TSMC commits JPY282 billion to Sony sensor JV as AI demand outruns Sony’s 40nm process
TSMC and Sony Semiconductor Solutions have signed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture in Koshi City, Kumamoto Prefecture, Japan, that will develop and volume-produce next-generation smartphone image sensors on advanced process technology. Volume production is slated to begin in 2029.
EOC turns profitable in 1H26 as optical communications demand rebounds
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B
Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short supply, and that order visibility now extends “beyond the end of 2026.” The company plans to continue investing in AI-related passive component capacity as demand from AI applications stays strong.
Taiwan telecom trio posts strong July on 5G, roaming, AI gains
Taiwan’s three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported strong July 2026 results, with revenue and profit supported by seasonal roaming demand, 5G upgrade plans and resilient handset sales. The operators said July marked a record period for several key metrics, while AI-related demand in enterprise and infrastructure businesses provided an additional growth driver.
Google readies Pixel 11 lineup, market breakthrough still under question
Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup expected to include the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold. As generative AI adoption accelerates and shortages and price increases hit key upstream smartphone components, investors and the market are closely watching how Google will use AI to boost sales and hardware momentum.
TSMC nears AI packaging demand after years of doubling capacity:’CoWoS guy’ Jun He
TSMC has been roughly doubling its CoWoS and SoIC capacity annually for the past several years, and is running CoWoS at better than 98% yield — sometimes 99% — on multiple AI customer products already in high-volume manufacturing. By Jun He’s account, that is finally almost enough.
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
SK Hynix becomes Kioxia’s largest shareholder as Toshiba trims stake
SK Hynix has emerged as Kioxia’s largest shareholder after Toshiba continued reducing its holding, a shift that could affect the balance of power in the global NAND flash market. The change matters beyond Japan and Korea because Kioxia’s ownership is closely tied to future supply, competition, and industry restructuring worldwide.
Taiwan’s AI server supply chain posts record July as growth spreads down the component tier
The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly filings in Taipei. Major Taiwanese companies across the AI server supply chain, including server assembly, cooling, power, networking, and testing, reported combined July revenue of NT$2.59 trillion (US$80.34 million), according to the filings.