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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    3h 39min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    3h 39min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    3h 39min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    3h 39min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    3h 39min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
    3h 39min ago
    NEWS TAGGED OPINION
    Monday 15 June 2026
    Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
    Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...
    Monday 15 June 2026
    Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

    AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full...

    Saturday 13 June 2026
    Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

    Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

    Saturday 13 June 2026
    Commentary: Five things I noticed at SuperAI Singapore that the keynotes did not tell you
    Ten thousand attendees. One hundred and fifty speakers. Three exhibition floors. Two days. SuperAI Singapore 2026 generated enough keynote content, panel discussion, and product announcements...
    Saturday 13 June 2026
    Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system
    TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and...
    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

    Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

    Thursday 11 June 2026
    DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
    During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed,...
    Thursday 11 June 2026
    Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention
    Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms,...
    Wednesday 10 June 2026
    Commentary: How AI boom gave Nokia and BlackBerry a second life
    The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...
    Wednesday 10 June 2026
    Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
    YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
    Wednesday 10 June 2026
    Column: Robotics' razor's edge is finally cutting into the real world
    In early June in Vienna, a robotics startup used its keynote at ICRA 2026 — the International Conference on Robotics and Automation — to show a robotic arm slowly and precisely...
    Wednesday 10 June 2026
    Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
    Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...
    Tuesday 9 June 2026
    Analysis: E-paper moves beyond the shelf into smart mobility at COMPUTEX 2026
    At COMPUTEX 2026, e-paper moved beyond e-readers and electronic shelf labels, finding new applications in vehicles, signage, and smart mobility. The technology's expansion signals...
    Tuesday 9 June 2026
    Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
    One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
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    Research Report Database
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook