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7 days news

Squeezed by China, Taiwan ODMs pivot to AI for new growth

Jul 28, 14:43

ICT

Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform

Jul 28, 13:58

SEMICONDUCTORS

Automotive chip demand surges in 2Q26 on EV reset

Jul 28, 12:41

ELECTRIC VEHICLES

Google TPU surge and Meta capacity push fuel CSP capex wave

Jul 28, 12:25

ICT

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

Taiwan accelerates winter energy preparations as Middle East conflict raises supply risk

TCC launches Europe listing plan as revenue from the region reaches 44%

Samsung trims Z Fold8 display module 10% using Flex Titanium

Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

Display industry earnings season shifts spotlight from panel prices to transformation strategies

Panel makers reject 10% polarizer price increase as China suppliers retreat

Taiwan lawmakers clash over NT$210B drone procurement bill

UMT posts record revenue in 1H26 on growing LEO satellite demand

AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing

China speeds up 4 new cars a day, intensifying shakeout

LG wins Nvidia certification for 600kW CDU and lands North America data center project

Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer

Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Smart glasses ignite AI device battle as China nears 80% global brand share

Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Robot boom heats up as Taiwan chipmakers race to catch up

Nvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year

China display giant BOE rejects low-price race, turns to innovation to lift panel value

More news

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.