Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence (AI) data centers, with AI server-related products projected to account for 25% of its portfolio.
Chunghwa Precision Test, a supplier of semiconductor testing interfaces, is seeing a surge in demand driven by high-performance computing and mobile application processors, as orders for advanced testing solutions continue to accelerate.
Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements, in what could become the first binding contracts of their kind in the memory industry, according to Korean media reports.
At Nvidia's GTC 2026 conference last week, two figures were notable in helping CEO Jensen Huang connect with major Taiwanese business partners.
Advanced Echem Materials' (AEMC's) expansion in DUV photoresists, advanced packaging, and optical materials signals increased global supply capacity for cutting‑edge semiconductor processes, potentially easing material constraints and supporting fabs moving beyond 3nm. The company's R&D growth and factory plans aim to meet rising demand from global chipmakers and device makers.
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures make it difficult for US-based AI chipmakers like Nvidia and Advanced Micro Devices (AMD), China's AI GPU market is not standing still waiting for Washington's approval.
Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with gradual market balance expected over two years, influencing hardware costs and capacity planning for international technology companies and data center operators worldwide.
As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly photoresists — is coming back into focus.
Tescan's expansion of its Seoul site integrates a Demo Lab with office space to better serve semiconductor clients amid global AI-driven memory demand, promising faster failure analysis and reliability testing for advanced packaging customers worldwide and reducing testing wait times for partners pursuing heterogeneous integration and chiplet technologies.
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented profitability in the fourth quarter of 2025 and could ripple into 2026, raising risks of order delays and strained supply stability for industrial customers worldwide.
Jeng-Ywan Jeng, a professor from the Department of Mechanical Engineering at the National Taiwan University of Science and Technology (NTUST), recently highlighted TSMC's efforts to nurture domestic semiconductor-related industries during a lecture at the Intellectual Property and Commercial Court. He noted that local companies entering TSMC's semiconductor manufacturing supply chain not only drive growth in related sectors but also help lower supply chain risks.
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