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Wednesday 23 September 2026
Automotive display growth shifts to HUDs, passenger screens

The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument...

Wednesday 23 September 2026
Biwin Storage commits US$672M to double down on 2.5D packaging, compute-memory integration

Biwin Storage Technology plans to invest CNY4.5 billion (approx. US$672 million) in the third phase of its wafer-level advanced packaging...

Wednesday 23 September 2026
LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers
LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American...
Wednesday 23 September 2026
Nvidia's 800V power shift hands Taiwan's capacitor makers a new AI segment

As AI computing workloads surge, demand for higher GPU and CPU performance is triggering exponential growth in data center power density...

Wednesday 23 September 2026
Acer defends Europe's biggest PC market with top-two gaming rank in Germany

Acer says gaming and AI products are supporting its business in Germany and Austria, two markets that often reflect broader European...

Wednesday 23 September 2026
China Steel expands recycled steel into EV motor market amid growing low-carbon demand

Taiwan's largest steelmaker China Steel (CSC) is actively expanding its high-recycled-content steel products, as the global automotive...

Wednesday 23 September 2026
Episil says AI demand marks structural shift in semiconductor epitaxy
Episil Precision said AI-related demand is reshaping semiconductor epitaxy for the long term, with effects reaching global power and optical supply chains. The Taiwan-based maker is...
Wednesday 23 September 2026
US energy storage faces a costly China battery exit
The US is accelerating its shift toward domestic battery manufacturing as the energy storage market expands, but the market's current growth still depends heavily on low-cost Chinese...
Wednesday 23 September 2026
CMC expects record 4Q revenue amid expanding model lineup
CMC expects fourth-quarter 2026 revenue to exceed the same period in 2025 and reach a new high, a signal that could matter beyond Taiwan as automakers worldwide seek growth despite...
Wednesday 23 September 2026
ASRock's center of gravity moves from motherboards to AI servers

ASRock's business focus is shifting toward AI as ASRock Rack expands server output and ASRock Industrial pushes into edge computing...

Wednesday 23 September 2026
Micron's Taiwan fab took 300,000 cubic meters of concrete. Its supplier sees more coming

Taiwanese concrete-maker Goldsun Building Materials said its Miaoli plant has benefited from rising construction demand tied to AI,...

Wednesday 23 September 2026
Win Semiconductors expands optical communications capacity with DUV tools
Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting...
Wednesday 23 September 2026
LG Display starts 720Hz gaming OLED mass production
Aiming to meet demand for high-speed gaming displays, LG Display (LGD) said it has begun mass production of a 24.5-inch gaming OLED panel with a 720Hz refresh rate. The panel will...
Tuesday 22 September 2026
Anthropic, OpenAI expected to start buying memory directly in 2027
Anthropic and OpenAI are expected to start buying memory directly from manufacturers in 2027 as model developers take greater control of chip and data-center design, potentially broadening...
Tuesday 22 September 2026
Changs Ascending eyes AI data center backup power, storage growth
Changs Ascending's board approved an operating plan on Sept. 21 to launch an energy systems integration push into the AI data center sector, betting on structurally rising demand from...