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MediaTek’s monthly revenue soared to a record high NT$64.2 billion (US$2.01B) in August, up 30.4% over July and 44.1% versus the same time last year, boosted by its custom ASIC chip design business and high-end smartphone chip sales, media report. 2nd best month: 2026 March NT$63.2 billion 3rd: 2022 March NT$59.2 billion #semiconductors #mediatek
Amkor raised its Arizona advanced packaging plant investment to $12 billion from $7 billion earlier, and $2 billion originally – a sign of how much demand has grown in a short time. Amkor said it already has customer commitments for the first phase of the plant, 33,000 sq. meters of space, and the new expansion will raise the total to 93,000 sq. meters. Construction of phase 2 of the plant is to start in late 2027 and finish by end-2029. $AMKR #Arizona #semiconductors
Japan’s Murata plans to end production of certain MLCC (Multilayer Ceramic Capacitor) products for consumer, industrial and automotive products to focus on high-end markets like AI servers and advanced automotive electronics, media report, adding that customers will likely shift orders to other MLCC makers, like Taiwan’s Yageo, Walsin Tech, Holy Stone, Prosperity Dialectrics and others. Murate is the world’s biggest maker of MLCCs, parts used in all electronics to stabilize the flow of electricity. https://t.co/iGP7j4tIzj
Taiwan media have misinterpreted a speech by President Trump to mean big new tariffs are coming for semiconductors. They aren't. His numbers were rhetorical – arguing what past presidents should have done, not a warning of what he's planning. He also indicated the tariffs had do to with Intel, which had "lost its way" and asked him for help, and framed the 10% stock deal as protection money. Here’s the text, and a link to the speech below: President Trump: "Intel. Intel is a good, really good company. But what happened is, stupid presidents allowed the chip business to leave our country and go to Taiwan. And, stupid. All they had to do is put tariffs on they wouldn't have left. In other words, Taiwan, if you're going to sell chips to America, you're going to got to pay 100%, got to pay 200%, 50%, anything and you wouldn't have had— But they didn't do that until I came along. And what happened is Intel became old and tired and got in trouble. And they came to see me. The head of Intel was a nice man actually, and he said, “Sir, I need your help.” And he said why, whatever it was. And I said, “Well, you came to the right place. I’m the only one that can help you…I said, here’s the deal. Give the United States of America 10% of Intel." Now, the thing was worth like $120 billion. You know, it lost its way, but it’s still worth a lot of money. I said, “Give the United States of America 10% of Intel and I’ll get this problem solved." He stood up immediately and said, “You have a deal.” And I said, “I should have asked for more.” [51:13] https://t.co/tHtBvJJ111
Two Taiwan AI server makers are in a race for 2nd place, after totaling January through August revenue: Quanta: NT$2.64 trillion (US$83.6 billion), up 102.6% year-on-year Wistron: NT$2.51 trillion (US$79.4 billion), up 98.9% Both companies reported August revenue hit all-time-highs: Quanta: NT$424.0 billion, up 177.5% year-on-year due to a “change in product mix” Wistron: NT$460.1 billion, up 166.48%, on “increased customer demand compared to the same time last year.” Foxconn, the world’s biggest AI server maker, is No. 1 Jan-Aug: NT$6.51 trillion (US$206.4 billion). August: NT$921.8 billion, up 52.0% year-on-year, “mainly due to continued growth in server shipments…”
TSMC’s revenue rose 53.3% year-on-year in August to a fresh record high NT$514.81 billion (US$16.09B), the 4th consecutive monthly high amid robust global AI-related demand. The previous record was NT$467.58 billion in July. TSMC did not provide a US$ figure. The figure is based on its forex guidance for the 3rd quarter. 1/3 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor
Wistron, the AI server giant, said August revenue rose 166.5% year-on-year to NT$460.1 billion on increased customer demand, a record high for a single month, media report, adding Jan-Aug revenue rose 99.0% to NT$2.51 trillion, already beating full-year 2025. The company’s board approved US$224 million in additional spending to expand capacity and after-sales service, including $146 million in Westport, Texas and $59.05 million for a plant in Vietnam.
