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Latest news and trends for industry
24
Aug
Hotai and Nan Yang cut Taiwan auto market outlook as risks linger
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Posted by
jeff
Taiwan’s new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile international oil prices, tariff concerns and softer consumer sentiment in revising their outlook for the market.
24
Aug
YouTube offers funding to keep creators from streaming with Netflix
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Posted by
jeff
YouTube is preparing offers of millions of dollars in funding and brand revenue sharing to keep major creators from taking simultaneous streaming deals with Netflix, according to Bloomberg. The move comes as the two platforms compete more directly for top talent and audience attention in the US and beyond.
24
Aug
Xiaomi taps TSMC to make chips for foldables, AI and autonomous driving
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Posted by
jeff
Xiaomi is expanding its in-house semiconductor push from smartphones into AI acceleration and autonomous driving, unveiling three Xring processors that deepen its reliance on TSMC manufacturing while reducing dependence on external chip suppliers.
24
Aug
How Nvidia’s whitelist was beaten: 74 B300 servers, Taiwan to China
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Posted by
jeff
Taiwan’s Keelung District Prosecutors Office has indicted nine people over the illegal export of high-end AI servers built on Nvidia’s B300 GPUs. The indictment lays out, step by step, how a compliance regime designed to track every unit was defeated from the inside.
24
Aug
Etron chair sees memory boom extending to 2028-2030
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Posted by
jeff
The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector’s boom will stretch beyond 2027, with shortages likely lasting through 2028 and possibly into 2030. He said supply is tightening further as AI and edge computing create rigid demand, pushing the supply chain to focus on higher-value applications.
24
Aug
TPK TGV pilot line to start by September, Thailand plant eyes 2027 ramp
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Posted by
jeff
TPK Holding is accelerating its move from consumer touch panels into semiconductors, with its Through Glass Via (TGV) pilot line in Taoyuan, Taiwan set to begin operations in August or September. The company is also working with leading outsourced semiconductor assembly and test (OSAT) providers on the project, while its new Thailand production base aims to complete trial runs by year-end and begin volume production in early 2027.