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IN THE NEWS
Sunday 17 May 2026
Thunder Tiger and Shield AI team up on autonomous naval drones for Taiwan's asymmetric defense
Thunder Tiger Group, a Taiwanese defense and unmanned systems manufacturer, said it has signed a memorandum of understanding with US defense technology company Shield AI to integrate...
Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Sunday 17 May 2026
Taiwan chipmakers quietly fill gaps left by Korea's HBM push
Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology...
Sunday 17 May 2026
Optical firms enter high-margin smart snow goggles supply chain
Taiwan's optical supply chain is moving into smart snow goggles as companies race to combine augmented reality (AR) displays with large-curvature protective lenses. To overcome the...
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
Saturday 16 May 2026
Column: Orbit are now battlefields—how the world's powers are militarizing space
In April 2024, the People's Liberation Army (PLA) executed one of the most significant overhauls of its military architecture in decades. The former Strategic Support Force was disbanded...
Friday 15 May 2026
Commentary: The Thucydides trap and TSMC's COUPE
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
Friday 15 May 2026
Samsung shields chip lines as union sticks to strike plan

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks...

Friday 15 May 2026
TSMC to trim Vanguard International stake to 19% in block trade
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake...
Friday 15 May 2026
Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance...
Friday 15 May 2026
Maserati turns to Huawei as China's EV power expands into luxury cars
In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...
Friday 15 May 2026
Taiwan industry maintains support for non-China supply chain push despite drone budget setback
Taiwan's legislature recently passed the final version of a special defense budget totaling NT$780 billion (approx. US$24.75 billion), but drone-related funding was not approved. The...
Friday 15 May 2026
Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal
Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics...
Friday 15 May 2026
Panel makers cool in April 2026, pivot to CPO and FOPLP
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics...
Friday 15 May 2026
Samsung strike risk lifts memory spot prices as supply risks mount

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...