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Monday 20 July 2026
Memory is becoming a national security priority, SK chair warns

The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...

Monday 20 July 2026
Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

Monday 20 July 2026
Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity
HDI PCB maker Compeq Manufacturing has approved the acquisition of a new manufacturing site in Taoyuan's Guanyin Industrial Park for approximately NT$2.09 billion (US$64.5 million),...
Monday 20 July 2026
Grenergy listing could sharpen group's role in AI and power supply markets
Grenergy Enterprise is set to list on the emerging stock board on July 21, in a move that could highlight how its parent, Changs Ascending Enterprise, is dividing the group's lithium...
Monday 20 July 2026
Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory...

Monday 20 July 2026
AI boom pushes PCB, passive component lead times into a new normal

The global wave of AI data center construction continues to accelerate, driving structural growth across the PCB and passive component...

Monday 20 July 2026
Networking demand remains resilient, but component shortages threaten shipment schedules

AI data center expansion and high-speed network upgrades continue to support demand for networking equipment. However, as the industry...

Monday 20 July 2026
Samsung struggles to secure AI chip substrates, report says

Samsung Electronics is reportedly facing difficulties securing large-format FC-BGA package substrates for custom AI chips, as suppliers...

Monday 20 July 2026
Holtek sees customers prioritize supply stability over pricing as optical communications gains are expected in 2027
Microcontroller (MCU) supplier Holtek Semiconductor reported June 2026 revenue of NT$351 million (approx. US$12 million), up 12.62% month-over-month and 30.93% year-over-year. Revenue...
Monday 20 July 2026
Moonshot reportedly eyes IPO after Kimi K3 success forces cap on new users
Moonshot AI's latest model launch is rapidly reshaping perceptions of China's artificial intelligence (AI) industry, with overwhelming demand forcing the company to suspend new consumer...
Monday 20 July 2026
BYD targets Japan's Kei-car stronghold with low-cost EV challenge
BYD is pressing ahead with plans to enter Japan's all-electric kei-car market, stepping up promotional activity and appointing a brand ambassador in a sign of growing confidence about...
Monday 20 July 2026
Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain
Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...
Monday 20 July 2026
Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
Monday 20 July 2026
Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

Monday 20 July 2026
Huahsu expands capacity to tap AI and advanced packaging demand
Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for...