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    NEWS TAGGED 2026
    Monday 25 August 2025
    Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
    The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
    Monday 25 August 2025
    Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
    High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
    Monday 25 August 2025
    Research Insight: AI data centers turn to decentralized clean energy to meet Gigawatt demands
    As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...
    Saturday 23 August 2025
    Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
    Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
    Friday 22 August 2025
    Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26
    Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation...
    Friday 22 August 2025
    Taiwan advances robotics and optical component industries with key international partnerships
    At the Automation Taipei, humanoid robots and robotic arms gained attention, spotlighting Taiwan's optical industry's role in supplying lenses and sensor modules critical to these...
    Friday 22 August 2025
    Machine vision demand remains strong; Zebra optimistic about Greater China market growth
    The industrial sector's demand for machine vision technology is expected to keep rising steadily through 2026, with Taiwan projected to achieve double-digit growth, according to Zebra...
    Friday 22 August 2025
    Nvidia's HBM supply chain to undergo major reshuffle in 2026
    The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
    Thursday 21 August 2025
    Forcecon expects liquid cooling to bring fivefold increase in server revenue in 2026
    Forcecon Tech expects promising results for its liquid cooling solutions for AI servers within the next two years, with president Wei-peng Wang projecting server-related products...
    Thursday 21 August 2025
    Taiwan's MPI grabs first-mover advantage in MEMS probe cards for AI chips

    Taiwan's MPI Corporation is set to benefit from a major shift in semiconductor testing, as global cloud providers ramp up custom AI chip...

    Thursday 21 August 2025
    Samsung's Lee Jae-yong hints at 2026 chip comeback after US visit
    Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea this week after more than two weeks in the US, telling reporters at the airport he was "ready for 2026."...
    Thursday 21 August 2025
    Nexcom to see humanoid robot shipments grow tenfold by 2026
    As humanoid robots become the next major focus in the ongoing AI boom, leading industrial PC (IPC) maker Nexcom is now seeing its investments in the humanoid robot market bear fruit...
    Thursday 21 August 2025
    Quanta unit Techman brings AI humanoids to smart factories, mass production set for 2026
    Techman Robot, a unit of Quanta Computer, has introduced its first AI humanoid robot, the TM Xplore I, with mass production scheduled for 2026. Unlike legged humanoids, the wheeled...
    Thursday 21 August 2025
    IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
    Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

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    Veeam Q3
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES