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Sunday 8 March 2026
Adata chairman expects NAND price surge in 2H26
Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...
Sunday 8 March 2026
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...
Sunday 8 March 2026
DynaPack plans triple BBU capacity expansion to meet AI data center demand
With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand...
Sunday 8 March 2026
Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Saturday 7 March 2026
TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...
Friday 6 March 2026
Nvidia's LPU push could reshape inference economics as OpenAI signals major buy
Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing...
Friday 6 March 2026
AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...
Friday 6 March 2026
Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue
Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...
Friday 6 March 2026
Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment
The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...
Friday 6 March 2026
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...
Friday 6 March 2026
Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging
V5 Technologies, a leading maker of advanced semiconductor inspection equipment centered on AI algorithms, is capitalizing on the explosive growth in advanced process and packaging...
Thursday 5 March 2026
Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...
Thursday 5 March 2026
Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1
Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and...
Thursday 5 March 2026
Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...