TSMC may be in 1.4nm mass production by end-2027, a year earlier than planned, media report, adding the chip giant could begin commissioning equipment by April. Construction on its 1.4nm fab cluster near Taichung, central Taiwan, is in full acceleration mode, with the steel framework on the first fab (P1) already done. TSMC has applied to the Central Taiwan Science Park (CTSP) to build 2 temporary offices at the site, a sign production will begin early, the report says. Concrete is being poured for the 2nd fab at the site (P2), and construction could be done by October-2027. A building permit for the 3rd fab has already been granted, and TSMC has applied for a 4th fab there as well. The four fabs are expected to require 9,000 – 10,000 workers and annual output valued exceeding NT$500 billion (US$15.9B). $TSM https://t.co/vHm34kKiCP
Real FeRAM work, and a strong Intel/Micron/Berkeley/Cornell team. The pitch is AI memory without EUV. I’ll believe it when the parts qualify. Too many “next memory” stories die on yield, volume, and integration – the same problems that held classic FeRAM back.
The Taiwan supply chain rumor early this year was that Google might replace Nvidia as TSMC's biggest customer. Hard to believe then, less so now.
The scramble for mature-node chips is locked in through at least 2028, with some analysts warning tight supplies could stretch to 2030, media report. The AI-related demand surge caused the main issue, alongside rising consumer device silicon content. Supply chain management is everything as firms seek to secure capacity, seeking deals based on volume-based pricing. https://t.co/pldUXkNjDC
Three of Taiwan’s top chip packaging and testing companies hit fresh record highs for the 2nd straight month in August revenue amid robust AI-related: Powertech, KYEC, and Sigurd Micro, media report. Powertech: NT$8.56 billion, up 24.5% year-on-year KYEC: NT$4.08B, +31.6% Sigurd: NT$2.07B, +29% https://t.co/t04AexspJU
Google has made some “adjustments” in Taiwan but denied rumors alleging 30% to 50% of staff – including senior personnel – had been let go, media report, adding Google Taiwan continues to hire and recently added 60% more office space to its R&D Center in Taipei. $GOOGL https://t.co/GJAcuwdpmb
MPI Corp., the Taiwan maker of probe cards for semiconductor testing, won Samsung Electronics as a new client for cards used with silicon photonics (Photonic IC wafers), media report, noting MPI’s top customer is TSMC. Samsung will also use probe cards from FormFactor, the US firm. Specialized probe cards are used to separate good chips from bad. They test whether optical chips can convert electrical and optical signals properly, according to design. $FORM #MPI https://t.co/aDrq0Ieewb
Largan Precision’s capex this year is expected to surge past NT$12 billion to a fresh record high as it expands its Co-Packaged Optics business, media report, adding it would be the 3rd year in a row over-NT$10 billion. Last year’s spending reached NT$12 billion, up from NT$10 billion in 2024. https://t.co/DlbiJdpsT5
TSMC’s OIP Forum 2026 kicks off in Silicon Valley on Sep. 23, followed by Hsinchu Nov. 12 focused on advanced manufacturing processes and advanced packaging (3D IC multi-die architectures, CoWoS, SoIC and Co-Packaged Optics (Silicon Photonics), media report, noting keynotes include Nvidia, Arm, MediaTek, Synopsys and more. https://t.co/YzNUk17kQ0
Intel plans to raise CPU prices another 10% in early October, the latest of several price increases since late 2025 due to strong demand and rising costs, DigiTimes reports, adding the New Intel also plans to kill off low-margin “small core” CPU products as its shrinks its product portfolio to concentrate on high margin CPUs – a departure from the old Intel, which competed vigorously in all segments. Hardest hit would be Industrial / embedded / IoT, potentially opening the door for Arm-based CPUs from MediaTek, Qualcomm, the report says, citing unnamed industry sources. Intel is also cutting staff, already having pared payrolls down to around 75,000, also cut management to 6 from 12, and could cut another 5%-10% of employees, the report says, ultimately ending at 70,000. Finally, the report says the PC market could continue to struggle in 2027, with shipments dropping to 250 million from 260 million this year amid continued high component prices, such as memory. – Very interesting report. $INTC $ARM $QCOM #mediatek https://t.co/RPN4u93TBa
