The AI boom is driving significant demand for semiconductors, impacting foundries, packaging, and material supply chains. Taiwanese companies are playing a key role in meeting this demand, but there are also concerns about supply chain bottlenecks and rising costs.
Despite a traditionally slower period, Taiwanese companies specializing in OSAT (Outsourced Semiconductor Assembly and Test) services have reported double-digit annual growth. This highlights the sector's resilience and strong demand for semiconducto...
Geopolitical tensions between the US and China are reshaping the global IC design landscape. Taiwanese companies are emerging as strategic partners, offering a reliable and technologically advanced alternative, crucial for Europe and other markets.
Samsung and Nexchip are increasing foundry service prices due to rising material costs. This trend could significantly impact electronics production costs.
Jensen Huang addresses fears of a potential bubble in the artificial intelligence sector during GTC 2026. Nvidia unveils its next-generation chips, solidifying its market position. The event transforms downtown San Jose into an AI campus.
Micron has completed the acquisition of the Tongluo P5 site, previously owned by PSMC, located in Taiwan. This strategic move expands Micron's production capabilities in a key semiconductor market.
Taiwanese manufacturer Wistron anticipates revenue growth, driven by increasing demand for AI servers. Gross margins decreased due to changes in the product mix, particularly for shipments of rack-related products.
Demand for AI servers continues to support revenues for Taiwanese foundries and manufacturers, despite a seasonal dip. Growth is driven by the need for infrastructure for training and inference of artificial intelligence models.
The increasing demand for AI servers is driving a surge in demand for specific components such as PCBs (Printed Circuit Boards), CCLs (Copper Clad Laminates), and advanced interconnect solutions. This trend presents new opportunities for suppliers of...
Printed circuit board manufacturer Zhen Ding anticipates that AI-related products will account for nearly 70% of its revenue. The company has announced a capital expenditure plan of NT$100 billion over the next two years to support this growth.
Tensions in the Middle East create new challenges for the PCB (Printed Circuit Board) supply chain, a fundamental component for electronics. The article analyzes the potential repercussions on the global market, already strained by other crises.
Wah Lee anticipates record revenue in the first half of 2026, driven by strong demand for AI server components and growth in CCL (Copper Clad Laminate) substrates. The company benefits from the expanding AI server market and the increasing need for a...
The semiconductor foundry sector has reached a record global revenue of US$169.5 billion thanks to strong demand for AI chips. However, signs of potential slowdowns are emerging from 2026 onwards, which could impact the future growth of the market.
Taiwan's Southern Taiwan Science Park (STSP) is projected to approach NT$3 trillion in revenue by 2025. This figure underscores the growing importance of the science park to the Taiwanese economy, particularly in advanced technology sectors. The incr...
According to DIGITIMES, the AI server market is supported by revenues from testing, design services, and rail kit supplies. These elements represent a key indicator of demand and evolution in the sector.
The delay in the production of Tesla's artificial intelligence chips has forced the South Korean startup DeepX to revise its development plans, postponing its planned roadmap for its NPUs (Neural Processing Units) by about six months. The company aim...
Peter Sarlin, after selling his AI startup to AMD for $665 million, is launching QuTwo. The new company focuses on building the infrastructure needed for enterprises in the future of quantum computing.
The doubling of raw material costs is raising concerns in the semiconductor supply chain, particularly for compound materials. The situation is putting pressure on manufacturers and could have repercussions on the final prices of devices.
Rising geopolitical tensions in the Middle East, coupled with strong demand for artificial intelligence solutions, are putting significant pressure on costs and shifting supply chain risks to end customers. The situation requires a reassessment of pr...
Lite-On Technology president Anson Chiu anticipates sustained demand for AI infrastructure over the next 18 months. This forecast underscores the continued growth and importance of investments in the AI sector.
Taiwanese chipmakers are preparing to compete in the drone sector, showcasing their solutions at Embedded World 2026. The initiative aims to leverage the growing opportunities in the unmanned aerial vehicle market, with applications ranging from surv...
GlobalFoundries' CEO visited Taiwan, focusing on securing wafer supply agreements. The primary objective doesn't appear to be acquiring United Microelectronics Corporation (UMC), but rather strengthening the supply chain.
China announces mass production of T1200 carbon fiber, a high-performance material with potential applications in the semiconductor and robotics sectors. This development could reduce reliance on foreign suppliers and accelerate domestic technologica...
China National Building Material's new T1200 carbon fiber material promises to redefine standards in high-tech sectors such as aerospace, advanced robotics, and manufacturing, thanks to superior mechanical properties. The implications extend to the p...
Samsung aims to use a 2nm manufacturing process for the base dies of HBM4E memories. This strategic move aims to improve the performance and efficiency of chips intended for artificial intelligence applications, particularly in edge contexts where co...
