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    GigaDevice expands into DRAM, reshaping China's memory supply chain
    Apr 20, 18:35
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    Apr 20, 18:35
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    Apr 20, 18:35
    Exclusive: US lithium battery supply tight amid EV slowdown, storage demand surges
    Apr 20, 18:35
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    Apr 20, 18:35
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    Apr 20, 18:35
    NEWS TAGGED TSMC
    Thursday 16 April 2026
    TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high
    Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...
    Thursday 16 April 2026
    Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

    Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

    Thursday 16 April 2026
    TSMC says Applied Materials and JSR form top-tier chipmaking team
    Japanese materials giant JSR has established an advanced planarization process solution joint research center in Taiwan, with JSR representative director and CEO Hank Hori personally...
    Thursday 16 April 2026
    TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
    TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
    Thursday 16 April 2026
    JSR restarts Taiwan production as TSMC dominates advanced nodes
    Japanese photoresist leader JSR officially announced on April 15 the establishment of an advanced planarization process solutions research center in Hukou, Hsinchu, Taiwan.
    Wednesday 15 April 2026
    Taiwan's AI chip dominance draws the global spotlight and scrutiny
    Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...
    Tuesday 14 April 2026
    Samsung 2nm yields reportedly remain below mass production threshold

    Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for...

    Monday 13 April 2026
    Global chip sales expect to top US$1 trillion in 2026 on AI demand

    Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI)...

    Monday 13 April 2026
    Taiwan ramps up science park expansion as TSMC growth pushes capacity limits
    Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure,...
    Sunday 12 April 2026
    TSMC's Kumamoto impact drives Autopass one-stop mobile payment launch in Japan
    As TSMC's entry into Kumamoto accelerates local industry, population, and tourism growth, Taiwanese smart mobility integrator Autopass announced on April 9, 2026, its plan to export...
    Saturday 11 April 2026
    Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
    Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
    Saturday 11 April 2026
    Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
    Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
    Friday 10 April 2026
    AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
    South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...
    Friday 10 April 2026
    TSMC smashes records with massive 45% revenue surge in March

    Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook