Chinese display suppliers are expanding into South Korea’s automotive supply chain as competition shifts beyond televisions and smartphones toward software-defined vehicles, where cockpit displays are becoming a defining part of the user experience.
When the agenda for this year’s OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest, and ASE are sharing the stage with Microsoft, Nvidia, and Google.
The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI), as its 13th chairman during the association’s first board meeting of its new term on July 30.
For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings of seven companies say the constraint has moved. It is now about who sets the price — and on that question the past five quarters have already taught a lesson from which most readers drew the wrong conclusion.
Powerchip Semiconductor Manufacturing Corp. (PSMC, TWSE: 6770) said in a material-information filing on July 31 that its chairman, Frank Huang, died peacefully in his sleep at his home around midday that day of cardiopulmonary failure. He was 76.
Driven by robust AI-related demand for advanced packaging and testing, ASE Technology Holding has raised its 2026 capital expenditure budget for a second time this year to a record US$10.5 billion, up from its original plan of US$8.5 billion.
As geopolitical tensions in the Middle East continue to intensify, shifting export conditions and a broader realignment of supply from Qatar to the United States are reshaping global access to one of semiconductor manufacturing’s most fundamental materials: helium.
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