Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...
Apple will move part of its Mac Mini desktop computer production from Asia to the US, marking another step in its broader effort to localize manufacturing, according to The Wall...
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution...
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...
The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the...
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...
January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
