Semiconductor News & Analysis Feed
89 articles
2026-07-10
digitimes.com
2026-07-10
A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.
2026-07-09
digitimes.com
2026-07-09
Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.
2026-07-08
digitimes.com
2026-07-08
Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.
2026-07-07
www.taipeitimes.com
2026-07-07
Taipei Times
Asian technology stocks slumped after a report that Nvidia Corp’s next-generation artificial intelligence (AI) server rack system has been delayed by more than a year due to manufacturing difficulties.
Research firm SemiAnalysis said in a social media post that Nvidia’s Kyber NVL144 hit setbacks in the construction of printed circuit boards (PCBs) for the platform.
“Our road map is intact,” an N
2026-07-06
news.google.com
2026-07-06
Taipei Times
2026-07-06
news.google.com
2026-07-06
Taipei Times
2026-07-03
www.taipeitimes.com
2026-07-03
Taipei Times
The US is unlikely to match Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) production capacity in Taiwan despite the chipmaker’s expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday.
TSMC has already announced plans for a total of 16 fabrication plants and advanced chip-on-wafer-on-substrate packaging facilities in Taiwan, Kung said before a ministry meeting
2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-24
www.taipeitimes.com
2026-06-24
Taipei Times
A cross-party delegation led by Legislative Speaker Han Kuo-yu (韓國瑜) on Monday visited contract chipmaker Taiwan Semiconductor Manufacturing Co’s (TSMC) campus in Arizona, the Legislative Yuan said yesterday.
The delegation met with TSMC Arizona CEO Ray Chuang (莊瑞萍) to discuss the chipmaker’s investment in Phoenix, the legislature said in a statement.
Han, Chuang and the TSMC subsidiary’s manage
2026-06-23
www.taipeitimes.com
2026-06-23
Taipei Times
Shares in Taiwan closed at a new high, soaring more than 1,200 points yesterday, as contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) broke closing records amid optimism over global artificial intelligence (AI) development, dealers said.
The TAIEX ended up 2.75 percent at 47,741.51 with turnover of NT$1.44 trillion (US$45.5 billion).
“Investors took their cue from a rally amon
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGM:AIP
Arteris (AIP) Is Up 7.6% After Highlighting AI Chiplet Role And Rising Institutional Ownership
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, Arteris highlighted its role as a key provider of network-on-chip interconnect IP for increasingly complex AI-focused semiconductors and automotive systems, underlining how its technolog
2026-06-20
www.taipeitimes.com
2026-06-20
Taipei Times
US Secretary of Commerce Howard Lutnick in a series of recent meetings outlined concerns to Dutch chip-equipment giant ASML Holding NV’s senior leaders that one of its top-of-the-line machines might have made its way into China, in violation of US-led export restrictions.
In the meetings, Lutnick expressed concern to ASML executives over the company’s extreme ultraviolet lithography (EUV) machine
2026-06-17
www.taipeitimes.com
2026-06-17
Taipei Times
Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) American depositary receipts (ADRs) rose over 4 percent in the US overnight, but its spot in the global market capitalization rankings fell one notch to No. 7, according to data released by companiesmarketcap.
The data showed shares in aerospace firm Space Exploration Technologies Corp (SpaceX) jumped almost 20 percent to overtake TSMC for sixth
2026-06-16
www.taipeitimes.com
2026-06-16
Taipei Times
A partnership between National Yang Ming Chiao Tung University and Taiwan Semiconductor Manufacturing Co (TSMC) offers semiconductor-focused summer courses to 760 students.
The program would allow students to spend two months gaining exposure to core semiconductor knowledge and technologies in preparation for further study or entry into the industry, the university said.
Course registration is t
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
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2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
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2026-06-11
www.taipeitimes.com
2026-06-11
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported record revenue of NT$416.975 billion (US$13.17 billion) for last month, putting the world’s largest contract chipmaker on track to set a record for quarterly revenue.
Last month’s figure surpassed March’s record NT$415.19 billion and represented increases of 1.5 percent from April and 30.1 percent from a year earlier.
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