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Monday 27 April 2026
Everlight ramping up in optical communications, supported by automotive and invisible light
As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...
Monday 27 April 2026
Taiwan's growing AI and industrial demand reshapes corporate power strategies
As AI infrastructure and industrial electricity use rise, Taiwan's shifting power landscape has far-reaching global implications for supply reliability, corporate competitiveness,...
Monday 27 April 2026
Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

Monday 27 April 2026
NEO Semiconductor advances 3D DRAM with POC validation
Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years...
Sunday 26 April 2026
AI data centers hit interconnect limits, boosting optical module demand

The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

Sunday 26 April 2026
ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

ASML is moving to eliminate a wide range of management roles as part of a broader effort to simplify its organization and improve execution,...

Sunday 26 April 2026
BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed...

Saturday 25 April 2026
LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand
Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...
Saturday 25 April 2026
Taiwan's industrial production surges on AI infrastructure demand
Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence...
Saturday 25 April 2026
India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion
India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
Saturday 25 April 2026
Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven,...

Friday 24 April 2026
Chipmakers face higher cost pressure as packaging outpaces foundry price hikes
In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...
Friday 24 April 2026
Memory price surge reshapes global notebook competition in 2026
The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...
Friday 24 April 2026
STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027
STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics...
Friday 24 April 2026
Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

Liteon's startup platform LITEON+ held its 2026 Demo Day, marking its third year, with a focus on key technologies including edge AI, AI...