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    OEM/EMS AI servers: August revenue trends, operational outlook
    11min ago
    US FCC, White House tighten controls on power systems, raising the trust bar for Taiwanese suppliers
    24min ago
    NEWS TAGGED MEMORY CHIPS
    Tuesday 15 September 2026
    Memory makers tighten supply as DRAM price rally extends into 2027

    As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general...

    Tuesday 15 September 2026
    Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

    After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

    Tuesday 15 September 2026
    CXMT rides AI boom to 80% operating margin

    China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price...

    Monday 14 September 2026
    Kokusai Electric gains from Hitachi split as AI memory demand surges
    Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
    Monday 14 September 2026
    Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

    Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

    Monday 14 September 2026
    Sandisk recruits engineers in Korea as memory talent race heats up

    Sandisk is making an unusual push into engineering recruitment in South Korea, seeking talent across NAND system architecture, NAND...

    Monday 14 September 2026
    South Korea broadens espionage law to counter rising tech leaks
    South Korea's revised Criminal Act took effect September 13, extending the scope of espionage offenses from acts benefiting North Korea to those benefiting any foreign country or equivalent...
    Monday 14 September 2026
    India semiconductor deals hit a multi-year high ahead of SEMICON India 2026
    India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures...
    Monday 14 September 2026
    Weekly news roundup: HBM4 strain, Intel price hikes and the next AI infrastructure buildout
    AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted...
    Friday 11 September 2026
    Kioxia eyes US listing amid NAND profit rebound
    Kioxia's planned US listing could broaden the Japanese memory maker's access to global institutional investors as a sharp recovery in NAND profitability coincides with stronger data-center...
    Friday 11 September 2026
    Memory makers gain the upper hand as Apple's iPhones pay the price
    Apple has raised prices on both its new iPhone 18 Pro series and older models, including the iPhone 17, as rising memory costs push up component expenses.
    Friday 11 September 2026
    Micron pays Taiwan fab workers up to 68 months' salary in memory upturn
    Micron has announced its FY26 pay package for more than 60,000 employees worldwide, the largest in the company's history. For the first time, every employee will receive merit-based...
    Friday 11 September 2026
    Apple's new chip packaging boosts A20 Pro AI power, pushing MediaTek, Qualcomm to follow suit
    Apple has unveiled its latest iPhone 18 Pro and the A20 Pro, its first 2nm chip. According to Apple's official specifications, the A20 Pro features a six-core CPU, seven-core GPU,...
    Friday 11 September 2026
    SK Hynix raises cash portion of bonuses after 25-vote union rejection

    SK Hynix has increased the cash portion of its profit-sharing bonus in a revised tentative wage agreement, after production workers...

    Friday 11 September 2026
    AI server tracker: Taiwan's August filings say demand is still accelerating
    The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
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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
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