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    CONNECT WITH US
    US moves to balance tech pressure with controlled competition could reshape China's economic ties
    15min ago
    Lei Jun, Musk and Cook converge at China-US state dinner
    17min ago
    UMC rolls out 14nm FinFET platform for OLED driver ICs
    19min ago
    Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
    21min ago
    Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030
    24min ago
    TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities
    26min ago
    Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
    33min ago
    SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze
    45min ago
    OpenAI and Apple partnership frays as legal threat looms
    50min ago
    Applied Materials scales manufacturing and innovation to meet AI demand
    57min ago
    Analysis: Europe embraces Chinese EVs while North America loses momentum
    58min ago
    Trump-Xi meeting leaves InP and CVD export controls unresolved
    May 14, 19:21
    ODMs push consignment deals to defend AI server margins
    May 14, 19:20
    NEWS TAGGED CAPACITY
    Friday 15 May 2026
    SMIC refocuses on capital investment over dividends as AI boom reshapes demand
    During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize...
    Friday 15 May 2026
    Applied Materials posts 25-year margin high as agentic AI drives equipment boom
    Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the...
    Friday 15 May 2026
    Faster AI servers drive a shift to advanced PCB technologies
    The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers...
    Friday 15 May 2026
    Nan Ya PCB targets high-end IC substrate growth amid AI demand
    Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...
    Thursday 14 May 2026
    TSMC expands CoWoS and SoIC capacity on AI boom
    TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities...
    Thursday 14 May 2026
    Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates
    Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued...
    Thursday 14 May 2026
    Samsung and SK Hynix rush to expand capacity as AI memory demand soars
    The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
    Wednesday 13 May 2026
    Ajinomoto raises ABF substrate film prices 30%
    Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Wednesday 13 May 2026
    Tesla boosts Berlin output with US$250M battery cell expansion
    Tesla is investing US$250 million to expand battery-cell production at its Berlin-Brandenburg Gigafactory, reinforcing its long-term commitment to Europe just as the company starts...
    Wednesday 13 May 2026
    TSMC adds four executives in latest reshuffle as US investment and succession push accelerate
    TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately...
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Intel's revival secret: Suppliers with TSMC's stamp of approval
    With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.
    Tuesday 12 May 2026
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook