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    PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures
    6min ago
    With 97.5% reliance on Israel, Bromine supply chain risks emerge
    Apr 14, 18:18
    NEWS TAGGED DEMAND
    Wednesday 15 April 2026
    Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
    China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
    Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
    Wednesday 15 April 2026
    Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
    Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...
    Wednesday 15 April 2026
    China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
    China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
    Wednesday 15 April 2026
    CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

    Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

    Wednesday 15 April 2026
    Cooling fan makers remain optimistic about 2026 operations
    Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...
    Wednesday 15 April 2026
    Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

    Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

    Wednesday 15 April 2026
    Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
    Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
    Wednesday 15 April 2026
    Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth
    Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...
    Wednesday 15 April 2026
    Europe's sovereign AI ambitions open doors for Korean NPU startup
    South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...
    Wednesday 15 April 2026
    Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

    Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

    Tuesday 14 April 2026
    Samsung begins P4 equipment orders as 1c DRAM investment enters execution

    Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

    Tuesday 14 April 2026
    Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute
    As generative AI demand shifts from centralized cloud training to edge inference, Nokia and AI chip startup Blaize have expanded their partnership in Singapore, unveiling a full-stack...
    Tuesday 14 April 2026
    Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
    As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook