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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    10h 13min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    10h 13min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    10h 13min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    10h 13min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    10h 13min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
    10h 13min ago
    NEWS TAGGED 2025
    Monday 15 June 2026
    Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
    Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...
    Monday 15 June 2026
    China eases InP substrate exports, lifting compound semiconductor supply

    China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026...

    Monday 15 June 2026
    Fortune Electric sees export-led growth as global AI power demand tightens transformer supply
    Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer...
    Sunday 14 June 2026
    Taiwan's Eris expects order surge after sanctions on Chinese competitor
    The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology...
    Friday 12 June 2026
    LG Display and Tianma strike patent license deal, end OLED, LCD dispute
    LG Display (LGD) has settled OLED- and LCD-related patent disputes with China-based Tianma Microelectronics, including cases in the US, and signed a patent licensing agreement. LGD...
    Friday 12 June 2026
    Amphenol to raise connector prices by 5% in July 2026
    Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting...
    Friday 12 June 2026
    China squeezes InP supplies, jolting US-Taiwan optics chain

    China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

    Friday 12 June 2026
    Alibaba's DingTalk ousts founder CEO after AI overhaul exposes management rift
    Alibaba-owned DingTalk is facing renewed scrutiny after a management controversy at the intelligent workplace platform triggered a leadership shake-up. Alibaba Group announced on June...
    Thursday 11 June 2026
    Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth
    Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom...
    Thursday 11 June 2026
    US lawmakers push ITC to enforce patent case involving TSMC

    Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node...

    Thursday 11 June 2026
    Anduril boosts Taiwan sourcing 15-fold, eyes local production

    Anduril Industries has sharply expanded its Taiwan supply chain, increasing direct purchases from local suppliers 15-fold in 2025 as the...

    Thursday 11 June 2026
    CanSemi IPO exposes strains in China's mature-node chip push
    CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
    Wednesday 10 June 2026
    Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
    Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
    Wednesday 10 June 2026
    TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
    TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
    Wednesday 10 June 2026
    Malaysia electronics exports seen rising through 2026 despite trade and cost pressures
    Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook