Intel, AMD warn of extended server CPU delays in China
Fri 2:30am By DIGITIMES
Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel…The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy
Fri 1:40am By DIGITIMES
TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production,…YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
Feb 5, 2026, 10:53 pm By Levi Li
China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered…Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
Feb 5, 2026, 10:52 pm By Charlene Chen
TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an…AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
Feb 5, 2026, 10:49 pm By Levi Li
The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is…ASE expects advanced packaging and testing revenue to double in 2026
Feb 5, 2026, 10:48 pm By Emily Kuo
OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026…OpenAI facing growing pressure as rivals level up, profitability remains elusive
Feb 5, 2026, 9:43 pm By DIGITIMES
OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI…CSPs turn to custom silicon to break Nvidia dependence
Feb 5, 2026, 9:39 pm By Elaine Chen
The global boom in generative artificial intelligence is driving an insatiable demand for computing…Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
Feb 5, 2026, 9:33 pm By Sherri Wang
Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their…Largan posts 11% yearly revenue gain despite seasonal slowdown
Feb 5, 2026, 9:32 pm By Elaine Chen
Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of…ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
Feb 5, 2026, 8:55 pm By Eifeh Strom
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its…Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
Feb 5, 2026, 8:51 pm By Levi Li
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in…Wistron posts strongest January on AI server growth
Feb 5, 2026, 8:24 pm By Jingyue Hsiao
Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026,…Foxconn sees 35% revenue increase in January on AI server demand
Feb 5, 2026, 8:17 pm By Eifeh Strom
Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for…Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Feb 5, 2026, 8:11 pm By DIGITIMES
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects…Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Feb 5, 2026, 8:09 pm By DIGITIMES
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its…Google's efficiency breakthrough shows search thriving, not dying, from AI
Feb 5, 2026, 7:00 pm By DIGITIMES
Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future:…Nittobo targets 2028 launch for next-generation glass fiber cloth
Feb 5, 2026, 7:00 pm By Emily Kuo
Nitto Boseki (Nittobo), which currently holds around 90% market share in the semiconductor materials…Ventec sees surge in aerospace orders, posts strongest revenue in two years
Feb 5, 2026, 7:00 pm By Elaine Chen
Ventec, a specialized manufacturer of copper-clad laminates (CCL), reported that consolidated…Singapore plans National Space Agency to tap emerging space markets
Feb 5, 2026, 7:00 pm By DIGITIMES
Singapore announced that it will establish a National Space Agency of Singapore (NSAS) on April 1, a…
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