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Friday 30 October 2026
Power shortages slow AI data-center builds as Delta expands HVDC, SOFC
Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict,...
Friday 30 October 2026
US Drone Dominance Program raises AI supply-chain stakes
As the US Drone Dominance Program (DDP) expands procurement, orders exceeding 10,000 units will generate significant economies of scale across the drone supply chain. The program's...
Friday 30 October 2026
Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level
Taiwan's semiconductor rise was built on a powerful division of labor: world-class IC design feeding increasingly advanced foundries, supported by packaging, testing, and an unusually...
Friday 30 October 2026
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
The Taiwan Semiconductor Industry Association (TSIA) expects its members' total output to exceed NT$9.1 trillion (US$279.5 billion) in 2026, a 40.9% year-over-year increase driven...
Thursday 29 October 2026
UMT reports 71% revenue growth as LEO satellite demand drives expansion
UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications...
Thursday 29 October 2026
Delayed Taiwan drone tenders hit Coretronic unit as it partners with US firm Aevex
Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Group, is partnering with US drone maker Aevex Aerospace to pursue Taiwan government tenders and opportunities...
Thursday 29 October 2026
Kuen Tong debuts on TPEx Emerging Board, riding LEO satellite and AI cooling dual engines
Taiwan's Kuen Tong Technology, a high-end precision metal components maker and major supplier to a US low-Earth orbit (LEO) satellite operator, is set to list on the Taipei Exchange's...
Thursday 29 October 2026
Memory surge leaves CPI stable, hits consumer electronics hardest
Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that...
Thursday 29 October 2026
Taiwan central bank head deems AI bubble crash scenario extreme
Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting...
Thursday 29 October 2026
AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...
Thursday 29 October 2026
AerosoarX skips the mega-factory to take on global drone makers
AerosoarX founder Max Lo has returned to Taiwan's drone industry with a distributed manufacturing strategy to link local suppliers with democratic allies. As global orders grow, the...
Thursday 29 October 2026
SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs
SpaceX is expanding its AI computing infrastructure to meet rising demand for AI applications, securing US$40 billion in financing commitments for GPUs and equipment. The surge in...
Thursday 29 October 2026
AerosoarX seeks to reshape Taiwan's drone industry through allied defense networks
Max Lo, founder of GEOSAT Aerospace & Technology, has launched AerosoarX to shift Taiwan's drone sector from standalone manufacturing toward international defense-system integration...
Thursday 29 October 2026
Taiwan plans carbon fee-ETS dual approach to tackle emissions
Taiwan's carbon pricing system is entering a new phase after collecting its first carbon fees in 2026 from 240 companies and 461 factories, generating approximately NT$4.97 billion...
Thursday 29 October 2026
Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027
2026 will be a breakout year for Taiwan's economic growth, with GDP expanding at a double-digit rate—more than twice China's growth rate, according to a consensus among economic...