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Tuesday 8 September 2026
Sercomm revenue surges past 3Q25 on North America upgrades
Sercomm Corporation reported August revenue of NT$7.044 billion on the 7th, up 45% year-over-year, extending its run of monthly sales above NT$7 billion(US$222.1 million) to a third...
Tuesday 8 September 2026
Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it
Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In...
Tuesday 8 September 2026
Nvidia underwrites its own demand; that may be harder to copy than its chips
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
Tuesday 8 September 2026
SST market grows 32% as global players race to secure position
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage,...
Tuesday 8 September 2026
Acer Asia units post double-digit growth on strong AI orders
Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is...
Tuesday 8 September 2026
FitTech shifts from LED to optical communications, eyes InP relief
FitTech is pivoting away from the crowded LED market into optical communications, with outsourced chip testing and sorting orders set to rise month by month from the third quarter...
Tuesday 8 September 2026
US-China space race expands from Moon landings to LEO satellite constellations and orbital computing
The US-China space race is broadening beyond rocket launches and crewed lunar missions into a growing array of strategic arenas, including lunar resources, low-Earth-orbit (LEO) satellite...
Tuesday 8 September 2026
Accton sets August revenue record as AI networking demand surges
Accton Technology reported on September 7 that August consolidated revenue reached NT$40.873 billion, a record high and the first time the network equipment maker has exceeded NT$40...
Tuesday 8 September 2026
Interview: California companies highlight synergy between the state and Taiwan
This year's SEMICON Taiwan saw companies worldwide flock to Taipei to learn new industry developments and score potential business opportunities. Many came from elsewhere in Asia,...
Tuesday 8 September 2026
Analysis: Taiwan manufacturers put 78.9% of new investment into machines as hiring fails
Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as...
Tuesday 8 September 2026
Acer India tablet deal points to deeper push in Asia-Pacific
Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding...
Tuesday 8 September 2026
Taiwan sets out 2027 plan to reinforce AI, chip leadership
Taiwan plans to deepen its role in global technology supply chains as demand for AI chips, advanced packaging, and memory tightens worldwide. A new policy agenda aims to bolster semiconductor...
Monday 7 September 2026
How UC Santa Cruz's Silicon Valley lab is reverse-engineering the human brain to solve AI's chip power crisis
As the global race for artificial intelligence (AI) consumes vast oceans of electricity and pushes modern utility grids to the brink, a team of California researchers is looking to...
Monday 7 September 2026
Silicon Valley goes physical: how San Jose is building an energy-rich, tariff-mitigated capital for physical AI
As the artificial intelligence revolution outgrows the digital cloud and demands physical form, a major structural transition is quietly reshaping Silicon Valley. While the region...
Monday 7 September 2026
STMicroelectronics says humanoid robots must clear a trio of hurdles
STMicroelectronics said humanoid robots are still most likely to enter manufacturing first, as the industry works through key hurdles in hand dexterity, edge AI decision-making, and...