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    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    13min ago
    China accelerates semiconductor equipment localization, South Korean firms shift focus to Taiwan clients
    Apr 8, 19:22
    Samsung foundry launched new 2nm temperature sensor IP to improve chip thermal and area efficiency
    Apr 8, 19:22
    China's tungsten export controls pose major threat to South Korea's semiconductor supply
    Apr 8, 19:22
    NEWS TAGGED 2026
    Thursday 9 April 2026
    Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
    Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
    Thursday 9 April 2026
    LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
    Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...
    Thursday 9 April 2026
    AI chip demand tightens ABF substrate supply, three-year upcycle in sight
    As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Thursday 9 April 2026
    AI EXPO Taiwan 2026 Sets New Global Benchmark

    AI EXPO Taiwan 2026, the premier annual technology event in Asia, concluded with record-breaking success at the Taipei Expo Dome. Organized by DIGITIMES in collaboration...

    Wednesday 8 April 2026
    Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
    Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
    Wednesday 8 April 2026
    Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

    Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

    Wednesday 8 April 2026
    AI server cooling demand boosts heat sink makers' growth outlook
    Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...
    Wednesday 8 April 2026
    Compal launches Sylux in US to expand automotive infrared safety solutions
    Compal Electronics has officially registered its Sylux brand in the US, marking a key milestone in accelerating its automotive business, as the company aims to grow non-PC revenue...
    Wednesday 8 April 2026
    Innolux's CarUX debuts next-gen smart cockpit at Touch Taiwan 2026 after Pioneer merger
    Innolux subsidiary CarUX completed its merger with Pioneer on December 1, 2025, combining their visual and acoustic expertise to accelerate next-generation in-car innovation. The combined...
    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
    Wednesday 8 April 2026
    AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race
    As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants...
    Wednesday 8 April 2026
    Apple leverages supply chain advantage to boost market share despite AI lag
    As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...
    Wednesday 8 April 2026
    Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
    At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
    Wednesday 8 April 2026
    Corning to showcase breakthrough tech at Touch Taiwan 2026
    Corning will present materials and connectivity innovations at Touch Taiwan 2026 in support of global AI infrastructure, semiconductor packaging, and consumer electronics supply chains,...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook