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2026-04-23

[News] AI Ignites Global VC and Startup Boom: Energy and AI Emerge as Dual Engines for Propelling Taiwan’s Innovations

Fueled by the generative AI (GenAI) boom, global VC has emerged from the shadow of the 2021 bubble burst, with worldwide funding now overwhelmingly concentrated on AI startups. This concentration of capital has reached a fever pitch, driven by technological breakthroughs in multimodal AI, agentic AI...

2026-04-23

[News] SK hynix Reports 5x 1Q26 Profit Surge; Operating Margin Hits 72%, Outpacing TSMC and Micron

SK hynix delivered yet another record-setting quarter, as tightening supply sent DRAM and NAND prices sharply higher. The company reported a striking 72% operating margin for 1Q26, according to its press release—outpacing global peers such as Micron (67.6%) and TSMC (58%), as highlighted by ZDNet....

2026-04-23

[News] Yuanjie’s Share Price Surpasses Kweichow Moutai’s, Hinting at a Boom in Optical Chip Demand

On April 17, shares of Yuanjie Semiconductor continued to rally, briefly surpassing CNY 1,410 during intraday trading and overtaking Kweichow Moutai to become the highest-priced stock in China’s A-share market. By midday close, Yuanjie retreated slightly to CNY 1,403.08, still marginally above Mou...

2026-04-23

[News] China OSAT SJ Semiconductor Reportedly Raises RMB 5B in IPO, Largest A-Share Offering of 2026 So Far

China’s chip packaging firm SJ Semiconductor has successfully listed on the STAR Market. According to 21jingji, SJ Semiconductor (SJSemi) has officially debuted on the Shanghai Stock Exchange’s STAR Market, raising a total of about RMB 5 billion in its IPO, making it the largest fundraising in C...

2026-04-22

[News] Samsung Xi’an NAND Output Reportedly Dips 5%–6% Amid 200+ Layer Shift; Impact May Extend into Next Year

Samsung Electronics’ NAND flash facility in Xi’an, China, is reportedly seeing a decline in wafer output as it undergoes equipment upgrades. According to Chosun Biz, monthly NAND wafer production has declined year on year, with output estimated to have fallen by about 5%–6% from a previous lev...

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