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    Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
    5min ago
    NEWS TAGGED DEMAND
    Monday 4 May 2026
    Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
    Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
    Monday 4 May 2026
    Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
    Samsung Electronics' foundry business is drawing renewed attention as its 4nm process reportedly reaches higher utilization, supported by HBM4 base-die demand and orders from global...
    Monday 4 May 2026
    TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
    Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
    Monday 4 May 2026
    China curbs memory speculation; DDR4 spot slides, contract prices surge

    Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

    Monday 4 May 2026
    United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
    United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
    Monday 4 May 2026
    Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
    Realtek reported first-quarter results on April 30, saying revenue rose to NT$36.42 billion (US$1.15 billion), driven by early customer pull-in orders that boosted demand into the...
    Monday 4 May 2026
    Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
    Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects....
    Monday 4 May 2026
    Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
    Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
    Monday 4 May 2026
    SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand
    Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch...
    Monday 4 May 2026
    Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
    Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
    Monday 4 May 2026
    AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
    Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
    Monday 4 May 2026
    AI data center demand boosts IDM growth in industrial market
    Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
    Monday 4 May 2026
    China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
    China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...
    Monday 4 May 2026
    Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

    Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency...

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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