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    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    21min ago
    China accelerates semiconductor equipment localization, South Korean firms shift focus to Taiwan clients
    Apr 8, 19:22
    Samsung foundry launched new 2nm temperature sensor IP to improve chip thermal and area efficiency
    Apr 8, 19:22
    China's tungsten export controls pose major threat to South Korea's semiconductor supply
    Apr 8, 19:22
    NEWS TAGGED EXPANSION
    Tuesday 3 March 2026
    DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
    AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Tuesday 3 March 2026
    China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

    By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

    Monday 2 March 2026
    Apple Pay eyes India launch, in talks with major local lenders
    Recent media reports suggest that Apple may finally be preparing to bring its Apple Pay service to India, marking a potentially significant shift in one of the world's largest digital...
    Monday 2 March 2026
    Arizona in the black: a milestone for TSMC—and Washington

    Taiwan Semiconductor Manufacturing Co. (TSMC) has reached a critical financial turning point in its high-stakes expansion into the American desert,...

    Thursday 26 February 2026
    WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
    Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...
    Thursday 26 February 2026
    BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave
    As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...
    Thursday 26 February 2026
    Gogoro scales energy network, plans battery retirements and US$32M expansion
    Gogoro said it will expand its battery swap network in 2026, retire first-generation batteries, and invest NT$1 billion (approx. US$31.98 million) to add more than 100 swap stations...
    Wednesday 25 February 2026
    Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
    Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...
    Wednesday 25 February 2026
    China targets fivefold jump in advanced chip output to fuel AI expansion
    China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar...
    Wednesday 25 February 2026
    DJI takes FCC to court over drone supply chain crackdown
    DJI has filed a petition for review in the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission's December 2025 expansion of its Covered List...
    Wednesday 25 February 2026
    Walsin Technology boosts Matsuo Electric stake to expand product lines
    Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker...
    Wednesday 25 February 2026
    ASE accelerates panel-level packaging push with fully automated 310mm line by 2026
    AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...
    Wednesday 25 February 2026
    TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
    Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
    Wednesday 25 February 2026
    Taiwan offshore wind faces test as localization protection ends
    Taiwan's offshore wind sector is entering the third phase of block development (Phase 3-3) vendor selection, marking the first time localization requirements have been removed. The...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook