Taiwan semiconductor output targets NT$8 trillion

As Semicon Taiwan kicked off at the Taipei Nangang Exhibition Center, the Ministry of Economic Affairs (MOEA) announced that, based on forecasts compiled from multiple research institutions, Taiwan’s semiconductor industry output could top NT$8 trillion (approx. US$252.6 billion) in 2026. Advanced equipment and materials, historically local industry weak points, are also making remarkable gains, with domestic equipment output projected to reach NT$270 billion (US$8.5 billion).

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Google TPU splits training, inference as CPU becomes next focus

As AI model training, inference, and AI agent workloads continue to grow, AI accelerators are increasingly being optimized for different tasks. Amin Vahdat, Google’s senior vice president and chief technologist for AI and infrastructure, said at SEMICON Taiwan 2026 that if a specific workload reaches sufficient scale and investment in custom chips is economically viable, Google could develop additional dedicated chips for different computing needs.

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SiPh, optical lens demand ignite laser race

Silicon photonics (SiPh) is emerging as a core theme at SEMICON Taiwan 2026, and while the sector is still in an early, fast-growing stage, production-line investments are already under way. As optical makers move into co-packaged optics (CPO), the source and capability of laser equipment are becoming critical to whether they can secure market share.

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Samsung SDI nears solid-state battery mass production, eyes China supply chain

Reports that Samsung SDI’s procurement team recently visited the Chinese production facilities of battery material maker Tinci Materials have drawn significant attention within China’s industry. As Samsung SDI prepares to initiate mass production of all-solid-state batteries in the second half of 2027, its supply chain strategy and upcoming moves are rapidly becoming a major focal point in the Chinese market.

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Taiwan satellite ground equipment output grows 13%, nears NT$300B

Taiwan’s satellite ground equipment industry posted 13% year-over-year growth in 2025 as local firms push deeper into the low-Earth orbit satellite supply chain, with industry output reaching NT$277.1 billion (approx. US$8.74 billion) and the market edging toward NT$300 billion in the next few years. Companies including Auden Techno, Compal Electronics, Rapidtek, and Arcadyan Technology are accelerating commercialization efforts.

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