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Wednesday 9 September 2026
Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Kioxia has ruled out deeper manufacturing ties with SK Hynix while resisting another round of aggressive NAND price increases, leaning...

Wednesday 9 September 2026
Amkor expands Arizona chip campus with phase 2 plan
Amkor Technology's latest Arizona expansion underscores how advanced packaging capacity is becoming a strategic issue for the US semiconductor supply chain. The larger campus aims...
Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...
Wednesday 9 September 2026
Sysgration expands Taiwan, US drone manufacturing as procurement plans advance
Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government...
Wednesday 9 September 2026
Smart applications boost AOPEN, Acerpure revenue
Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.
Wednesday 9 September 2026
Asia Vital revenue hits record as US CSP ASIC server demand climbs
Asia Vital said August 2026 revenue rose to NT$512 million, up 29.10% year over year, as shipments of ASIC servers to a US cloud service provider customer continued to increase. The...
Wednesday 9 September 2026
Axcelis to build new Korea manufacturing site in US$35 million expansion
Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip...
Wednesday 9 September 2026
IT panel peak season loses its edge after brands stocked too early
The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...
Wednesday 9 September 2026
China's AI computing plan targets sixfold growth, 100,000-card clusters
China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...
Wednesday 9 September 2026
Samsung-led EUR3B funding round nearly doubles Mistral's valuation
French AI startup Mistral has raised EUR3 billion (US$3.5 billion) in a funding round led by Samsung Electronics, nearly doubling its valuation as the company seeks to strengthen its...
Wednesday 9 September 2026
Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...
Wednesday 9 September 2026
ASML chooses Netherlands for major expansion after warning it could build abroad
ASML's groundbreaking at Brainport Industries Campus North commits Europe's most valuable company to a build-out that could eventually hold up to 20,000 workplaces in a single Dutch...
Wednesday 9 September 2026
WinWay revenue surges on AI chip pin-count demand
Semiconductor test interface maker WinWay said AI-related orders drove August 2026 revenue to NT$1.706 billion (US$53.8 million), up more than 2x year-over-year and a record high for...
Wednesday 9 September 2026
IQE returns to profit in 1H26, warns on China InP risk
IQE said first-half 2026 results came in better than expected on an AI data-center buildout boom, but the UK compound semiconductor epitaxy maker also warned that China's grip on indium...
Wednesday 9 September 2026
OpenAI taps Firmus for Malaysia data center capacity
OpenAI has signed a multi-year agreement with Australian AI infrastructure developer Firmus for dedicated computing capacity at two data center sites in Malaysia, becoming an anchor...