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TSMC's long-established supplier verification and management system is gradually becoming an industry standard, attracting major players worldwide. Samsung Electronics, Intel, Japan's Rapidus, China's Semiconductor Manufacturing International Corporation (SMIC), Hua Hong Semiconductor, Nexchip Semiconductor, and even Tesla CEO Elon Musk are actively engaging with Taiwan's semiconductor supply chain....

Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources, trial production for the foldable iPhone has begun, but the schedule for full-scale mass production remains subject to the company's final sign-off....

Artificial intelligence (AI) is moving beyond experimentation toward real-world deployment, as GITEX AI ASIA 2026 opened in Singapore, bringing together startups, investors, and enterprise leaders focused on scaling AI across industries....

Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive responsibilities in a bid to accelerate innovation and stay competitive in China's fast-moving AI race....

India-based Cyient Semiconductors' US$85 million majority investment in Kinetic Technologies could expand end-to-end power semiconductor design and production capabilities from India, offering global customers broader access to custom silicon, ASSP products, and enhanced engineering and manufacturing resources, and accelerate deployment of advanced power management solutions across computing and industrial markets worldwide....

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant growth in cooling product shipments related to artificial intelligence (AI) servers. This is expected to boost the share of AI-related cooling products in overall revenue quarter by quarter....

Corning marks its 175th anniversary in 2026, celebrating a long history of materials innovation that began with contributions to Thomas Edison's light bulb and later the optical fiber revolution. The company positions itself at the center of a new technological transformation driven by AI infrastructure needs....

In response to US semiconductor sanctions and to accelerate AI industry development, China is aggressively promoting localization in semiconductor manufacturing. While South Korean equipment makers initially viewed this as an opportunity to expand in the Chinese market, the gradual implementation of a "50% localization rule" is now beginning to impact orders. Rapid technological progress by Chinese equipment vendors is expected to further squeeze foreign suppliers' presence in China....

EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries continued to expand....

Semiconductor startup ChipX is moving to commercialize silicon photonics and high-voltage power chip technologies for artificial intelligence (AI) data centers, as it advances plans to build a wafer fabrication facility in Malaysia, executives said in an exclusive interview with DIGITIMES Asia during a visit to Taipei....

US efforts to localize lithium battery production are encountering a new challenge: a mismatch between supply and demand, driven by political shifts and changes to subsidy programs. Batteries originally intended for the electric vehicle (EV) market are now in surplus, prompting manufacturers to rapidly rethink their strategies to avoid leaving billions of dollars in investments idle....

China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential impact of the US-Iran conflict on helium supplies, is now confronting a more immediate threat: a looming shortage of tungsten hexafluoride (WF6). As Beijing's export controls on tungsten shipments to Japan grow increasingly restrictive, Korean chipmakers are finding it harder to secure one of the most essential gases in semiconductor manufacturing....

Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing demand for edge AI computing platforms. The company is actively preparing materials and ramping up production for the second half of 2026, maintaining an optimistic outlook for full-year 2026 growth....

Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high for a single month. Consolidated revenue for the first quarter of 2026 reached NT$40.97 billion, a 196% year-over-year increase, also marking a record high....

China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite its rapid expansion....

China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24 said CXMT had targeted a first-half 2026 IPO to fund capacity expansion of 60,000–70,000 wafers annually. With the listing paused, both capital deployment and expansion timelines are likely to be delayed....

After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to mark a turning point for the technology. Demand from corporate customers is rising particularly quickly, with Wi-Fi 7 orders projected to surpass Wi-Fi 6 for the first time this year. Still, a full-scale replacement cycle across the market may take another one to two years to complete....

Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle....

Samsung Electronics' foundry division has introduced a new temperature sensor intellectual property (IP) designed to address heat dissipation and area efficiency challenges in advanced 2nm process nodes. Industry experts view this move as Samsung's strategic effort to secure a technological edge over competitors....

MetaOptics' emphasis on 150nm direct-write semiconductor techniques could reshape global supply chains for advanced micro-optics, promising higher optical efficiency and a manufacturing edge over imprint methods that struggle below 200nm. The development may affect suppliers, device makers, and research collaborations worldwide that are seeking compact, high-performance imaging components, thereby accelerating commercialization timelines....