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Friday 10 July 2026
Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies

Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening...

Friday 10 July 2026
King Slide leans on R&D, automation, and global expansion to defend margins
King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component...
Friday 10 July 2026
European startup unveils humanoid robot design, real-time learning system

UMA, a Physical AI company, unveiled the design of its first humanoid robot at Machina Summit and introduced Real-Time Learning, an...

Friday 10 July 2026
Former chip designer turned VC delivers reality check on AI, CPO hype
A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives:...
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
Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
Thursday 9 July 2026
Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially...
Thursday 9 July 2026
UMT lifts first-half profit 70% as satellite demand stays strong
Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion,...
Thursday 9 July 2026
Exclusive: UK pitches land, power and growth zones to Taiwan tech suppliers
The UK is pitching five AI Growth Zones and easier access to land, power and infrastructure to Taiwanese technology suppliers, seeking to turn its AI buildout into a market and investment...
Wednesday 8 July 2026
HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
Wednesday 8 July 2026
As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools
Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities...
Wednesday 8 July 2026
Kinko Optical sales jump 73% as smart glasses push takes shape
Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.
Tuesday 7 July 2026
Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power...

Tuesday 7 July 2026
Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...