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    Anthropic disrupts Chinese AI firms' attempts to extract Claude capabilities
    6min ago
    Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack
    18min ago
    Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset
    27min ago
    China moves to rein in booming energy storage and lithium battery overcapacity
    Sep 10, 18:52
    Taiwan's govt delegation visit Europe, strenthening advanced packaging and SiPh ties
    Sep 10, 18:51
    How Huawei, Xiaomi and Apple diverge in foldable phones
    Sep 10, 18:51
    Global drone supply chains accelerate decoupling from China, Taiwan sees an opening
    Sep 10, 18:51
    NEWS TAGGED DEMAND
    Friday 11 September 2026
    Oracle turns its AI build-out into a delivery number, and the cost lands where management said it would

    Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

    Friday 11 September 2026
    iPhone Duo leads Apple's new lineup as market stays split

    Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...

    Friday 11 September 2026
    Apple's foldable arrives late to a supply chain already moving on
    Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese...
    Friday 11 September 2026
    China's Shenzhen Kaifa plans CNY1.85 billion expansion for high-end memory packaging and testing
    Chinese electronics manufacturer Shenzhen Kaifa Technology, also known as Shenzhen Kaifa or Kaifa, plans to invest CNY1.85 billion (about US$260 million) to expand high-end memory-chip...
    Friday 11 September 2026
    Global IC substrate market to surge 32% to US$19.5 billion in 2026 as Taiwan, Korea lead ABF, BT
    Rising demand for generative AI, high-performance computing (HPC), and data center buildouts is pushing the global IC substrate industry into a new phase marked by upgrades in high-end...
    Friday 11 September 2026
    Nuvoton sees robots driving MCU demand over next decade

    Nuvoton Technology sees robots and other physical AI applications becoming an important source of demand for microcontrollers (MCUs)...

    Friday 11 September 2026
    TPK, GIS post mixed August sales as 2H26 demand stays cautious
    Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half...
    Thursday 10 September 2026
    Taiwan EV charging operators face profit squeeze despite rapid network expansion
    Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended...
    Thursday 10 September 2026
    Murata to stop some MLCC lines as AI server demand strains supply
    Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese...
    Thursday 10 September 2026
    ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out
    ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...
    Thursday 10 September 2026
    Foxsemicon hits record 2Q26 revenue on Thailand ramp-up
    Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...
    Thursday 10 September 2026
    Jeter August revenue rises on AI server shipments
    Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...
    Thursday 10 September 2026
    Intelligo targets double-digit 2027 revenue growth on AI IP, ASICs
    Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles...
    Thursday 10 September 2026
    TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

    TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated...

    Thursday 10 September 2026
    Spirox TGV inspection capable of scanning entire substrate in 20 minutes
    As advanced packaging moves toward higher-density stacking, demand is rising for glass through-glass via (TGV) and through-silicon via (TSV) inspection, while glass core substrates...
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    BIZ FOCUS
    Sep 10, 08:00
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
    Tuesday 8 September 2026
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    reportAIglasses