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Monday 13 July 2026
India roundup: India's chip strategy tests its ability to build a competitive ecosystem

India is moving from semiconductor planning to execution, using funding, tariff changes, foreign...

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
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
SK Hynix hybrid bonding push signals next phase of HBM packaging race
SK Hynix is moving early to prepare hybrid bonding technology for next-generation high-bandwidth memory (HBM), as competition in AI memory shifts from stacking capacity toward packaging...
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
AI shifts toward 'slow thinking' as agent era approaches, says Google DeepMind's VP of research
Ed Chi, vice president of research at Google DeepMind, said AI's next milestone will be its evolution from the fast, pattern-recognition-oriented thinking associated with System 1...
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
Egis sells part of iCatch stake as ASMedia becomes largest shareholder
Egis Technology on July 9 said it sold part of its stake in iCatch Technology as part of a routine adjustment to its group equity holdings. The IC design company said the move was...
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...
Monday 13 July 2026
AI era accelerates Foxconn's shift to global 24-hour cybersecurity coverage

Foxconn is using AI and coordinated security teams across Asia, Europe and the Americas to defend against cyberattacks as enterprises...

Monday 13 July 2026
AI's new gatekeepers: US and China tighten grip on frontier models

The world's most powerful AI models are encountering a new constraint beyond chips, data and engineering talent: governments increasingly...

Monday 13 July 2026
Column: Steel industry shifts from capacity to performance

As infrastructure upgrades, rail decarbonization, and the reshaping of critical materials supply chains accelerate, the steel industry...