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    Wednesday 29 April 2026
    Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
    Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
    Wednesday 29 April 2026
    Seagate sees agentic AI beginning to lift HDD demand
    Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity

    Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

    Wednesday 29 April 2026
    Hsinchu water restrictions ease as reservoirs rebound
    Taiwan's Water Resources Agency (WRA) disaster emergency response team held its third working meeting on April 27, deciding to downgrade the water status signal in Hsinchu from a "pressure-reducing"...
    Wednesday 29 April 2026
    The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
    Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
    Wednesday 29 April 2026
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
    Wednesday 29 April 2026
    AI server demand locks up memory supply through 2027, prices seen holding firm
    Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
    Wednesday 29 April 2026
    CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
    Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
    Wednesday 29 April 2026
    Memory test capacity stays high as substrate prices may rise in 2Q26
    The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
    Tuesday 28 April 2026
    Meta bets on orbit-to-grid solar to power AI infrastructure around the clock
    Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data...
    Tuesday 28 April 2026
    Microsoft's cloud strategy tightens AI compute supply
    Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
    Tuesday 28 April 2026
    LG reportedly plans to expand its India manufacturing footprint
    New Daily reports that LG Electronics has decided to expand its manufacturing footprint in India, with a major investment of about KRW1.4 trillion (approximately US$1.0 billion)...
    Tuesday 28 April 2026
    Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

    Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

    Tuesday 28 April 2026
    US chip packaging capacity to hit 10% by 2032
    The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook