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    Commentary: Behind Micron's bet for a long memory demand cycles
    Jun 29, 18:44
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    Jun 29, 18:44
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    Jun 29, 18:44
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    Jun 29, 18:44
    MCU price hike expectations drive early 1H26 pull-ins
    Jun 29, 18:44
    iPhone 18 Pro price hike: Memory costs or margin play?
    Jun 29, 18:44
    NEWS TAGGED EQUIPMENT
    Friday 24 April 2026
    BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

    Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics...

    Friday 24 April 2026
    Interview: Taiwan-Korea cooperation not limited to memory giants; Hwaseong City aims to expand alliances
    When it comes to Taiwan-Korea semiconductor cooperation, the outside world often focuses on orders and R&D between memory giants such as Samsung Electronics, SK Hynix, and TSMC...
    Thursday 23 April 2026
    Machvision targets 70% high-end equipment share, eyes record 2026 revenue
    Machvision's launch of advanced inspection tools for semiconductors and high-end printed circuit boards carries significant implications for global electronics supply chains, promising...
    Thursday 23 April 2026
    Taiwan's semiconductor equipment gap persists despite govt subsidies
    With government incentives, Taiwan has achieved significant success in localizing display equipment, though the competitiveness of the display industry has declined considerably in...
    Thursday 23 April 2026
    Lam Research signals sustained AI-driven momentum as WFE outlook improves
    Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
    Thursday 23 April 2026
    DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle
    Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...
    Thursday 23 April 2026
    Innos lists on OTC market, leveraging probe card demand wave with three major growth engines
    Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications...
    Wednesday 22 April 2026
    Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
    Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...
    Wednesday 22 April 2026
    Applied Materials announces Advantest as innovation partner for EPIC platform in Silicon Valley
    Leading materials engineering in the semiconductor industry, Applied Materials, announced today that Advantest Corporation, a leading semiconductor test equipment supplier, will join...
    Wednesday 22 April 2026
    ASM International reports 16% growth in 1Q26 revenue driven by booming AI market
    ASM International reported a high revenue in the first quarter of 2026, driven by surging AI demand and its need for advanced...
    Wednesday 22 April 2026
    US FCC router rules rattle industry, but Taiwan vendors see silver lining
    A new US regulatory push to scrutinize foreign-made consumer routers on national security grounds is raising questions across the global networking industry. Yet for Taiwan's key equipment...
    Tuesday 21 April 2026
    ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
    ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
    Monday 20 April 2026
    Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
    China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...
    Monday 20 April 2026
    Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028
    Spanish optical inspection startup Wooptix officially unveiled its first inspection system, Phemet, in November 2025. The company stated that its first-generation prototype has already...
    Monday 20 April 2026
    As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

    The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

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    AsiaCPO2
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook