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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
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News
Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
16+ hour, 22+ min ago (112+ words) digitimes From assembly and test to intelligent manufacturing - Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek - Update: ABF substrate maker Unimicron searched in origin-labeling probe - Qualcomm's HBC play pulls Samsung and SK hynix into a new race beyond…...
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
14+ hour, 21+ 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…...
Aurotek posts record August revenue on semiconductor, robot shipments
15+ hour, 50+ min ago (110+ words) digitimes Aurotek posts record August revenue on semiconductor, robot shipments Keep me signed in - Track financials & stock data of Taiwan tech. - Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek - Update: ABF substrate maker Unimicron searched in origin-labeling probe…...
AI agents drive token use 300-600x, Dell Taiwan says
15+ hour, 52+ min ago (160+ words) Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence…...
Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
16+ hour, 22+ min ago (379+ words) digitimes Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects R&D teams from AUO (left) and Hauman Technologies (right). Credit: Hauman Technologies As AI-driven high-performance computing (HPC) and chip-to-chip optical interconnects continue to see rapid growth, Hauman Technologies,…...
Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
1+ day, 16+ 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…...
AI server exports to US slow; electronics parts jump 1.5 times in August
1+ day, 15+ hour ago (105+ words) digitimes AI server exports to US slow; electronics parts jump 1.5 times in August 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…...
Samsung, SK Hynix eye 2028 High-NA DRAM rollout
3+ day, 18+ hour ago (106+ words) digitimes Samsung, SK Hynix eye 2028 High-NA DRAM rollout ASML's TWINSCAN EXE:5200B High-NA EUV lithography system. Credit: ASML Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...
Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset
3+ day, 14+ hour ago (120+ words) digitimes Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...
AI server tracker: Taiwan's August filings say demand is still accelerating
3+ day, 14+ 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…...