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Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...
Monday 27 July 2026
Samsung bolsters energy team as chip projects test power supply
Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion...
Monday 27 July 2026
GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates
GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its...
Monday 27 July 2026
SDC and LGD showcase shift to IT OLED at K-Display 2026
South Korea's display giants, Samsung Display (SDC) and LG Display (LGD), are showcasing a shift in their product focus at the K-Display 2026 exhibition from traditional TVs to IT...
Monday 27 July 2026
AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

Monday 27 July 2026
Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...
Monday 27 July 2026
Sovereign AI promises independence, but often deepens reliance on US vendors, Stanford report says
Stanford researchers say the global push for sovereign AI is producing a paradox for governments seeking digital independence. The latest report from Stanford HAI argues that offerings...
Monday 27 July 2026
Samsung Electro-Mechanics starts pilot production of camera modules for humanoid robots in Vietnam, report says
Samsung Electro-Mechanics (Semco) has begun pilot production of camera modules for humanoid robots at its manufacturing base in Vietnam, Maeil Business Newspaper reported,...
Monday 27 July 2026
Taiwan's AIDC is turning a decade of AI manufacturing know-how into a business model

Taiwan's Aerospace Industrial Development Corporation (AIDC) has spent nearly a decade pushing AI adoption, moving from smart manufacturing...

Monday 27 July 2026
Disco lifts first-half profit forecast on steady AI equipment demand
Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
Monday 27 July 2026
AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Sunday 26 July 2026
Samsung and Hyundai target Silicon Valley AI roundtable
Samsung Electronics chairman Lee Jae-Yong and Hyundai Motor chairman Chung Eui-Sun are reportedly moving to join the advisory network of the global AI leaders' gathering "Silicon Valley...
Sunday 26 July 2026
KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion
TSMC supplier LCY Group President Bowei Lee said private equity firm KKR & Co. plans to gradually divest its holdings in businesses affiliated with the Taiwanese chemical group,...
Sunday 26 July 2026
Pantheon Electric expands copper platform as AI and grid demand tighten supply
Pantheon Electric said it has completed the acquisition of four manufacturers and built an integrated power infrastructure platform across 21 factories in North America and Europe...
Saturday 25 July 2026
89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...