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Commentary: ASML's upcoming financial reports highlights EUV capacity challenges

Tomorrow's Headlines

Analysis: China's humanoid robot market soldifies three-way competition

Tomorrow's Headlines

Samsung plans to add Pro model to Galaxy S27 lineup

Tomorrow's Headlines

Aces' AI server business to become main growth driver amid surge in high-speed interconnect demand

Tomorrow's Headlines

Apple leverages supply chain advantage to boost market share despite AI lag

Tomorrow's Headlines

Chinese SSD maker Dapustor sees rising QLC demand amid AI-driven storage growth

Tomorrow's Headlines

Apr

7

2026

Interview: Agentic AI is creating a new frontier of cybersecurity risks

Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge

IndieSemiC eyes India's general-purpose chip gap with Kaynes OSAT deal

Quobly moves quantum chips into volume production

FOPLP and WMCM emerge as key to fan-out packaging competitive field

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

US MATCH bill targets China chip equipment, services

From components to systems: Ennostar to highlight optical comms, automation tech at Touch Taiwan

China seeks break from Nvidia CUDA grip in AI chips

Rapid deployment and flexible scalability drive the rise of modular data centers

Korean chip suppliers face second year of price cuts despite AI boom

Arm's three-pronged approach increases pressure on x86 in cloud CPU market

UBTech sees losses and margins improve as humanoid robots drive 40% of revenue

In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack

Global AI chip suppliers compete as TSMC remains top foundry partner

MSScorps targets CPO demand with in-house silicon photonics test platform

MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC

Innodisk revenue jumps 4x in March, first-quarter hits record

US PIPIR advances drone-missile strategy, integrating Taiwan into 'non-China' defense supply chains in Indo-Pacific

Price wars and vertical integration reshape China's auto industry

China's auto sales shift, but price war shows no sign of ending

Google's chip revisions raise questions for MediaTek's growth plans

Foxconn posts strong March revenue, expects 2Q26 growth despite seasonal trends

Exclusive: Apple reportedly shifts over 40% of MacBook production to Vietnam, including new budget Neo model

Taiwan, Japan join forces on next-gen drones with core technology alliance

China AI platforms compete for developer access via OpenClaw mirror

PCB bottlenecks, freight costs push electronics prices higher

Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona

Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk

Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase

AI is the new electricity — and it's already rewiring the ad industry

AMT expands into medical and e-paper amid geopolitical uncertainty

Acer's smart mobility sector to hit double-digit growth in 2026

With Vera, Nvidia stops borrowing and starts building its own CPU muscle

Canada welcomes Chinese EVs as US draws hard line

CCL expansion triggers equipment shortages; lead times extend up to two years

China channels billions into space start-ups through IPO pipeline

Apr

6

2026

Smartphone order cuts hit IC design as recovery pushes to 2027

Out of this world: Taiwan's supply chain sets sights on orbital data centers

China 2.5D packaging demand surges, supporting Korean backend equipment growth

India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

Apr

5

2026

E Ink rides AI-driven power surge as energy concerns boost e-paper demand

Apple pricing seen as key to 2026 smartphone slump

Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise

Taiwan's plan to bring AI into traditional manufacturing heartland

DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes

China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties

Apr

4

2026

Taiwan space body makes global push with EU and US expo debut

Semco raises ABF substrate prices as AI server demand surges

Taiwan-Silicon Valley start-up Anvil Robotics aims to scale intelligent machines

Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent

How second-tier powers are bypassing big tech via Taiwan

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

New contender to Starlink: Amazon in talks to acquire Globalstar

Samsung strike threat clouds PMIC, mature-node outlook

Apr

3

2026

PSMC moves up value chain as Europe taps Taiwan to commercialize AI chip research

PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks

2026 USTR Report: landmark 'ART' pact reshapes US-Taiwan trade landscape

Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage

US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

US-China trade tensions deepen as supply chains fracture despite tariff truce

J-mex accelerates IMU motion capture tech to lower robot training costs

Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis

Software-defined vehicles: Longevity vs. rapid tech change

Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers

Memory stocks rattled by TurboQuant, but demand outlook holds

LG Energy Solution reportedly adopts new battery method for Tesla

Apr

2

2026

Wiwynn taps optics chief to deepen CPO push for AI servers

SpaceX files for IPO, setting stage for potential US$1.75 trillion valuation

IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment

Copper price surge drives quarterly lead frame price hikes

South Korea reportedly advances GaAs localization with 95% yield on 4-inch process

Precious metal surge drives price hikes for frequency components at TXC and Tai-Saw

Samsung reportedly supplies Exynos modem chips to Fibocom for 5G module mass production

Taiwan car market shows structural shifts, with Tesla deliveries surging

South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn

Intel expands SambaNova stake, governance questions surface

Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance

Samsung ramps Texas fab as engineers gather for 2nm push

France backs Taiwan's ProLogium with EUR1.5B subsidy to build solid-state battery factory

Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates

TCL acquires majority stake in Sony's home entertainment business in a strategic global JV

Ajinomoto faces stakeholder pressure to raise ABF prices

Up Young targets double-digit revenue growth in 2026 through business and brand expansion

Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs

Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

TSMC's US expansion held ransom as JASM takes flight

Mobile chip inventory correction weighs on OSAT supply chain

Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite

Samsung upgrades Austin fab, signals dual-track US chip strategy

South Korea's market volatility hands Taiwan a rare edge in AI

Chinese companies capture nearly 41% of domestic AI accelerator server market

Commentary: What's the real game behind Arm's chip venture?

Dixon launches India's first homegrown display module fab with broad capacity expansion

Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era

TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active

Microsoft bets US$6.5 billion on Southeast Asia AI buildout, spanning Singapore and Thailand

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

Boom turns cautious: Mexico reassesses its embrace of Chinese cars

Notebook shortages persist despite rumors of easing memory prices

Intel buyback signals shift beyond austerity as chipmaker regains confidence

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Foxconn rotates CEO to Michael Chiang to tighten profit discipline and governance

Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle

ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround

Starcloud bets on space-based computing with fresh funding

Interview: How Europe's two-year AI lag is becoming a security liability

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

TSMC says COUPE platform set for production as Samsung outlines SiPh push

Ennoconn advances retail solutions with integrated hardware and services

Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

Taiwan deploys air force and drones for cloud seeding in Hsinchu

Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud

Column: How US states are rolling out red carpet for drone makers

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

MG adopts semi-solid batteries to boost EV range in Europe