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17 May

Galatek targets advanced packaging market, eyes Taiwan foundries

May 17, 2026
By jeff

Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing (HPC) chips surges across Southeast Asia and global markets. The company is also pursuing a dual-track expansion spanning Southeast Asia and Taiwan.

16 May

Latest News and Trends

China’s memory push accelerates as YMTC and CXMT expand DRAM ambitions

May 16, 2026
By jeff

China’s memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.

16 May

Latest News and Trends

AI server tracker: Rising server demand leads to high revenue growth for rail kit makers

May 16, 2026
By jeff

Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record rising annual revenues, with some exceptions. Rail kit makers in particular have posted strong annual growth as AI servers claim a larger share of their business.

16 May

Latest News and Trends

Taiwan semiconductor materials, April 2026— One sector, two races

May 16, 2026
By jeff

Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.

16 May

Latest News and Trends

Column: Orbit are now battlefields—how the world’s powers are militarizing space

May 16, 2026
By jeff

In April 2024, the People’s Liberation Army (PLA) executed one of the most significant overhauls of its military architecture in decades. The former Strategic Support Force was disbanded and reorganized into three distinct branches: the Military Aerospace Force, the Cyberspace Force, and the Information Support Force. Together with the existing Joint Logistics Support Force, these constitute a new four-branch support structure — one designed not merely to support terrestrial warfare, but to dominate the space domain itself.

16 May

Latest News and Trends

One-person companies may upend small businesses in AI shift, adviser says

May 16, 2026
By jeff

Lee-Feng Chien, innovation economy adviser to the Executive Yuan’s Economic Development Commission, said at an AI forum on May 14 that artificial intelligence is bringing revolutionary changes to the global economy, from drug development to architectural design.

16 May

Latest News and Trends

Commentary: The Thucydides trap and TSMC’s COUPE

May 16, 2026
By jeff

On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.

15 May

Latest News and Trends

Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

May 15, 2026
By jeff

CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%.

15 May

Latest News and Trends

China keeps tight InP export controls despite Trump-Xi talks

May 15, 2026
By jeff

As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China’s restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing’s effort to counter US-led AI development.

15 May

Latest News and Trends

TTI targets global ADC market with upstream next-gen linker and payload platforms

May 15, 2026
By jeff

Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed at overcoming long-standing barriers in targeted cancer therapies. Ahead of its listing on the Taipei Exchange’s Emerging Stock Board on May 20, the company says its integrated linker and payload technologies could help international drugmakers develop safer, more effective, and commercially scalable ADC treatments.

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