29
Apr
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost reduction, breaking international monopolies, and the ability to respond rapidly to disruptions, TSMC has taken multiple actions to nurture local suppliers. Notably, TSMC has played a critical role as a “supply chain stabilizer,” stepping in during key moments.
29
Apr
BYD reports steep drop in profit despite global expansion
BYD, China’s largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market volatility weighed on earnings even as the company continued to expand overseas.
29
Apr
Automotive and networking chips move directly to 2nm as AI demand tightens capacity
Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity.
29
Apr
Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia, Qualcomm, and Tesla adopt LPDDR in next-generation processors, according to Chosun Biz.
29
Apr
US escalates chip war, targets Hua Hong’s 7nm ambitions just ahead of Trump-Xi Summit
The US Department of Commerce (DOC) has reportedly issued “is-informed” letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China’s second-largest foundry.
29
Apr
UMT identifies UK partner linked to Starlink supply chain
Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, has disclosed a previously unnamed European customer supplying high-power amplifiers for SpaceX, underscoring the growing role of Taiwan’s supply chain in the global race to build low-Earth orbit (LEO) satellite networks.
28
Apr
China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
Government policies drive China’s chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.
28
Apr
Nvidia signs record Bengaluru office lease as India AI push accelerates
Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space, located at Bagmane Capital’s Memphis South Tower in Mahadevpura, spans 12 floors and will serve as a major hub for the company’s expanding artificial intelligence (AI) and engineering operations.
28
Apr
Nanya breaks into Nvidia’s AI memory ecosystem with LPDDR
Nvidia’s next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology has secured a supply chain position through LPDDR products, supported by an advanced packaging collaboration with TSMC. The move marks the first entry by a Taiwanese memory maker into Nvidia’s AI server primary memory ecosystem.
28
Apr
Acer’s 50th anniversary focuses on talent cultivation in Taiwan
Acer is celebrating its 50th anniversary, having started in 1976 with a total capital of NT$1 million (US$31,800 in today’s value). As of April 27, 2026, the broader Acer Group family includes 43 publicly listed companies. Founder Stan Shih emphasized that Acer’s greatest contribution lies in nurturing talent for Taiwan, which he said has created intangible and long-lasting value.