Subject


Emerging Technologies


2026-05-18

[News] TSMC Targets 2H26 COUPE on Substrate; NVIDIA Could Eye Long-Term Substrate Deals Amid CPO Push

As demand for high-speed transmission in AI data centers surges, TSMC is further advancing its co-packaged optics (CPO) roadmap. According to Commercial Times, TSMC recently disclosed that its “COUPE on Substrate” solution is expected to enter mass production in the second half of 2026. By exten...

2026-05-14

[News] Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production

Foxconn, a key server supplier to NVIDIA and major assembler for Apple, reported a strong first quarter, posting net profit of NT$49.919 billion and record sales of NT$2.12 trillion, with EPS rising 17% year on year to NT$3.56 and gross margin improving to 6.18%, according to its press release. C...

2026-05-14

[News] TSMC Sees AI Wafer Demand Rising 11x From 2022–2026, Targets CoWoS With 24 HBM Stacks in 2029

TSMC held its Taiwan Technology Symposium today. According to Reuters, the company said that demand for AI accelerator wafers is projected to grow 11-fold between 2022 and 2026. TSMC also raised its forecast for the global semiconductor market, now expecting it to exceed US$1.5 trillion by 2030, up ...

2026-05-12

[News] TI Reportedly Raises Power Component Prices 5–15% in July; De-China Shift Fuels Upcycle Momentum

As demand rebounds and customers rebuild orders following pandemic-era inventory corrections, automotive and industrial chip markets are regaining momentum, with Texas Instruments emerging as one of the key beneficiaries. As previously reported by Sina, TI has notified customers of a price hike effe...

2026-05-12

[Sponsored Content] From Single-Task to Multi-Functional: Advantech Empowers ADATA in Developing Multi-Robot Collaborative AI AMRs

In recent years, ADATA Technology, which started in memory and storage, has undergone a magnificent transformation from "data storage" to "physical computing." Driven by the vision of Founder and Chairman Simon Chen, ADATA has aggressively developed AI edge computing and smart mobility technologies,...

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