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Titre
10/12 - 17h17
Planet Technology maintains margins despite rising memory costs
Trump greenlights Nvidia's H200 for China, reshaping AI arms race
Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26
TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Tesla restarts solar leasing business, opening opportunities for Taiwanese firms
09/12 - 09h17
YMTC sues US govt to overturn Chinese military-company designation
China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
Samsung's Exynos 2600 debut in Galaxy S26 may be Korea-only
Walsin, NKT launch Taiwan's first submarine cable plant, closing final gap in offshore wind ecosystem
09/12 - 07h17
Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push
UMC licenses Imec SiPh tech, plans risk production in 2026-27
Meta VP: AI will transform, not extinguish, job roles in advertising and beyond
IRIS Optronics debuts full-color electronic paper on Japanese utility poles
09/12 - 05h17
Trend Micro sees high AI cybersecurity interest but limited orders
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
China GPU makers flood capital markets as AI chip race escalates
Russia falls behind US and China in AI race amid sanctions, brain drain
Samsung's HBM4 edge fuels foundry recovery
Apple Silicon chief stays amid wave of leadership departures
Apple demand spurs Jahwa's move to expand actuator production
SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung
SK Hynix pivots to general-purpose DRAM with tenfold 1c capacity surge
Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
China's AI chip race nears US$275bn; Cambricon, Hygon lead the field
OpenAI introduces confession mechanism to enhance transparency in large language models
Topco Scientific to showcase key semiconductor materials and equipment at SEMICON Japan
Commentary: Are East Asia tensions a threat to supply chains?
Navitas, Cyient Semiconductors partner to develop GaN ecosystem in India
South Korea AI startups face 56% survival rate, heavily reliant on government funding
SK Hynix secures 39 patents in China to strengthen memory and neuromorphic chip design
Japan's Cica-Huntek joins TSMC supply chain
Silver shockwaves push tech suppliers to renegotiate and retrench
Apple Silicon leader Johny Srouji contemplates exit amid executive exodus
09/12 - 03h17
Samsung moves to narrow gap with TSMC as silicon photonics race heats up
Taiwan drone giant pursues US$1 billion Pentagon drone contract
Moore Threads CEO leverages Nvidia legacy to challenge GPU giant
Taiwan FPC makers seek AI growth in wearables, high-speed transmission, and robotics
Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027
CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7
South Korea maps multi-layered EV strategy to secure production, revitalize supply chain, and boost tech edge
South Korea signs MoU with Arm Holdings to establish 'Arm School' for IC design education
Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies
Analysis: Why isn't Huawei trying to win the tech war?
Catcher eyes cautious 1H26 amid memory and chip supply tightness
IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee
China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era
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