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    Taiwanese suppliers expand China capacity with AI components in focus
    9h 48min ago
    Commentary: YMTC IPO highlights strong profits but three hurdles remain
    9h 48min ago
    Foxconn's China investment returns lead Taiwan peers on AI and HPC demand
    9h 48min ago
    Nvidia and SK Hynix diverge on CPO as 3D optics-centric design may arrive after 2030
    9h 48min ago
    Tactical drone market shifts as startups and incumbents compete and cooperate
    9h 48min ago
    NEWS TAGGED DEMAND
    Friday 21 August 2026
    Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers
    Thirty-eight of 43 companies grew year to date at a median rate of 28.7% — the highest of any semiconductor sub-sector — with test handlers, sockets and probe cards recurring...
    Friday 21 August 2026
    Nitto Denko to expand HDD baseboard capacity for AI data center demand
    Nitto Denko said it will invest JPY28 billion (US$176.68 million) through fiscal 2028 to expand production of thin-film metal base boards for hard disk drives, raising capacity by...
    Friday 21 August 2026
    TXC pivots to AI infrastructure as 1.6T optical modules surge
    Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...
    Friday 21 August 2026
    Kenmec surges on AI, advanced packaging to record orders, revenue

    Fueled by robust global demand for artificial intelligence and the rapid expansion of semiconductor advanced packaging capacity, Kenmec...

    Friday 21 August 2026
    Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
    The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
    Thursday 20 August 2026
    Samsung gains foundry pricing power as 4nm capacity stays tight through 2027

    Samsung Electronics is gaining pricing power in its foundry business as AI and high-bandwidth memory (HBM) demand tightens advanced-node...

    Thursday 20 August 2026
    AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan
    Advanced Micro-Fabrication Equipment Inc. China (AMEC) posted a 300% surge in first-half 2026 profit and announced a CNY3.5 billion (US$520 million) capacity expansion, accelerating...
    Thursday 20 August 2026
    AI drives network equipment demand as parts shortages deepen
    AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging...
    Thursday 20 August 2026
    Nvidia, TSMC, chip gear makers ride AI boom into high-margin club
    Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing...
    Thursday 20 August 2026
    LG Energy Solution starts production at US$2B Michigan plant, pivoting to energy storage boom
    LG Energy Solution has officially kicked off production of energy storage batteries at its nearly US$2 billion battery facility in Lansing, Michigan. The long-planned plant, originally...
    Thursday 20 August 2026
    Samsung to break ground on KRW6 trillion Onyang HBM packaging plant in September
    Samsung Electronics will break ground in September on a KRW6 trillion (approx. US$4.31 billion) HBM production and advanced-packaging facility at its Onyang campus in Asan, South Korea,...
    Thursday 20 August 2026
    Taiwan chip designers see automotive demand rebound
    Major European and US companies and Taiwan-based IC design firms are seeing a notable recovery in automotive chip demand so far in 2026, spanning smart cockpit platforms, advanced...
    Thursday 20 August 2026
    Fudan Microelectronics profit jumps 339%, FPGA localisation gains traction
    Shanghai Fudan Microelectronics Group reported a sharp first-half earnings increase in 2026, helped by stronger semiconductor demand, rising sales across its chip portfolio and investment...
    Thursday 20 August 2026
    Techman Robot lifts SI mix to 20% as server-heavier builds spur robot demand
    Techman Robot said on August 19 at Automation Taipei 2026 that it remains cautiously optimistic about the second half of 2026, expecting business to outperform the first half on continued...
    Thursday 20 August 2026
    Samsung repays 20 trillion won SDC loan early as memory demand surges

    Samsung Electronics fully repaid a KRW20 trillion unsecured loan from Samsung Display ahead of schedule in the second quarter of 2026,...

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    Aug 24, 08:00
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
    Thursday 20 August 2026
    Corning-IRICO Trade Secret Case Enters New Phase
    Thursday 20 August 2026
    PGC Helps Startups Accelerate ASIC Development with Turnkey Services
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