows with US$70 billion capex plan
Qualcomm wins ASIC customers beyond ByteDance
Formosa Chemicals maps turnaround through hydrogen, AI, and semiconductor materials
Synopsys sees hyperscaler chip ambitions fueling AI-related demand
Marvell raises multi-year outlook as AI data center demand drives accelerating growth
Marvell eyes XPU and attach wins as pillars of custom silicon growth
Marvell expands silicon photonics, switching, and interconnect roadmap
Nvidia's move into Beitou-Shilin Tech Park raises AI power demand; Taipower uses dual-track strategy to push substation development
Huawei's Watch Fit series surpasses 24 million shipments as wearables push global growth
Synopsys raises fiscal 2026 outlook after strong second-quarter revenue growth
Formosa Chemicals to showcase low-carbon 5N5 hydrogen and semiconductor materials at COMPUTEX 2026
Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion
IRIS Optronics opens Tokyo office and launches B3 full-color e-paper for transit advertising
Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing
Pentagon ramps AI adoption and moves to buy 200,000 small drones by 2027
Airbus warns A350 and A320neo delivery delays could persist through 2030
China tightens travel bans on private-sector AI to stem tech leaks
China Airlines rides Taiwan's AI boom to record cargo profits
Computex 2026 adds robotics zone, Taiwan supply chain gathers
Samsung foundry targets robotics, auto AI chips with Cadence platform
UMC readies price hikes, kicks off 2027 customer talks
Yageo tops Murata in AI-driven passive component orders
Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26
Asia Optical bets on robot lenses and AR/VR push for 2026 growth
Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026
Laster Tech enters the robot joint control supply chain and wins North American auto orders
Taiwan's GLT diversifies into auto and medical markets, expands Southeast Asia production
QRT eyes aerospace, defense growth with portable chip radiation tester
Shiny Chemical sees AI and advanced semiconductor processes drive IPA and PM capacity expansion
Ezconn moves up AI optics chain with CPO and silicon photonics
May
27
2026
Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners
TSMC CEO promises bonus growth above 30% in 2026 if performance holds
Samsung reportedly to expand Vietnam footprint with new memory chip testing plant
Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
Unitree sprints toward IPO as profits crumble under rising costs
From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test
GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition
Yulon advances AI-driven transformation to boost domestic production and exports
Sino-American Silicon taps AI to tackle Taiwan's green power crunch
Humanoid robot mass production hits a thermal wall
TAITRA says Computex participating firms exceed US$10 trillion in market value
Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
WinWay weighs Texas shift after AI chip testing surge in North America
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion
Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem
Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog
Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
China clears 9 domestic AI chips for state procurement
WinWay's new Kaohsiung plant to break ground on May 29
Samsung wage deal pushed through by chip workers, widening bonus divide
VinFast names new chair to tackle global expansion
Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market
Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added
CSP capex surge fuels hot AI server demand and tight supply in 2026
OpenAI targets smaller advertisers in push to make ChatGPT ads pay off
Hiwin opens Italy HQ, bridging Europe to global markets
Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor
Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'
China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters
Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle
Microsoft flattens leadership to speed AI decision-making across businesses
Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation
Copper crunch hits components cost amid AI demand surge
Broadcom and Taiwan's chipmakers ride ASIC wave
Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026
Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026
China Electric outlines AI-driven digital transformation to lift 2026 profits
Kinpo accelerates ODM push into AI servers and EV chargers
AI infrastructure spending lifts Taiwan electronics sector outlook
Motorola launches Razr fold in Taiwan as foldable market gains momentum
Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
Column: Quantum-classical computing's promise meets its hardware limits
Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026
Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy
Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
Mexico emerges as new front line in global auto supply chain
China tightens drone, flying-car rules as low-altitude market takes off
Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand
SK Hynix seeks to embed cooling inside HBM to beat the heat
TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?
Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way
PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors
Taiwan's quiet fix for GPS-denied drones and satellites
Thunder Tiger, Elan eye defense and commercial drone markets
TSMC CEO to address bonus backlash in person as Jensen Huang's visit puts Taiwan chipmaker in spotlight
May
26
2026
Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out
Darfon Electronics invests in AI cooling systems maker GrAndvance
Let there be limits—Pope Leo invokes scripture on AI's moral peril, Anthropic in tow
LED maker Ennostar pivots to optical interconnects after high-value shift agin traction
Alchip: ASIC growth may outpace the broader GPU market
Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners
Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules
Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight
Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers
Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law
Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing
Wiwynn expands US capacity as AI server boom strains power and supply chains
AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem
E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026
Win Semiconductors bets on optical and satellite communications growth
Samsung's P4 HBM push could worsen DRAM crunch in 2027
Intel's Rio Rancho fab becomes test case for AI-era chip packaging
GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch
Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap
ASML expands Taiwan hiring and operations to meet advanced chip demand
Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry
Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China
Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport
GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges
China pushes homegrown AI stack with local chips, LLMs
Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab
Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex
Taiwan MLCC makers plug into AI server demand
Wingtech sues Nexperia for US$1.2B as it fights delisting risk
Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
TP-Link India begins local manufacturing of Wi‑Fi 7, aiming to boost global supply
Micron expands US DDR4 output as AI keeps global supply tight
Lightmatter joins TSMC on COUPE for 3D optical engines
NTT updates tsuzumi 2 to read charts and boost numerical reasoning
Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI
Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers
Castrol moves into AI liquid-cooling testing and lifecycle services for data centers
Chun Yuan Steel positions for growth as Toyota readies Taiwan production base
Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition
Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
ADATA outlines cloud-to-edge AI ecosystem and cost-cutting AI Scaler at COMPUTEX 2026
TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026
Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties
Inside China's humanoid robot boom: Price war, fractured supply chains
Analysis: Nvidia's Vera CPU opens new front in data center chip race
Japan's carmakers stopped fighting Chinese EVs — and started copying them
Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment
TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike
May
25
2026
Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation
Beyond Silicon Valley: Lam Capital's startup contest goes global
BYD and Chery lead China's advance into Europe's EV market
Physical AI boosts edge demand, lifting IPC order visibility
Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance
Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth
Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
CATL weighs stake in AI startup deepSeek
India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets
GoPro takeover talks highlight China's growing clout in cameras
Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties
Blue Origin to expand Rocket Park campus in Florida with US$600 million investment
Lam Research CEO: New fabs alone will not solve chip bottlenecks
Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
Foxtron advances full-stack EV vision at 2026 shareholder meeting
AI servers drive order growth; Weltrend's fan motor driver IC visibility strong
Geopolitics and AI push US energy storage to record-breaking quarter
Nan Pao joint venture nears full capacity as semiconductor demand rises
China launches OpenHarmony robot OS for humanoids and AI robotics
Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map
India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits
AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers
Hiroca ramps global expansion and smart cockpit products to drive second-half recovery
Ample Electronic says AI demand is boosting MLCC-related passive components
Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough
Global PMX shifts into AI server cooling as demand for AI compute soars
DeepSeek makes 75% API discount permanent, intensifying global AI price war
Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall
Univacco sees steady 2026 sales growth from Poland plant, North America momentum
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment
Huawei targets AI optical networking with InP chip startup investment
Singapore launches physical AI testbed at Punggol Digital District
BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5
Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines
Manus eyes US$1 billion buyback after Beijing blocks Meta deal
Samsung Electro-Mechanics secures large silicon capacitor supply contract
Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
EGAT pivots into drones to capture US and European defense and commercial demand
Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls
Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration
BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials
Grok falters across government and enterprise as SpaceX pivots to lease idle compute
AI spending forces enterprises to shorten SaaS deals and demand new pricing protections
Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up
Column: World Models—taxonomy and technical foundations in embodied AI
China's EV price war gives way to rising costs
Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships
Tech Forum 2026: AI data centers turn to on-site power amid grid constraints
Samsung's China exit shows Korean brands under pressure
India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge
Syntec Technology profit hits record as AI drives factory automation demand
AI server boom lifts memory interface chip leader, but DDR5 risks linger
AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27
Embedded substrates draw AI chip interest as packaging turns strategic
May
24
2026
OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties
China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
AI server boom squeezes Samsung Electro-Mechanics' component supply
Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply
BIZ FOCUS
Apr 28, 08:00
AI anti-fraud solution wins virtual asset security hackathon
Monday 27 April 2026
SK hynix receives 2026 IEEE Corporate Innovation Award
Monday 27 April 2026
Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
Friday 24 April 2026
NewPower Named HPE 2026 Partner of the Year
MOST-READ
7 DAYS NEWS
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race
AMD's 2nm defection to Samsung dents TSMC's AI grip
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
Intel's revival secret: Suppliers with TSMC's stamp of approval
Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC
Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology
Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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