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    Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
    8min ago
    IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
    20min ago
    WinWay weighs Texas shift after AI chip testing surge in North America
    21min ago
    NEWS TAGGED DEMAND
    Wednesday 27 May 2026
    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
    Wednesday 27 May 2026
    ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion
    Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations...
    Wednesday 27 May 2026
    Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
    Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI-...
    Wednesday 27 May 2026
    Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

    Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements...

    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added
    Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.
    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
    Wednesday 27 May 2026
    Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle
    Accelerating the adoption of smart manufacturing, AI-driven automation, and humanoid robot applications in 2026 is driving robust growth across Taiwan's robotics supply chain. Systems...
    Wednesday 27 May 2026
    Copper crunch hits components cost amid AI demand surge
    Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs...
    Wednesday 27 May 2026
    Broadcom and Taiwan's chipmakers ride ASIC wave
    The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits)...
    Wednesday 27 May 2026
    Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026
    Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying...
    Wednesday 27 May 2026
    AI infrastructure spending lifts Taiwan electronics sector outlook
    Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according...
    Wednesday 27 May 2026
    Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
    Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...
    Wednesday 27 May 2026
    Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
    Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
    Wednesday 27 May 2026
    Quality Innovation Powering AI: ZEISS Makes COMPUTEX Forum Debut

    ZEISS, a global leader in optics and optoelectronics, will bring the quality discussion to the official COMPUTEX 2026 Forum stage for the first time this year, highlighting...

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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    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