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    Samsung to shift P4 output toward HBM, tightening DRAM supply
    May 25, 19:07
    NEWS TAGGED 2025
    Friday 15 May 2026
    Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand
    Taiwan's touch panel makers posted mixed first-quarter 2026 results. TPK Holding led the sector after consolidating display driver IC maker Ilitek, boosting revenue, margins, and net...
    Friday 15 May 2026
    Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion
    Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory...
    Thursday 14 May 2026
    TSMC symposium spotlights AI expansion, advanced packaging demand
    TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data...
    Thursday 14 May 2026
    Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
    China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...
    Thursday 14 May 2026
    Asus's record revenue signals greater exposure to AI server demand and higher component costs
    Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...
    Thursday 14 May 2026
    Nan Pao profit stays strong in 1Q26, expands into semiconductor specialty materials
    Nan Pao Resins Chemical reported net profit attributable to the parent company of NT$790 million (approx. US$25.08 million) for the first quarter of 2026, up 8.4% year over year, with...
    Thursday 14 May 2026
    Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
    Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
    Wednesday 13 May 2026
    SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

    The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

    Wednesday 13 May 2026
    SMIC lands nearly US$6bn mega deal to deepen China AI push
    China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of...
    Wednesday 13 May 2026
    Column: Global space race shifts from military to sovereign
    The global space and defense industry is undergoing a strategic transformation — from treating space as a force multiplier to claiming it as a domain of sovereign control.
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

    Tuesday 12 May 2026
    VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
    VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported...
    Tuesday 12 May 2026
    Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

    Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

    Tuesday 12 May 2026
    Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
    Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...
    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
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    CPC
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook