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NEWS TAGGED 2026
Friday 12 September 2025
SEMICON Taiwan 2025: Broadcom eyes CPO expansion beyond AI scale-out data centers
Manish Mehta, vice president of Marketing and Operations for Broadcom's Optical Systems Division, delivered a keynote address at SEMICON Taiwan 2025 focused on heterogeneous integration...
Friday 12 September 2025
Huawei, Cambricon AI chip production set to top one million units by 2026
China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track...
Friday 12 September 2025
Nvidia backs Agility Robotics, with Taiwan suppliers set to ride the humanoid wave
Abico Asia and Ability Enterprise, subsidiaries of Abico Group, previously co-invested NT$300 million (approx. US$9.9 million) in Agility Robotics. Agility Robotics recently announced...
Friday 12 September 2025
India targets global leadership in green hydrogen exports despite China's dominance
The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major...
Thursday 11 September 2025
PTI aims to be first FOPLP supplier in AI server supply chain
Fan-out panel-level packaging (FOPLP) is poised to become the next-generation advanced packaging technology, driving industry competition and research investment. Leading outsourced...
Thursday 11 September 2025
SEMICON Taiwan 2025: Taiwan's semiconductor output neared NT$6T with govt boosting AI and HPC sectors
Taiwan's semiconductor output hit NT$5.3 trillion (approx. US$175.3 billion) in 2024 and is expected to exceed NT$6 trillion soon, fueled by demand in AI, high-performance computing...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...
Wednesday 10 September 2025
Commentary: Decoding the new semiconductor world order
The semiconductor landscape has fundamentally shifted. As we move from 2025 to 2026, three forces dominate global technology discourse: semiconductors, artificial intelligence, and...
Wednesday 10 September 2025
Nvidia unveils Rubin CPX GPU for massive-context AI, available end 2026
Nvidia has introduced Rubin CPX, a next-generation GPU designed for massive-context AI, enabling systems to handle million-token software coding and generative video at unprecedented...
Wednesday 10 September 2025
AI chip demand drives future semiconductor growth trends
SEMICON Taiwan 2025 opened on September 10, with numerous forums already underway ahead of the event. Various research institutions have expressed cautiously optimistic views on the...
Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Monday 8 September 2025
Exclusive: Broadcom secures US$10B ASIC win, Apple and xAI next in line
Broadcom delivered strong earnings guidance with its latest results, as CEO Hock Tan revealed a US$10 billion ASIC mass-production order from a major new customer outside the core...
Monday 8 September 2025
Taiwan plots China-alternative chip strategy in response to Beijing's mature-node expansion
Taiwan is drafting new measures to curb China's rising dominance in mature-node chip production, with the Legislative Yuan scheduled to review the plan when its new session opens...
Monday 8 September 2025
Samsung solidifies lead as Apple's top display supplier

Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain...