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Friday 23 January 2026
Taiwanese firms remain cautious as AI bubble debate persists
At Davos 2026, Microsoft CEO Satya Nadella cautioned that the rise of artificial intelligence (AI) could lead to a bubble if its advantages are limited primarily to technology companies...
Friday 23 January 2026
Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems
Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn...
Friday 23 January 2026
HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

Friday 23 January 2026
Fiberglass crunch spurs supply scramble as CCL makers ban order changes

As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE...

Friday 23 January 2026
Greenet eyes 123% revenue surge in 2025 amid rising semiconductor green power demand
The urgent net-zero transition in high-tech sectors like semiconductors and AI computing is driving rapid growth in Taiwan's green power sales market. Greenet, a leading domestic electricity...
Thursday 22 January 2026
China rolls out trade-in subsidies again to support ICT device sales
Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...
Thursday 22 January 2026
SAS shifts SiC strategy with 12-inch wafers and AI glasses innovation
Facing intense price wars triggered by China's rapid expansion in the global silicon carbide (SiC) wafer industry, Sino-American Silicon Products (SAS) chairwoman Doris Hsu has decisively...
Thursday 22 January 2026
AI PC battle heats up as Nvidia and MediaTek join forces
Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...
Thursday 22 January 2026
How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Sony's decision to form a TV joint venture with TCL is being read in South Korea less as a routine corporate reshuffle than as a structural...

Thursday 22 January 2026
Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla
The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research...
Thursday 22 January 2026
Kioxia warns of tight NAND supply through 2027

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

Thursday 22 January 2026
GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible
On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...
Thursday 22 January 2026
GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...
Thursday 22 January 2026
Chinese AI chipmakers face mixed reactions to Nvidia H200 block
The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand...
Thursday 22 January 2026
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...