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    High-end GPUs may be slowing China's AI compute expansion
    28min ago
    LGES, Samsung SDI reportedly booked out for two years as US restrictions and China slowdown reshape ESS market
    30min ago
    NEWS TAGGED DEMAND
    Friday 18 September 2026
    Chip equipment makers face waits of up to 40 months for critical parts
    The semiconductor industry's capacity crunch is moving deeper into the equipment supply chain, with shortages of specialized components stretching delivery times as chipmakers accelerate...
    Friday 18 September 2026
    iPhone 18 Pro sellouts across Taiwan as foldable Duo looms
    Apple's iPhone 18 Pro series will go on sale on September 18, and Taiwan's major e-commerce platforms and telecom carriers have released preorder results ahead of launch. Data show...
    Friday 18 September 2026
    Micron: AI memory crunch rewrites the market with long-term deals and custom designs
    As the AI boom spreads from data centers to edge devices and robotics, Micron Technology executives are warning that memory has become a core bottleneck determining the upper limits...
    Friday 18 September 2026
    Taiwan central bank keeps rates unchanged as inflation stays contained
    Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal...
    Friday 18 September 2026
    Taiwan central bank warns market stability hinges on AI monetization
    Taiwan's Central Bank said on the 17th that the success or failure of AI monetization will determine its long-term economic benefits and impact on financial markets. It urged Taiwanese...
    Friday 18 September 2026
    Housing slump and plant builds diverge as Tung Ho Steel sees AI demand support
    Electric-arc furnace steelmaker Tung Ho Steel said Taiwan's real-estate slowdown has dragged down rebar orders in 2026, while high-tech investment and plant construction have strongly...
    Friday 18 September 2026
    Samsung Display reportedly taps Sunic for KRW300 billion RGB OLEDoS push
    Samsung Display (SDC) is reportedly preparing to invest about KRW 300 billion in a 12-inch RGB OLED-on-Silicon (OLEDoS) production line, moving the next-generation microdisplay technology...
    Friday 18 September 2026
    FCS Group eyes North America layout, as plastics industry turns to material innovation

    The spotlight has been on industry innovation at the 2026 Taipei International Plastics and Rubber Industry Show (TaipeiPLAS), as Taiwan's...

    Friday 18 September 2026
    AI's next infrastructure squeeze is storage: Seagate sees demand accelerating
    Seagate's 2026 Data Infrastructure Readiness Report finds that enterprise AI strategies are moving beyond early-stage adoption toward broader deployment, increasing the importance...
    Friday 18 September 2026
    FIT hedges its AI optics bets with Corning EBO, TSMC co-packaging talks

    Foxconn Interconnect Technology (FIT) chairman Sidney Lu said AI demand remains strong, with overall capacity near full utilization...

    Friday 18 September 2026
    Nan Ya accelerates AI materials shift with major capacity expansion

    Nan Ya Plastics is speeding up its transformation in electronic materials as cloud service providers expand capex at a rapid pace, making...

    Thursday 17 September 2026
    Physical AI drives autonomous driving upgrade; three efficiency factors lift AI accelerator demand

    Introduction

    Thursday 17 September 2026
    Trumpf eyes glass as AI demand drives packaging innovation
    At the China International Optoelectronic Expo (CIOE), representatives from German laser and plasma generator maker Trumpf offered a glimpse into the company's push to extend its laser...
    Thursday 17 September 2026
    Topview sees supply-chain shifts supporting orders as AI investment reshapes its outlook
    Topview Optronics said shifts tied to artificial intelligence are helping it secure orders through the end of 2026, even as it continues to contend with memory shortages and rising...
    Thursday 17 September 2026
    Memory LTAs lock up 50-70% of capacity
    The memory industry remains in short supply, and major chipmakers are raising the share of capacity committed to long-term supply agreements (LTAs) while extending their duration from...
    1/295 pages
    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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