["[\"A platform bridging customers and suppliers - Trump's 32% tariff on Taiwan exempts chips but hits key tech exports - TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds - TSMC hikes 4nm pricing; US clients scramble under tariff pressure - GlobalFoundries-UMC merger could pre

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News

DIGITIMES
digitimes.com > news > a20/26/0914PD210 > google-tpu-google-cloud-ceo-mediatek.html

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

12+ hour, 46+ min ago   (186+ words) Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than…...

DIGITIMES
digitimes.com > news > a20/26/0911PD235 > testing-btl-certification-revenue-high-power.html

Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch

1+ day, 14+ hour ago   (154+ words) Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems, power delivery infrastructure, liquid-cooling equipment, and related peripherals, positioning the company to meet next-generation AI…...

DIGITIMES
digitimes.com > news > a20/26/0910VL214 > 2026-demand-growth-revenue-taiwan-monthly-tracker-tsmc.html

TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

3+ day, 13+ hour ago   (114+ words) digitimes TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door…...

DIGITIMES
digitimes.com > news > a20/26/0911VL204 > ai-server-revenue-taipei-materials.html

AI server tracker: Taiwan's August filings say demand is still accelerating

3+ day, 12+ hour ago   (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...

DIGITIMES
digitimes.com > news > a20/26/0910PD237 > taiwan-management-edge-ai-design-performance.html

MicroIP lands NT$630 million AI smart-building contract in northern Taiwan

4+ day, 5+ hour ago   (111+ words) digitimes MicroIP lands NT$630 million AI smart-building contract in northern Taiwan Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door to…...

Google News
digitimes.com > news > a20/26/0909VL219 > samsung-robotics-robot-automation-openai.html

Samsung SDS broadens AI push from software to factory robots

4+ day, 10+ hour ago   (114+ words) digitimes Samsung SDS broadens AI push from software to factory robots Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS…...

DIGITIMES
digitimes.com > news > a20/26/0910PD206 > taiwan-open-source-software-hardware-supply-chain.html

Taiwan hardware strength meets open-source gap

4+ day, 13+ hour ago   (107+ words) digitimes Taiwan hardware strength meets open-source gap Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS material risks while cutting…...

DIGITIMES
digitimes.com > news > a20/26/0909PD207 > startup-taiwan-2026-investment-national-development-council.html

Taiwan startup ecosystem index jumps as angel fund expands

4+ day, 14+ hour ago   (114+ words) digitimes Taiwan startup ecosystem index jumps as angel fund expands Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS material…...

DIGITIMES
digitimes.com > news > a20/26/0909PD245 > systex-revenue-growth-taiwan-asia.html

Enterprise AI spending gives Taiwan's Systex a new growth wing

5+ day, 5+ hour ago   (109+ words) digitimes Enterprise AI spending gives Taiwan's Systex a new growth wing Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS…...

DIGITIMES
digitimes.com > news > a20/26/0909PD219 > management-supply-chain-2028-demand-packaging.html

Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

5+ day, 12+ hour ago   (118+ words) digitimes Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC…...