Enterprise investments in 5G private networks are expected to significantly increase following amendments to the "Regulations Governing the Establishment and Use of Mobile Broadband...
The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
Mouser Electronics, a global authorized distributor of electronic components and industrial automation products, added 63 new manufacturers to its line card in 2025, further increasing...
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
The largest annual artificial intelligence (AI) ecosystem event, AI EXPO Taiwan 2026, is confirmed to take place from March 25-27, 2026, at the Taipei Expo Dome. Compared to previous...
Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement...
Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...
The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors...
The artificial intelligence boom is creating an unprecedented energy crisis. As AI data centers proliferate worldwide, electricity demand is surging faster than supply can keep pace,...
As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain...
