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Monday 5 October 2026
Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...
Monday 5 October 2026
AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Monday 5 October 2026
TSMC emerges as potential Terafab partner as suppliers see over 80% chance of Musk deal
Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium,...
Monday 5 October 2026
Weekly news roundup: Musk looms large as AI chip boom drives capacity expansion and geopolitical risks
Across the week, Taiwan-linked semiconductor groups and their partners continued expanding capacity, while AI demand, export controls, and financing structures shaped the industry...
Monday 5 October 2026
Podcast highlights: TSMC Texas plant talk is premature, Intel 18A hits backfiring criticism
This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push...
Saturday 3 October 2026
Musk confirms talks with TSMC over his Texas chip factory project
Elon Musk has confirmed that Terafab, the chipmaking venture backed by his SpaceX and Tesla, is in discussions with TSMC. The confirmation followed a report that the Taiwanese foundry...
Friday 2 October 2026
Taiwan pledges to help TSMC expand domestic investment amid Singapore rumors
Rumors that TSMC is weighing a new semiconductor investment in Singapore have reignited concerns over its overseas expansion, while the Ministry of Economic Affairs (MOEA) said on...
Friday 2 October 2026
TSMC mulls multi-fab Texas campus beyond Arizona, with Singapore also in talks
TSMC is reportedly weighing a new manufacturing campus in Texas that could add tens of billions of dollars to its US expansion, potentially creating a second major American production...
Thursday 1 October 2026
US unveils South Korea's US$20B nuclear, Alaska LNG investment
The US has unilaterally announced South Korea's investment package in the US, including Alaska LNG development and the construction of eight large nuclear power plants. Seoul had previously...
Wednesday 30 September 2026
TSMC reportedly evaluates Texas fabs as US regional competition intensifies
TSMC is reportedly evaluating whether to build a second US manufacturing hub in Texas, potentially housing up to 6 advanced wafer fabs, as its US footprint continues to expand. The...
Saturday 26 September 2026
Samsung foundry recovery gains pace, but 2nm, Taylor fab remain hurdles

Samsung Electronics' foundry recovery is gaining pace as higher utilization, firmer pricing, and stronger advanced-node demand improve...

Wednesday 23 September 2026
US-based Swarmer bets up to US$224M on Ukrainian combat robot maker Ratel
Autonomous software company Swarmer, based in Austin, Texas, has agreed to acquire Ukrainian unmanned ground vehicle (UGV) maker Ratel Robotics in a deal worth up to US$224 million...
Sunday 20 September 2026
Wiwynn brings cobots to L10 server assembly as AI rack testing drives factory redesign

Wiwynn is introducing collaborative robots (cobots) at its El Paso, Texas, facility and third plant in Mexico, alongside a central heat...

Thursday 17 September 2026
Samsung reportedly starts Tesla chip trial production at Taylor fab

Samsung Electronics has reportedly begun trial production of Tesla's next-generation AI5 processor at its Taylor foundry in Texas, moving...

Wednesday 16 September 2026
Why Wiwynn chose El Paso for its first US plant

Wiwynn held the grand opening for its first US factory on September 14 local time, choosing El Paso, Texas, over larger cities such...