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Latest news and trends for industry
11
Apr
2026 Samsung The Frame Pro LS03HW series is launched in the U.S. with Glare-Free Neo QLED and VAC
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Posted by
jeff
11
Apr
Analysis: Taiwan’s AI supply chain posts strong March revenues, signaling the buildout is still accelerating
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Posted by
jeff
Taiwan’s listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February’s Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing.
11
Apr
Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
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Posted by
jeff
Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand.
11
Apr
Taiwan chip distributors report record quarter on AI boom
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Posted by
jeff
Taiwan’s two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence infrastructure is rippling through the global chip supply chain.
11
Apr
BenQ Materials expands into semiconductor processes, targets advanced nodes
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Posted by
jeff
BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers and begun shipments to wafer fabs. It is also developing wafer grinding tapes and UV debonding tapes, which are currently under customer validation and could begin shipping as early as the end of 2026.
10
Apr
AI spending shifts to edge inference as GITEX Asia spotlights monetization push
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Posted by
jeff
GITEX Asia 2026 wrapped up in Singapore with a clear shift in industry priorities, as artificial intelligence (AI) spending moves from infrastructure buildout toward monetization, with inference and edge deployment emerging as the next battleground.