Taiwanese manufacturer Flexium anticipates significant revenue growth from AI servers and smart glasses by 2026. The company aims to diversify its business, riding the wave of increasing demand for hardware solutions for AI workloads and advanced wea...
According to TPCA estimates, Taiwan's printed circuit board (PCB) production will reach $43 billion in 2025. This figure underscores Taiwan's continued importance in the electronic component manufacturing sector.
The shutdown of helium facilities in Qatar, representing 30% of global supply, forces SK Hynix to diversify its supply chain. Helium is crucial in semiconductor manufacturing, and its shortage directly impacts chip manufacturers.
Taiwan's integrated circuit (IC) designers are moving towards delivering rack-level AI solutions. This trend reflects a growing demand for on-premise AI computing capabilities, especially for applications requiring low latency and high data sovereign...
Tensions in the Middle East could impact the supply of helium, an essential gas for semiconductor manufacturing in South Korea. Reliance on foreign suppliers makes the chip industry vulnerable.
Semco has been identified as a supplier of ABF (Ajinomoto Build-up Film) substrates for Tesla's artificial intelligence chips. The production of these chips is carried out through Samsung's foundries.
UMC and HyperLight are collaborating to mass-produce 8-inch TFLN (Thin-Film Lithium Niobate) photonics chiplets. These components are intended for AI data centers, promising improvements in data communication performance and energy efficiency. HyperL...
AMD CEO Lisa Su is reportedly planning a trip to South Korea to discuss potential collaborations with Samsung and Naver. The visit coincides with Nvidia's GTC, a key event for the artificial intelligence and accelerated computing industry.
ASE's Tien Wu highlights how Taiwan is leveraging its strong hardware foundation to address the increasing competition in the semiconductor sector, particularly in the context of the rivalry between the United States and China. The island aims to con...
Chinese semiconductor manufacturer SMIC is flagging potential supply bottlenecks for memory and BCD (Bipolar-CMOS-DMOS) chips. The situation could impact various sectors, from consumer electronics to automotive.
According to ASE, global semiconductor output is growing and expected to surpass one trillion dollars. The article highlights key trends in the sector, focusing on increasing demand and supply chain challenges.
Compound semiconductors are emerging as essential components in modern air defense radar systems. Their importance was highlighted during recent conflicts, underlining the key role of these materials in advanced military applications.
The increasing demand for artificial intelligence applications is causing strain in the supply chain for high-end multi-layer ceramic capacitors (MLCCs). Nichidenbo anticipates a limited impact from the US-Iran situation on tantalum capacitors.
Taiwan is preparing for a massive presence at Embedded World 2026, aiming to capitalize on the demand for diversified production chains. The initiative aims to strengthen the island's position as a reliable technology hub, in a context of increasing ...
Broadcom has announced the Taurus BCM83640, a new 3nm optical digital signal processor (DSP) designed for next-generation AI networks. This 400G per lane PAM4 chip promises to improve the density and speed of communications in artificial intelligence...
Advanced Semiconductor Engineering (ASE) has broken ground on a new site in Southern Taiwan dedicated to advanced packaging for artificial intelligence applications. Completion is scheduled for the second quarter of 2028. The investment aims to meet ...
Japan has announced a strategic investment plan focused on artificial intelligence, quantum computing, and semiconductors. The initiative aims to strengthen the country's position in key technological sectors for the future.
Nvidia is reportedly evaluating Samsung's HBM4 packaging capabilities for its future Rubin GPUs. This assessment is crucial to ensure that the next generation of high-performance GPUs can fully leverage advanced HBM memory, which is essential for art...
Oracle reports that its AI infrastructure projects are generating profits, with expectations of improved margins as deployed capacity becomes operational. The company is focusing on the increasing demand for computational resources for AI workloads.
According to DIGITIMES, Nvidia is streamlining its supply chain for PCBs (Printed Circuit Boards) used in the CoWoP (Chip-on-Wafer-on-Substrate) advanced packaging process. The company will focus on three main partners to address increasing demand an...
A DIGITIMES analysis reveals how Taiwan is intentionally building semiconductor factories with excess capacity. This seemingly paradoxical strategy aims to consolidate its dominant position in the chip industry and protect the national technology sup...
According to DIGITIMES, Taiwan Semiconductor Manufacturing Company (TSMC) anticipates revenue growth in February 2026, driven by strong demand for artificial intelligence solutions. This is despite an expected seasonal dip typical of the period. TSMC...
The Samsung Electronics labor union has announced an 18-day strike, raising concerns about the supply chain of HBM (High Bandwidth Memory), which is crucial for GPUs used in artificial intelligence. The strike could impact production and deliveries.
Shortages of crucial chip packaging material threatens the AI accelerator supply chain. Nittobo's Fukushima plant is tripling capacity, but it will take years before the market stabilizes. This could impact the availability of solutions like Nvidia R...
