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Friday 17 April 2026
Japan backs Sony image sensor expansion with up to US$380 million subsidy
Japan has announced government support for Sony's image sensor expansion project in Kumamoto, underscoring the strategic importance of semiconductor supply chains for artificial intelligence...
Friday 17 April 2026
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Friday 17 April 2026
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...
Friday 17 April 2026
TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...
Friday 17 April 2026
Musk's foundry push forces chipmakers to rethink customer relationships
Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...
Friday 17 April 2026
Taiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure
TPK Holding reported a sharp rebound in profitability for the first quarter of 2026, driven by new semiconductor investments and favorable one-off gains.
Friday 17 April 2026
With chip limits near, focus shifts to packaging and integration

As the rise of artificial intelligence (AI) pushes semiconductor performance toward new limits, the industry is confronting a fundamental...

Thursday 16 April 2026
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...
Thursday 16 April 2026
TSMC enters 2nm mass production, scales 3nm capacity
TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
Thursday 16 April 2026
TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average
TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC...
Thursday 16 April 2026
Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
Thursday 16 April 2026
EZconn posts 200% profit surge in March as high-fiber count shipments boost growth
Optical communication manufacturer EZconn announced a net profit after tax of NT$312 million (US$9.9 million) for March 2026, marking a 200% increase year on year and earnings per...
Thursday 16 April 2026
TSMC lifts full-year outlook above 30% as AI demand powers another record quarter
Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...
Thursday 16 April 2026
TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high
Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...