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    Qualcomm unveiled Dragonfly data center push, with Microsoft and Meta orders in hand
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    Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns
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    SK Hynix pushes 2027 launch for Yongin triple-deck fab
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    Gwangju eyes a Taiwan-style semiconductor cluster
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    Google lost two AI stars as talent concerns deepened
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    NEWS TAGGED DEMAND
    Tuesday 26 May 2026
    AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

    When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners...

    Tuesday 26 May 2026
    Win Semiconductors bets on optical and satellite communications growth
    Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of Win Semiconductors, said the company is actively advancing a range...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Tuesday 26 May 2026
    Intel's Rio Rancho fab becomes test case for AI-era chip packaging
    Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions...
    Tuesday 26 May 2026
    GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch
    Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing...
    Tuesday 26 May 2026
    ASML expands Taiwan hiring and operations to meet advanced chip demand
    Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV...
    Tuesday 26 May 2026
    Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport
    Kian-Shen Industrial, a unit of Yulon Motor, reported on May 26 that 2025 consolidated revenue fell to NT$1.246 billion, a 15% decrease from the prior year, as customer labor shortages,...
    Tuesday 26 May 2026
    GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
    GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
    Tuesday 26 May 2026
    Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex
    Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties...
    Tuesday 26 May 2026
    Taiwan MLCC makers plug into AI server demand
    AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
    Tuesday 26 May 2026
    Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
    Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks...
    Tuesday 26 May 2026
    Lightmatter joins TSMC on COUPE for 3D optical engines
    AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
    Tuesday 26 May 2026
    Castrol moves into AI liquid-cooling testing and lifecycle services for data centers
    Castrol is expanding from supplying cooling fluids to providing liquid-cooling testing and lifecycle services for AI data centers, the firm announced, as demand for faster deployment...
    Tuesday 26 May 2026
    Chun Yuan Steel positions for growth as Toyota readies Taiwan production base
    Chun Yuan Steel outlined strategic moves on May 25 as it pursues new growth opportunities tied to Toyota's plan to establish a Taiwan production base and to rising demand from China's...
    Tuesday 26 May 2026
    Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
    Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook