Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced packaging demand.
Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will impact the industry. Aside from major US customers with stronger pricing power, the mass production and shipment schedules for new products such as smart glasses and artificial intelligence (AI) servers have been delayed, becoming one of the key variables affecting the company's operational transformation in 2026.
Pan Jit International and its subsidiary participated in Make NTU 2026, a 36-hour student hackathon hosted by the electrical engineering student association at National Taiwan University, and sponsored corporate awards focused on robotic gripper applications. The event, held in 2026, aimed to promote projects that combined artificial intelligence, sensing, smart control, and innovative design to explore smart robotics and related future technologies.
Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data centers and AI-related servers.
Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology, and semiconductor export controls at the center of the negotiation track.
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including AWS, Google, and Nvidia, while maintaining rapid growth in licensing revenue driven by rising demand for AI infrastructure.
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players are now moving from "capacity substitution" to "technological self-reliance" in what is shaping up to be a long-distance race.
A patent dispute between Infineon Technologies and China's Innoscience over gallium nitride (GaN) technology has escalated after the US International Trade Commission upheld a preliminary ruling finding that Innoscience had infringed one of Infineon's GaN-related patents.
As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry.
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