07
Apr
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.
07
Apr
MSScorps targets CPO demand with in-house silicon photonics test platform
MSScorps has expanded its silicon photonics (SiPh) testing capabilities in recent years and will debut its in-house “MSS HG” platform at the Electronic Production Equipment Exhibition on April 8.
07
Apr
MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC
Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the supply chain. Recently, reports emerged that major Chinese smartphone brands are scaling back purchases of processors, forcing MediaTek and Qualcomm to reduce their subsequent orders with TSMC, with estimated cuts of 10-15% in wafer starts on 4/3nm processes.
07
Apr
Innodisk revenue jumps 4x in March, first-quarter hits record
Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month and 484.8% year-over-year. First-quarter revenue reached NT$13.18 billion, also a record high.
07
Apr
US PIPIR advances drone-missile strategy, integrating Taiwan into ‘non-China’ defense supply chains in Indo-Pacific
Amid sustained Middle East tensions, the US is redirecting strategic attention to the Indo-Pacific region, advancing a defense industrial network among first island chain partners. Through the Partnership for Indo-Pacific Industrial Resilience (PIPIR), Washington is spearheading a shift toward localized production and allied coordination to effectively decouple regional defense networks from Chinese supply chains.
06
Apr
Smartphone order cuts hit IC design as recovery pushes to 2027
Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board chip price hikes, making it unclear whether the initial round of handset price increases seen in early 2026 will be the only one.
06
Apr
Out of this world: Taiwan’s supply chain sets sights on orbital data centers
The surge of generative artificial intelligence is reshaping not only computing power but also the very geography of data centers, extending their reach beyond Earth’s atmosphere. In recent years, SpaceX has steadily expanded its low-Earth orbit satellite deployments and submitted a new round of satellite plans to the Federal Communications Commission (FCC).
06
Apr
China 2.5D packaging demand surges, supporting Korean backend equipment growth
China’s semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors. Demand for advanced packaging tools is running ahead of expectations, with high-bandwidth memory (HBM) and 2.5D packaging advancing in tandem as central pillars of future growth. At the same time, Beijing’s push for supply chain localization is reshaping competitive dynamics and limiting foreign access.
06
Apr
India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs
India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem, approving new component projects, supporting local display and chip manufacturing, and tightening market access for Chinese products, as rising investments, policy incentives, and global partnerships position the country as an emerging hub in the global supply chain.
06
Apr