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    Huawei reportedly shifts AITO partnership to Seres-led model
    3h 9min ago
    China's FAW to become GAC's second-largest shareholder as auto consolidation talk returns
    3h 9min ago
    Column: China tightens rare earth controls, and Taiwan must guard supply chain flexibility
    3h 9min ago
    Analysis: Behind China's CNY30 trillion electronics plan—can AI and robotics outrun a maturing market?
    3h 9min ago
    China’s wafer fabs boost local equipment buying, pressuring South Korean suppliers
    3h 9min ago
    NEWS TAGGED INVENTORY
    Tuesday 15 September 2026
    BIS blocks Polestar authorization, forcing new vehicles out of US market from 2027

    Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In...

    Friday 11 September 2026
    Innolux factory shift could reshape InnoCare's supply chain and growth mix
    InnoCare Optoelectronics is preparing for a major supply-chain adjustment as Innolux Corporation restructures its factories, with the parent company's second plant scheduled to close...
    Thursday 10 September 2026
    Chenbro Micom August revenue dips, core projects unchanged
    Server chassis maker Chenbro Micom reported August 2026 revenue of NT$2.46 billion, up 41% year-over-year. Cumulative revenue for the first eight months reached NT$19.85 billion, up...
    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,...
    Tuesday 8 September 2026
    Adata, Team Group post record August revenue as memory module makers build inventory for 2027
    Major Taiwanese memory module manufacturers saw revenue remain at high levels in August 2026, as memory prices continued to rise. Adata Technology and Team Group both posted record-high...
    Monday 7 September 2026
    Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%
    Phison CEO K.S. Pua expects NAND Flash supply to remain tight into 2027 despite capacity expansion across major memory makers, arguing that forecasts of a rapid return to oversupply...
    Friday 4 September 2026
    Acer bets on RTX, GoogleBook as on-site AI demand grows
    Acer chairman and chief executive Jason Chen said artificial intelligence deployment is already underway, with enterprise customers showing a clear preference for running AI on-site...
    Wednesday 2 September 2026
    Samsung, SK Hynix inventories surge as valuation reserves fall
    Samsung Electronics and SK Hynix ended the first half of 2026 holding sharply more inventory than six months earlier, an unusual development in a memory market where demand continues...
    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth

    NewPower Worldwide, one of the electronics industry's fastest-growing distributors, today announced it has expanded its committed credit facility to $750 million, further...

    Friday 28 August 2026
    AI chip demand squeezes capacity, Data Image secures 1-year supply
    As strong AI demand continues to soak up semiconductor capacity, some ICs and passive components are seeing shortages and longer lead times. Qisda's display maker Data Image has stepped...
    Thursday 27 August 2026
    Nvidia H200 China sales stall, with US$400M inventory charge
    Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking...
    Thursday 27 August 2026
    Nvidia's inventory build shifts upstream as memory costs bite
    Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...
    Thursday 27 August 2026
    Nvidia's binding constraint moves from demand to cost, and it has now put a number on both
    For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...
    Wednesday 26 August 2026
    Samsung Display boosts OLED sales as Galaxy Z panel orders triple
    The global small-size OLED market was flat in the second quarter of 2026 as seasonal weakness and cautious inventory management by Chinese device makers slowed demand. Samsung Display,...
    Friday 21 August 2026
    China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump
    National Silicon Industry Group (NSIG) reported a 36.51% rise in first-half 2026 revenue as shipments of 300mm semiconductor silicon wafers increased more than 90%, though continued...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Semicon_TW