US polysilicon tariff exposes chip security's solar dependence
Aug 6, 2026, 2:00 am By DIGITIMES
The Trump administration is preparing to impose a 15% tariff and minimum import prices on…US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record
Aug 6, 2026, 1:55 am By Levi Li
The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new…Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap
Aug 6, 2026, 1:53 am By Scarlett Yu
Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet…Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Aug 6, 2026, 1:46 am By Scarlett Yu
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem…Analysis: SpaceX's first earnings call reveals the machinery behind its infrastructure empire
Aug 6, 2026, 1:30 am By DIGITIMES
SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the…Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
Aug 6, 2026, 12:32 am By Jingyue Hsiao
Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global…Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
Aug 6, 2026, 12:18 am By DIGITIMES
Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI…TSMC turns to OSATs for more CoW capacity as AI packaging bottleneck persists
Aug 6, 2026, 12:18 am By DIGITIMES
Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW)…Commentary: Why China's AI optical-module dominance is Washington's next target
Aug 5, 2026, 11:48 pm By Levi Li
The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into…China steps up EV battery and smart-driving inspections on five automakers
Aug 5, 2026, 11:39 pm By AI bot
China's Ministry of Industry and Information Technology launched surprise inspections in late July…India's ASIP Technologies makes FCBGA core of OSAT plan
Aug 5, 2026, 11:35 pm By DIGITIMES
ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array…AI orders give Soonest visibility into 2027
Aug 5, 2026, 11:20 pm By Lily Hess
Soonest Express said strong AI shipments and the traditional second-half peak are extending its…Chunghwa Precision Test posts record July revenue on AI chip demand
Aug 5, 2026, 11:00 pm By DIGITIMES
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and…Anthropic builds in-house chip design team, signaling AI firms' turn to custom silicon
Aug 5, 2026, 10:55 pm By DIGITIMES
Anthropic is building an in-house team to design custom chips for its Claude AI models, according to…Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out
Aug 5, 2026, 10:52 pm By Eifeh Strom
Nanya Technology's board of directors approved several resolutions on August 5, including a plan to…Syncmold boosts LEO satellite parts push as 2026 revenue slips
Aug 5, 2026, 10:50 pm By DIGITIMES
Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO)…Microsoft's OpenAI disclosure reveals an unshakable dependency
Aug 5, 2026, 10:34 pm By DIGITIMES
Microsoft Corp. has given the first clear accounting of its revenue from OpenAI: US$24.1 billion for…SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand
Aug 5, 2026, 10:24 pm By DIGITIMES
SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is…Machvision July revenue hits record as AI and PCB demand strengthens
Aug 5, 2026, 10:20 pm By DIGITIMES
Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a…Auras Technology sees July 2026 revenue more than double on liquid cooling demand
Aug 5, 2026, 10:20 pm By Eifeh Strom
Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier.…
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