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Chinese automakers gain share in Europe as legacy carmakers partner to cut costs

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Chinese PCB makers invest heavily to chase high-end markets

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Alibaba Cloud pushes modular data centers in Wulanchabu

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Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination

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Alibaba Cloud’s five super data centers shift into AI compute battlefields

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Aug

13

2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Oracle's transformation from enterprise software to AI powerhouse

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

Taiwan's carbon fee era begins, science parks roll out measures

Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

Qisda eyes AI infrastructure as fastest-growing business opportunity

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron profit surges on AI server shipments and stronger product mix

Samsung delays High-NA EUV adoption until 1nm production in 2030

LandMark Optoelectronics posts surge in profit on silicon photonics demand

Asus raises server outlook as AI demand lifts record second quarter results

Asus projects up to 150% server growth as AI demand lifts results

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

South Korea plans new sovereign wealth fund to back AI, robots, supply chains

Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%

Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation

Pegatron sees 2026 server growth beat expectations

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture

Tencent starts paying for AI in cash, core business is covering the bill

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware

Column: Forecasting the planet, one foundation model at a time

Alphabet's DeepMind shake-up caps months of AI stumbles

AI inference surge lifts NAND market to record revenue: Counterpoint

Ledlink swings to profit in 2Q26

Seetel tops NT$8.2B in first seven months amid US and Australia expansion

ITTS reports first-half growth as ERP and AI projects gain traction

PC 2H26 pull-forward correction hits peripheral chip makers

Foxconn signals sharper push into AI as Sharp partnership enters new phase

LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

GaAs gains ground in short-reach AI optics as InP constraints mount

Intel signals memory push after hiring former SK Hynix CEO

Hanmi pulls ahead of Hanwha as HBM4 orders rebound

India's state of Odisha sweetens chips, renewable energy incentives to court ISM projects

Univacco reports record 2Q profit and revenue as 3Q demand builds

Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment

Siemens EDA unveils AI-Native Design strategy in South Korea

Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack

NXP expands Malaysia factory to bolster global chip supply resilience

Nvidia's compute financing push signals a new phase for AI spending

Foxconn buys new land for optical communications expansion

Nvidia seeks to ease credit risk concerns over US$500B AI financing plan

Sodium batteries get 28-month tax window in China

Taiwan manufacturers call for faster nuclear restart to keep pace with AI, chip growth

OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory

409.6T switches could push industry toward CPO, Arista says

Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment

Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips

TSMC-Sony image sensor venture pushes Japan chip investment to JPY6 trillion

Yangtze Memory-backed capital expands into FD-SOI specialty process investment

Can diamond rewrite the rules of AI chip cooling? Wiwynn is putting it to the test

Naver backs Anthropic in broader AI push

India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion

LSE Semiconductor wins strategic investment from TIS

From lab bench to IPO: How Taiwan's top university aims to turn professors into founders, campus into a unicorn factory

Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

Japan's H3 rocket launches Michibiki 7 into orbit

Vietnam opens Haiphong free trade zone to court semiconductor investment

South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund

Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips

AgiBot overtakes Unitree as China expands its lead in humanoid robots

Hengs revenue surges 178% as solar EPC projects reach recognition peak

Taoyuan plans AI manufacturing park in Guanyin to support server supply chain

Progate posts record profit on TSMC, Synopsys ecosystem gains

Anli-KY lifts July revenue on AI server and drone product shipments

Inventec posts record second-quarter profit as notebook margins narrow

Apogee turns profitable in 2Q26 on AI data center demand

Aug

12

2026

Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout

Electronic paper sheds niche label as ESL demand surges

Column: AI jailbreak incident highlights fresh demand for supply-chain resilience

OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale

OCP APAC 2026: Ecosystem not yet ready for co-packaged optics, ASE's Nicole Tien warns

Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1

Aleees wins Tesla supply deal as new LFP plant eyes Tainan

Tesla emerges as biggest winner from Germany's EV subsidies, while China-made models gain ground

OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

Sercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high

OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

CXMT DDR5 yield tops 90%, narrowing gap with Samsung

OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

FocalTech expects demand to improve in the second half of 2026

OCP APAC 2026: Applied Materials exec calls for hardware co-optimization to solve AI power crisis

SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

Zhong Yang ramps up Thailand production as drone orders shift from China

Tesla FSD faces key EU review over regulations and transparency

Intel's Israel fab stirs back to life, but case for 14A remains unconfirmed

Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

OCP APAC 2026: Microsoft leans on Taiwan supply chain for 'silicon-to-systems' AI buildout

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

Cash deposits reshape memory supply deals

Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs

OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack

Supermicro defends margin outlook and order quality amid analyst scrutiny

DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity

SpaceXAI launches Grok Bot as AI agent race shifts toward autonomous work

China's polysilicon makers draw cost floor after solar losses top US$1.9 billion

Amazon builds 7.65 GW gas plant for Texas AI data center campus

Haechitech enters eSSD sensors as it prepares Kosdaq listing

Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks

OCP APAC 2026: TSMC says AI advanced packaging enters system-level battle

SPIL breaks ground on NT$100B Douliu plant, targeting operations in 2028

South Korea deepens semiconductor ceramics collaboration amid chip industry expansion

CoreWeave accelerates power expansion as AI infrastructure demand surges

Fudan's single-electron memory breakthrough opens new path for 2D chip scaling

IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates

Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing

OCP APAC 2026: ASE unveils AI packaging trilogy

Samsung HBM4 yield nears 80% in push to rival SK Hynix

CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough

Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Apple's shadow looms over TSMC's Sony sensor deal

Synnex sees strong growth in value-added commercial IT, semiconductors

TSMC-Sony's US$4.69B sensor venture is a defensive play against Samsung and China

Silicon Motion raises private placement to US$1B, targets agentic AI

AI server tracker: King Slide, Quanta and AIC lead July growth

Laster Tech narrows second quarter loss as LED headlamp orders improve

MediaTek July 2026 revenue falls as non-mobile units offset slowdown

Nvidia denies Rubin Ultra downgrade, cites flexible SKUs

Tsang Yow's semiconductor parts business drives profit growth in 2Q

OCP APAC 2026: TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year

Panel makers turn to AI packaging as old fabs gain value

OCP APAC 2026: Murata upgrades power, optical products as AI data centers strain global infrastructure

Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Topco and Wah Lee post record July sales on semiconductor materials demand

Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Lite-On's LEO satellite power growth signals a deeper shift in global manufacturing

Hyundai Motor Group's robot push could reshape South Korea's industrial competition

Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices

Samsung weighs power subsidiary to secure semiconductor electricity by 2027

Ubiqconn July revenue rises 18% as satellite applications jump 415%

Samsung to add 1 million Galaxy Z Fold8 units as foldable demand surges

DEEPX wins South Korean air base contract for domestic AI surveillance NPU

Google DeepMind open-sources WeatherNext after hurricane forecast breakthrough

Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

As renewables overtake coal, microgrids become AI's next frontier

South Korea elevates SMR to national strategy, boosts nuclear investment

Taiwan ranks fifth globally for cyber threats, with semiconductors and finance prime targets

Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

California satellite makers expand as office vacancies become factory space

AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains

Everlight starts Thailand plant to boost AI server and auto supply chains

Etron reports record July revenue as memory prices surge

Aug

11

2026

TSMC commits JPY282 billion to Sony sensor JV as AI demand outruns Sony's 40nm process

EOC turns profitable in 1H26 as optical communications demand rebounds

Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Google readies Pixel 11 lineup, market breakthrough still under question

OCP APAC 2026: TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

SK Hynix becomes Kioxia's largest shareholder as Toshiba trims stake

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

GMT says PMIC demand outstrips supply, prioritizes wafer grabs

China's Long March 7A rocket explodes 85 seconds after liftoff in rare launch failure

Gemtek, CyberTAN see YoY growth turn positive in July

Nvidia taps Wall Street for US$500B AI infrastructure financing network

Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Column: The everyday philosophy of supply chain resilience

Amkor reportedly weighs China stake sale as multinationals reassess footprint

Interview: Nvidia says networking is the core of AI computing as AI factories scale

China's tightening visa curbs test India's electronics manufacturing ambitions

Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

Global supply chains buckle as helium shortages and China's price edge hit Taiwan

YAGEO, Walsin post record July sales as AI demand lifts passive components

Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

Power Win's 1H26 profit already tops 2025 as EV battery recycling surges eightfold

Google's Gemini delay puts pressure on its AI leadership

Catcher says notebook component shortages cut 2Q26 revenue

IC distributors post strong July sales on AI, cloud, and infrastructure demand

Gudeng posts record seven-month revenue on EUV Pod orders and global demand

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Taiwan and China see more students choose STEM as tech demand rises

Intel plans US$15B stock offering to fund AI-driven growth

Analysis: Google's AI shake-up shifts power from star scientists to managers

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Liying posts record July revenue as AI chip recycling demand rises

