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    Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
    1min ago
    TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips
    6min ago
    Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety
    7min ago
    India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty
    11min ago
    Mistral AI urges France to reserve cheap power for European AI firms
    28min ago
    AI computing demand lifts fiber prices and volume
    28min ago
    Commentary: Scooter connectivity trend cools as industry rethinks value of technology
    Jul 14, 18:16
    South Korean court rules NAND flash design as core technology; Samsung's competition clause applicable
    Jul 14, 18:11
    NEWS TAGGED DEMAND
    Monday 13 July 2026
    CPO mass production accelerates new four-stage test equipment market
    AI-driven demand is accelerating the shift of co-packaged optics (CPO) from technology validation to mass production, triggering a new wave of equipment demand. Companies including...
    Monday 13 July 2026
    Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027
    Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total...
    Monday 13 July 2026
    Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves

    A push by Infineon for TSMC to expand further in Dresden could reshape Europe's role in advanced chipmaking and ripple through the...

    Monday 13 July 2026
    Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

    AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at...

    Monday 13 July 2026
    MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds
    MediaTek reported June 2026 revenue of NT$58.012 billion (US$1.81 billion), up 22.30% month over month and 2.80% year over year, and said second-quarter revenue reached NT$152.183...
    Monday 13 July 2026
    Acer posts 13-year second-quarter revenue high on PC and diversified growth
    Acer reported June consolidated revenue of NT$27.818 billion (US$864.8 million), up 6.3% from May, as the Taiwanese PC maker posted its strongest second-quarter revenue in 13 years...
    Monday 13 July 2026
    SuperAlloy revenue climbs on recycled aluminum and semiconductor certification progress
    SuperAlloy Industrial posted June consolidated revenue of NT$749 million (US$23.36 million), up 17.93% from May and 21.46% from a year earlier. The Taiwan-based materials maker said...
    Monday 13 July 2026
    Sitronix sees zero-capacitance TDDI and automotive DDI drive growth
    Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker...
    Monday 13 July 2026
    AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders
    As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...
    Monday 13 July 2026
    Trio revenue rises on AI server battery backup demand in June
    Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...
    Monday 13 July 2026
    Largan ramps variable aperture lens in 3Q as smartphone demand rebounds
    Optical leader Largan Precision said on July 9 that customer demand for new smartphones is picking up in the second half, while Chairman En-Ping Lin highlighted that strong technology...
    Monday 13 July 2026
    Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs
    GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory...
    Monday 13 July 2026
    AI infrastructure demand lifts WPG, WT Microelectronics to record Q2 revenue

    Monday 13 July 2026
    Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders

    Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments...

    Monday 13 July 2026
    ChainSea Information Integration lifts first-half revenue to record on AI customer service demand
    ChainSea Information Integration Information, a digital transformation integration services provider, reported consolidated revenue of NT$622 million (US$19.39 million) in the first...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    AI Summit Seoul