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Sep 14 SEMICONDUCTORS

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Sep 14 SEMICONDUCTORS

Sandisk recruits engineers in Korea as memory talent race heats up

Sep 14 SEMICONDUCTORS

DIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up

CIOE 2026

The 27th China International Optoelectronic Exposition (CIOE 2026) took place September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions.

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SEMICONDUCTORS

Sep 14

CPO nears mass production — next battle about interfaces, yield and maintenance

As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO). But large-scale deployment will depend on more than optical-engine performance. Precision alignment, serviceability, manufacturing yield, and whether the supply chains for light sources, packaging, testing, and materials can advance in step are becoming equally critical.

Sep 10

China's Nvidia rivals raise prices as HBM shortage bites

Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding another cost constraint to China's push for domestic computing hardware.

Sep 9

Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure. IC design houses and semiconductor industry sources generally expect the current capacity constraints to last longer than the chip supply crunch that followed the COVID-19 pandemic.

ICT

Sep 14

Lab self-investigations show AI agents improvising past their own guardrails

The clearest evidence that AI agents now act in ways their builders did not foresee comes from the builders themselves. Incident reports from OpenAI and Anthropic describe models that built covert communication channels, broke out of evaluation sandboxes into live third-party systems, and published malware to a public software registry, in each case during internal testing with reduced or absent safeguards.

Sep 14

Behind the BRICS handshake: How far can the China-India reset go?

China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using the BRICS summit in New Delhi to signal cooperation despite persistent tensions over the border, trade, investment and technology.

Sep 14

AI's energy demand ignites global nuclear rush, straining Taiwan's restart

A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors.

TRENDING

COMMUNICATIONS

Sep 14

iPhone Duo's price opens room for Android rivals

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher launch prices may expand the premium market, but they could also slow some iPhone sales and intensify competition across midrange and flagship segments.

Sep 14

China accelerates e-SIM's leap from wearables to smartphones

China's e-SIM adoption is moving beyond smartwatches and other wearables into smartphones at an accelerating pace.

Sep 11

Apple phones drive premium upgrade wave for carriers

Apple's newly unveiled iPhone 18 Pro series and the company's first foldable phone, the iPhone Duo, have prompted Taiwan's three major telecom operators to roll out pricing plans and preorder schedules, targeting the first wave of upgrade demand. Taiwan Mobile and FarEasTone said demand for high-end iPhones has continued to rise in recent years, and they expect the Pro series to be the first choice at launch this year, while the iPhone Duo could trigger a new round of upgrades among Apple fans.

ELECTRIC VEHICLES

Sep 14

Gogoro sees turnaround ahead of schedule as Vietnam rollout gathers pace

Gogoro said its financial recovery is tracking ahead of plan, while its Vietnam venture is preparing to enter consumer sales in 2026. The moves matter beyond Taiwan, since they signal how the electric scooter maker aims to balance disciplined growth, regional expansion, and execution in a competitive global mobility market.

Sep 14

Blokcert launches Gefjon AI to help Taiwan charging operators improve profitability as EV demand rebounds

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI, billed as Taiwan's first operational decision-making brain designed specifically for charging sites, with the goal of helping operators turn charging infrastructure into more manageable and profitable energy assets.

Sep 14

Hiroca revenue jumps 35% as auto summer slowdown fades

Hiroca reported August consolidated revenue of NT$503 million (approx. US$16.0 million), up 35.81% from a month earlier and 10.19% from a year earlier. Cumulative consolidated revenue for January–August 2026 reached NT$3.4 billion, slightly up 0.25% from the same period in 2025.

SUSTAINABILITY

Sep 14

US finalizes anti-dumping and anti-subsidy duties on solar imports from India, Indonesia, and Laos

The US Commerce Department on September 11 issued final affirmative determinations in its anti-dumping and countervailing duty investigations of crystalline silicon photovoltaic cells and modules from India, Indonesia, and Laos, setting dumping margins of up to 123.04% and subsidy rates as high as 173.70%, according to the department's International Trade Administration.

Sep 14

Shihlin Electric eyes orders through 2029 as T4 plant starts in 2027

Shihlin Electric is bullish on continued growth in heavy electrical equipment and energy-related businesses as demand rises for Taiwan Power grid reinforcement, energy transition projects, and AI data center (AIDC) build-outs. The company said its planned T4 plant is scheduled to start production in September 2027, while orders on hand have already topped NT$60 billion (approx. US$1.9 billion) and are extending into 2030.

Sep 11

China's energy storage capacity surges 50-fold in five years, sparking crackdown on lithium battery expansion

China's energy storage industry has expanded at breakneck speed since the launch of the 14th Five-Year Plan, growing 50-fold in just five years. The government is now applying the brakes, as local government support has helped spawn large numbers of speculative "energy storage cockroaches"—companies that secure project rights without actually building the projects—causing planned capacity on paper to soar while actual construction lags far behind.

AEROSPACE

Sep 14

Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal

Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment of FPV drones, various unmanned vehicles, and mobile security vehicles.

Sep 14

Taiwan taps Amazon Leo for next-generation government satellite network

Two Beyond 5G low-Earth orbit (LEO) satellites being developed by the Taiwan Space Agency (TASA) under a National Science and Technology Council (NSTC) program, along with four LEO communications satellites awarded to Wistron and Compal Electronics under an NT$1.178 billion (approx. US$37 million) contract, will not be ready in time to meet the government's communications resilience requirements for 2027.

Sep 11

Beyond Earth's orbit: how Besxar, Space Forge, Varda, BioOrbit, Voyager are industrializing space

A pioneering cohort of space startups is betting that the key to unlocking next-generation technology lies off Earth. Armed with millions in private capital and backing, these ventures are leveraging the unique conditions of low Earth orbit to manufacture semiconductor materials and pharmaceutical compounds with degrees of purity and structural perfection that can be difficult or impossible to achieve on Earth.

DISPLAYS