China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

Yesiang posts record revenue for third straight month on advanced process demand

Weak China auto demand sends parts maker Hiroca deeper into North America, Japan

Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%

Trusval posts record profit on semiconductor fab and memory project demand

Meta bets open, on-device model can win AI power struggle

Asus posts record July revenue on strong AI server demand

Anthropic taps Macquarie and GIC to build AI data centers under new venture

Chip price increases are set to keep spreading into the second half of 2026

Air freight tightens in Asia as tariff-driven ocean demand fades

Chinese automakers push Europe share to 9% as trade fight intensifies

UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

MA-tek reports record July revenue on glass-substrate testing demand

Jiuhan lifts first-half profit 400% on NT$11 billion order book

UMC revenue climbs to a 45-month high as wafer prices rise

China's AMIES lands repeat orders for 350nm lithography system

Memory crunch pushes Apple toward China—and into Washington's security dilemma

Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

PSA, NTUT sign NT$50 million AI research and talent deal

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

Taiwan optical firms diverge in CPO push as Corning looms large

Google's US$15B India AI data center faces environmental backlash

Foxconn Research Institute maps four-stage LEO roadmap from relay satellites to AI-native networks

UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26

Radiant braces for Apple delays as auto, AI PC lift growth

South Korean minister warns about CXMT capex as semiconductor profits debate heats up

Europe and US IDM giants expand China EV share on capacity, tech edge

Aug

10

2026

SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

Hotai Leasing to debut on the Taiwan stock market on August 11

Sony, TSMC to spend US$6.3 billion on Japan image sensor venture, Nikkei says

Acer Gadget lifts revenue on smart-life peripherals and plans 2H expansion

Unitree CEO eyes embodied AI and robot expansion

Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing

TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

SuperAlloy boosts profit and expands into semiconductor green supply chains

Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck

Naver revenue hit a record in 2Q26 as AI spending held down profit

Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26

FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

Nvidia reportedly weighs up to US$3B stake in Lancium

OCI rides AI, space solar boom as SpaceX deepens polysilicon ties

Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion

Apple tests CXMT memory chips as shortage, price pressures persist

Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key

SK Hynix faces US patent fight over HBM, 3D NAND

Semiconductor material prices surge across silicon wafers, specialty gases and advanced packaging

Starlink, Amazon squeeze satellite broadband newcomers toward niche markets

Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Hiwin earns S&P and DJSI sustainability recognitions on four-way carbon cuts

King Slide confident in next 3 years, aiming for US production in September

Taiwan sees limited chip impact from new US polysilicon tariff

Ex-SK Hynix employee gets 18 months for leaking chip secrets to Chinese firms

Himax sees automotive DDI demand recover, set for double-digit growth

Adata sees memory uptrend extend into 1H27

Wiwynn raises Q2 margin as customer procurement shifts take hold

German EV subsidies lift Chinese automakers in a reshaped market

Ennostar keeps full-year profit target as memory price surge boosts RGB TV backlight demand

Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography

Taiwan drones still rely on foreign chips despite shift away from China

From fabs to feedstock: Washington moves electronics supply-chain controls upstream

Winbond sees tighter memory supply and bigger expansion payoff ahead

Samsung unveils 200MP image sensor as Oppo targets first adoption

High production keeps TV panel prices falling in August

LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales

Russia's Rassvet constellation edges closer to persistent Ukraine coverage

DeepSeek takes Unitree stake to pair AI models with humanoid robots

India roundup: Chip push broadens as localization and capacity remain works in progress

Kinko July revenue jumps to 12-year high on optical demand

Winmate revenue rises as defense and edge AI orders gain momentum

Ability Enterprise July revenue hits decade high on stronger optical module shipments

Aurotek profit jumps on embodied AI and semiconductor automation demand

Column: Greening the Gobi Desert—how China built Inner Mongolia's wind power ecosystem

South Korea charges into the humanoid robot race as conglomerates mobilize

China’s new renewable rules drive a surge in hydrogen investment

Aug

9

2026

Commentary: From free flow to tight control — how tech talent became a national security asset

Greenfiltec posts first-half loss as activated carbon costs squeeze margins

Rethinking road safety: Why existing safety standards can no longer keep pace with autonomous vehicles' advances

WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027

Rohm sees AI server demand lift first-quarter profit 4,825%

Ajinomoto rides advanced packaging boom as ABF demand surges

Macronix, Winbond post record July revenue as memory prices rise

Hanwha Aerospace turns trillion-won profit into AI, unmanned warfare push

Genius Electronic Optical revenue rose 39% in July as lens demand entered peak season

