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Friday 15 May 2026
Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory...
Friday 15 May 2026
China's auto market pivots to EVs as profits erode
Rising oil prices tied to Middle East tensions have accelerated a structural shift in China's auto market, even as weakening domestic demand and intensifying price competition squeeze...
Friday 15 May 2026
Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk
Foxconn confirmed a cyberattack on some of its North American facilities on May 12. Affected plants continued normal production, the company said, while its cybersecurity team activated...
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
Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...
Thursday 14 May 2026
MediaTek courts Intel as Google pushes for alternatives to CoWoS
MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely...
Thursday 14 May 2026
Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers
Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny...
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 14 May 2026
China's semiconductor godfather warns against 2nm fixation
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...
Wednesday 13 May 2026
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker...

Wednesday 13 May 2026
Dixon Technologies sees margin pressure as stagnation offsets full-year growth
Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
Wednesday 13 May 2026
Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide
Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate...
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
China's fiber optic giant unveils world's largest preform for AI data center boom

China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting...

Wednesday 13 May 2026
SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...