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    Saturday 9 May 2026
    What's driving the TSMC-Sony AI sensor JV?
    TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
    Saturday 9 May 2026
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    Saturday 9 May 2026
    Wistron profit triples on server surge, AI demand seen robust
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    Saturday 9 May 2026
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    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

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    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
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    Saturday 9 May 2026
    Global semiconductor market faces shortages as AI demand strains supply chains

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    Friday 8 May 2026
    TSMC reports record April sales as AI chip demand puts Asia supply in focus
    TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Friday 8 May 2026
    LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

    The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

    Friday 8 May 2026
    Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
    TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
    Friday 8 May 2026
    Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
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    Friday 8 May 2026
    Surging AI demand tightens supply of key PCB material

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    Friday 8 May 2026
    TSMC's 2026 revenue surges 30% in first four months on AI boom
    TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    1/219 pages
    TechForum0520
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook