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Thursday 9 July 2026
Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

Thursday 9 July 2026
SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq,...

Thursday 9 July 2026
Server ODMs race to expand globally as parts shortages bite
AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
Thursday 9 July 2026
Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell...

Thursday 9 July 2026
Gem Terminal June sales dipped as AI cooling and green power demand rose
Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
Thursday 9 July 2026
Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration
Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure,...
Thursday 9 July 2026
China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code,...

Thursday 9 July 2026
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...
Thursday 9 July 2026
Analog Devices acquires Empower Semiconductor and enters AI power market

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster...

Thursday 9 July 2026
Nan Pao Resins posts June sales record on price hikes and early customer orders
Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
Thursday 9 July 2026
Univacco posts record revenue on card demand
Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing...
Thursday 9 July 2026
Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early...

Thursday 9 July 2026
Largan investor conference to spotlight optical communications push and smartphone demand
Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting...
Thursday 9 July 2026
China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling...

Thursday 9 July 2026
Taiwan firms accelerate overseas expansion as subsidy loan quotas run dry
Taiwanese companies are speeding up overseas expansion as China's economy slows and global supply chains shift toward resilience, and government-backed financing is being taken up...