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    CXMT targets DDR5 RDIMM mass production by end-2026
    8h 36min ago
    Nvidia expands China gaming partnerships
    8h 36min ago
    US promotes AI exports as chip industry flags supplier gaps and reshoring costs
    8h 36min ago
    Commentary: The methodology behind Lip-Bu Tan’s strategy of vulnerability for Intel
    8h 36min ago
    Analysis: GF finds high-value outlet for mature capacity through advanced packaging, lessons for China
    8h 36min ago
    NEWS TAGGED GROWTH
    Wednesday 14 October 2026
    AP Memory completes US$415.5M GDR offering, boosts three product lines
    Memory IC design house AP Memory Technology has successfully priced its global depositary receipt (GDR) offering, raising a total of US$415.5 million. The GDRs were priced at US$56.15...
    Wednesday 14 October 2026
    SEMICON West makes three-year commitment to Phoenix, home to over US$200B in chip investment
    SEMI announced at a media event during SEMICON West 2026 that the exhibition will move to Phoenix, Arizona, in 2027 and shift to a spring schedule. SEMI Americas President Joe Stockunas...
    Wednesday 14 October 2026
    Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
    Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...
    Wednesday 14 October 2026
    PMIC vendors diverge as PC exposure drives revenue gap
    Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode...
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era

    The current growth cycle of the semiconductor industry is driven by the demand for logic and memory tied to artificial intelligence (AI), cloud infrastructure, and advanced...

    Tuesday 13 October 2026
    Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand
    ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter...
    Tuesday 13 October 2026
    AMEC chairman warns of AI bubble risk, sees consolidation ahead for China's chip equipment industry
    Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment...
    Tuesday 13 October 2026
    AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes
    Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive...
    Tuesday 13 October 2026
    Taiwan seeks new grid, renewable energy solutions as AI computing hubs hit power constraints
    As the global AI industry and AI data centers (AIDCs) experience explosive growth, developing compute hubs presents severe power supply challenges alongside stringent international...
    Tuesday 13 October 2026
    Taiwan optical suppliers post record sales as Lumentum warns of shortages
    Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...
    Tuesday 13 October 2026
    Malaysian states team up to back homegrown chip firms
    The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a...
    Tuesday 13 October 2026
    AI server tracker: Taiwan's CCL, PCB and IC substrate suppliers see widening growth gap despite AI boom

    Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending...

    Tuesday 13 October 2026
    AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue
    Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year...
    Tuesday 13 October 2026
    Intel CEO warns AI hardware shortages could last up to 3 years
    Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
    Tuesday 13 October 2026
    Taiwan telecom leaders post stellar September results on iPhone upgrades, AI service growth
    Taiwan's three leading telecom operators reported strong revenue and earnings growth in September 2026, driven by replacement demand following the launch of Apple's iPhone 18 Pro series...
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    GlobalExhibition
    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, SanDisk, BIWIN, and Others Honored