Innodisk posts record second quarter profit on AI and memory demand

VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook

EOI posts record first-half revenue and profit on auto LED demand

Aug

8

2026

Quanta posts second-highest monthly revenue as notebook shipments plunge 38%

Compeq says satellite and data center orders will drive second-half growth

TSMC vs. UMC and beyond: the hostile bids that forged Taiwan's chip dominance

Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain

Taiwan team builds high-performance MoS2 transistor to ease 2D semiconductor limits

Analysis: Memory makers hold US$38 billion that isn't theirs to keep

Clevo bets on differentiated design for 2H26 notebook growth

IT panel demand cools as August prices hold steady

Elan warns CPU and DRAM shortages will strain 2H26 PC demand

Interview: SailPoint says Taiwan hardware leads but identity governance lags

Commentary: China IC design rules reshape patent battles

Highpoint Service Network posts record first-half profit on India expansion

Sercomm July revenue rises 51% on Wi-Fi upgrade demand

Chenbro revenue climbs in the second quarter as July shipments hit a record

Accton revenue jumps on AI switch demand as 1.6T shipments expand

Ching Chan Optical profit jumps on high-end optical sorter demand

iST reports higher gross margin in the second quarter as validation demand rises

Nova Technology posts record second-quarter and first-half profit on strong order recognition

Aug

7

2026

WinWay revenue jumps as AI test socket orders drive growth

Analysis: TSMC expands Japan footprint with 3nm fab, advanced packaging push

Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

VisEra Technologies sees stronger 2H26 on recovering demand across three end markets

NCSIST and Shield AI complete autonomous drone mission

Chunghwa Telecom to launch dedicated Astranis satellite, Matsu cable in September

Taiwan advances efforts to become global drone hub with non-China supply chain edge

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

Integrated ecosystems become focus of AI-driven smart vehicle development

Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins

Eris Technology posts record July revenue as subsidiary YS Tech plans listing

Malaysia weighs loosening rare earth export limits as global supply chase intensifies

Wah Hong speeds AI cooling and semiconductor materials push with Taoyuan pilot line

SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds

China launches review of Palo Alto Networks as trade tensions with US escalate

Zhen Ding Tech hits July revenue record on AI and consumer electronics demand

South Korea welcomes Trump polysilicon rules as boost to non-China suppliers

AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

Smart vehicle rules are tightening as certification shifts to systems

Controlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home

Samsung sounds out Novatek for Galaxy S28 Ultra DDI

SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

Taiwan's film and TV industry expands as more local films top NT$100 million

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases

US optical transceiver ban risks slowing AI data center build-out

Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

Interview: Nvidia exec on progress of CPO production and pluggable optics

LG plans three-tier AI chips for appliances, home robots

Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Panel makers turn old fabs into AI-advanced packaging hubs

Winbond's record 2Q points to tighter memory markets and more pricing power ahead

South Korea clears ITU hurdle for world's first SDV standard

Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Microsoft launches fourth cloud region in India as AI demand accelerates

Taiwan Innotech Expo to showcase application-ready tech research

China's MLCC supply chain ramps up as AI boom drives global component shortage

Chinese equipment maker breaks into LG Display's OLED supply chain

Wistron rumored to win Oracle AI server order as new customers expand

Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question

Transcend July 2026 revenue tops NT$5 billion as AI boosts high-end memory demand

China's surging export numbers shows automakers pivoting from price wars to value wars

AMD to buy Taalas in push for faster AI inference chips

US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21

Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers

Nvidia denies report of seeking China AI-RAN partners for 6G networks

Commentary: Why playing it safe could cost Taiwan the next battery boom

Inventec forecasts weaker notebook shipments as server growth continues in the third quarter

Naver speeds up defense AI push, flags data and procurement hurdles

Chicony Electronics lifts second-quarter profit on commercial demand and AI products

Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries

Chinese optical suppliers confront FCC threat after US$19.1B sell-off

NEO seeks partner by end-2026 for fivefold-density X-SRAM

Huawei's Richard Yu warns of smartphone price hikes as memory costs soar

Why countering drones is the ultimate stress test for on-device AI

Ex-White House official urges South Korea to avoid excessive digital regulation

Hughes files for Chapter 11 as Starlink reshapes satellite broadband

Transcend warns memory shortage could extend through 2027

Metaage 1H26 profit surges 330% on AI-driven enterprise demand

V5 July revenue reaches NT$273 million on AI chip demand, packaging expansion