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NEWS TAGGED 2026
Tuesday 25 August 2026
AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way
Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...
Tuesday 25 August 2026
Kulicke and Soffa names Raj Talluri as CEO
Kulicke and Soffa Industries has appointed Raj Talluri as president and chief executive officer, a leadership change that may influence the company's strategy in semiconductor equipment...
Tuesday 25 August 2026
Intel pitches Diamond Rapids at Hot Chips as server CPU competition heats up
Intel pitched its next-generation Diamond Rapids Xeon at Hot Chips 2026 as the company bets that agentic AI will increase the role of general-purpose processors in AI infrastructure,...
Tuesday 25 August 2026
OmniVision's CIS business slips, but machine vision and robotics surge 71%
OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine...
Tuesday 25 August 2026
Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
Tuesday 25 August 2026
Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing...

Tuesday 25 August 2026
AIDC eyes 2H26 lift from drones, jets
Aerospace Industrial Development (AIDC) is cautiously optimistic about business momentum in the second half of 2026 as Taiwan's drone policy becomes clearer and defense work stays...
Tuesday 25 August 2026
Samsung pushes HBM toward logic, SK Hynix targets packaging at Hot Chips 2026
Samsung Electronics and SK Hynix outlined different areas of emphasis for overcoming the next high-bandwidth memory (HBM) bottleneck at Hot Chips 2026, with Samsung pushing more logic...
Tuesday 25 August 2026
Samsung Display resumes A7 construction as foldable demand rebounds

Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project...

Tuesday 25 August 2026
Inergy server share hits 47% on cooling, BBU demand

Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47%...

Tuesday 25 August 2026
Nvidia memory demand widens the gap between SK Hynix and Samsung

Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...

Monday 24 August 2026
Hotai and Nan Yang cut Taiwan auto market outlook as risks linger
Taiwan's new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile...
Monday 24 August 2026
Etron chair sees memory boom extending to 2028-2030
The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely...
Monday 24 August 2026
Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...

Monday 24 August 2026
UAE weighs investment in 500 MW AI data center plan in Japan
The United Arab Emirates is considering backing a proposed 500 MW AI data center in Akita prefecture, Japan, after local officials met with the UAE ambassador on Aug. 19. The project,...