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Wednesday 29 July 2026
ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

On July 28, ASM International raised its revenue outlook for 2027 and issued third-quarter guidance above market expectations after...

Wednesday 29 July 2026
Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
Wednesday 29 July 2026
Kbro lifts broadband investment as 10G service expands across Taiwan

Kbro Broadband said on the 27th that it will begin the second phase of its full-area upgrade plan in August and roll out its Kbro New...

Wednesday 29 July 2026
KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

Wednesday 29 July 2026
SK Hynix sees record-breaking 2Q on surging AI demand

SK Hynix has announced its financial results for the second quarter of fiscal year 2026, reporting unprecedented growth in revenue...

Wednesday 29 July 2026
SK Telecom bets on AI infrastructure to regain core status in SK Group
SK Telecom is moving to reposition itself as an AI infrastructure platform as it tries to recover its standing inside SK Group. The South Korean carrier's shift comes as domestic telecom...
Tuesday 28 July 2026
TCC launches Europe listing plan as revenue from the region reaches 44%
Taiwan Cement Corp. (TCC) formally launched its Europe listing plan, Project Arcadia, on July 27 after holding a video meeting with its first group of international investment banks...
Tuesday 28 July 2026
Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
Tuesday 28 July 2026
Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer
The Russia-Ukraine war has fundamentally reshaped the nature of modern asymmetric warfare. Unmanned systems have evolved from auxiliary equipment into core combat assets capable of...
Tuesday 28 July 2026
Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He...

Tuesday 28 July 2026
Robot boom heats up as Taiwan chipmakers race to catch up
Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use...
Tuesday 28 July 2026
Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
Tuesday 28 July 2026
Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
Monday 27 July 2026
TIER says Taiwan exports and investment can help absorb geopolitical shocks
Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said...
Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...