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["[\"A platform bridging customers and suppliers - Trump's 32% tariff on Taiwan exempts chips but hits key tech exports - TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds - TSMC hikes 4nm pricing; US clients scramble under tariff pressure - GlobalFoundries-UMC merger could pre
- 554articles · 30d
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- Aug 15, 2026earliest in window
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News
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
6+ hour, 31+ min ago (186+ words) Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than…...
Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
1+ day, 8+ hour ago (154+ words) Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems, power delivery infrastructure, liquid-cooling equipment, and related peripherals, positioning the company to meet next-generation AI…...
TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth
3+ day, 7+ hour ago (114+ words) digitimes TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door…...
AI server tracker: Taiwan's August filings say demand is still accelerating
3+ day, 6+ hour ago (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...
MicroIP lands NT$630 million AI smart-building contract in northern Taiwan
3+ day, 23+ hour ago (111+ words) digitimes MicroIP lands NT$630 million AI smart-building contract in northern Taiwan Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door to…...
Samsung SDS broadens AI push from software to factory robots
4+ day, 4+ hour ago (114+ words) digitimes Samsung SDS broadens AI push from software to factory robots Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS…...
Taiwan hardware strength meets open-source gap
4+ day, 7+ hour ago (107+ words) digitimes Taiwan hardware strength meets open-source gap Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS material risks while cutting…...
Taiwan startup ecosystem index jumps as angel fund expands
4+ day, 8+ hour ago (114+ words) digitimes Taiwan startup ecosystem index jumps as angel fund expands Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS material…...
Enterprise AI spending gives Taiwan's Systex a new growth wing
4+ day, 23+ hour ago (109+ words) digitimes Enterprise AI spending gives Taiwan's Systex a new growth wing Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS…...
Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
5+ day, 6+ hour ago (118+ words) digitimes Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC…...