Taiwan’s state-run power company plans to propose October electricity rate hikes of 15%-20% for heavy power users like semiconductor makers and data center operators, media report, citing unnamed sources. Prices for consumers, small businesses, and non-tech industries will remain unchanged. https://t.co/7WmtSP8Q9w
Graphics card prices are rising again as memory chips stay tight and chip makers shift capacity from consumer GPUs to AI accelerators, media report. Asustek, Gigabyte and others plan to raise prices in China by as much as RMB 500 (about US$72.50) per card in September. Nvidia cut consumer GPU shipments by 15%–20% in the third quarter to free allocation for AI GPUs, adding further pressure. The high-end GeForce RTX 5080 and 5070 Ti remain the scarcest models: they already saw two price increases in August and are now getting a third in September. https://t.co/62XNii5h5b
Taiwan’s top 5 semiconductor fab and fab systems builders are seeing the strongest capacity expansion in history, with a combined order backlog over NT$880 billion (US$27.8B) and visibility through 2027, media report, mainly for key clients TSMC and Micron. The backlog could hit NT$1 trillion this year due to projects outside of Taiwan, in the US and elsewhere. L&K Engineering: NT$440B backlog UIS: NT$193.9B Marketech: NT$135.1B Acter: NT$60B Yankey: NT$51.8B https://t.co/PD690yCI6F
Rumor: Amazon AWS has stepped up procurement of AI server racks, both amount and speed, after raising its 2026 capex to US$220 billion from $200B, media report, citing unnamed supply chain sources. -Increased 3nm custom ASIC training and inference chip orders to TSMC (via AWS chip design partner Alchip) -AI server partner Wiwynn boosts rack and switch tray production -Foxconn won CPU tray orders $AMZN https://t.co/wjURz5BH4B $AMZN https://t.co/wjURz5BH4B
TSMC’s 3nm production value will outpace 5nm for the first time this quarter, media report, with sell-side estimates putting 3nm output over NT$400 billion, or 30% of revenue, which should further boost gross margins. Strong AI/HPC demand led TSMC to expand 3nm capacity beyond usual practice, including conversion of some 5nm tools for use on 3nm lines. Also: -2nm is also ramping faster than expected. -A16 is expected to be production ready in the 2nd half, and report cites rumors that Apple, Nvidia and a key AI firm, perhaps OpenAI, are expected to be among the initial batch of customers. -TSMC schedule: A14 remains scheduled for mass production in 2028 A13 and A12 will be in mass production in 2029 https://t.co/t4K3z1gs2Z
Foxconn, the world’s biggest AI server maker: “visibility for the third quarter has improved compared to the previous month, with overall performance expected to outperform market expectations.” August revenue rose 52.0% year-on-year to NT$921.8 billion (US$29.1B), the 2nd highest month ever, and down 2.6% from July, led by strong pull-in momentum for AI-related gear from its Cloud and Networking Products segment, while Components and Other Products also saw strong growth. January through August revenue rose 39.7% to NT$6.51 trillion https://t.co/1hdsfjVprD
Winbond, Taiwan’s 2nd biggest memory chip maker, reported August revenue soared 289.4% year-on-year to NT$27.3 billion, the 13th consecutive fresh record high, media report. During the company’s quarterly earnings conference last month, executives said memory prices would continue to rise in the 3rd quarter. https://t.co/6DsltrOpxK
UMC, Taiwan’s 2nd biggest foundry, saw August revenue rise 30.7% year-on-year to NT$25.05 billion, nearly a 47-month high, media report, adding executives cited strong demand for power management chips (PMICs), sensors and microcontrollers were expected to lift 3rd quarter revenue 7%-9% vs the 2nd quarter. $UMC #semiconductors https://t.co/drlHI19JBa
Aspeed, the server baseboard management chip designer, said business will surge next year amid a massive backlog of orders, while in the 2nd half of this year, will grow each quarter, media report, citing Chairman Chris Lin. He said 2027 orders already exceed this year’s projected revenue, and that Aspeed will benefit from higher shipment volumes and rising prices. Higher costs this year make a double-digit price increase inevitable by the 4th quarter, he said, adding Aspeed has a number of design wins for AI server chips, and continues to create new designs. He said supply chain constraints will ease in the 2nd half, with more pronounced improvement in the 1st quarter next year. https://t.co/jNg5wGL7NH
Micron Taiwan held its first official mediation with the Taoyuan union and local government Friday (9/4) to work out differences over bonus pay, media report, adding no consensus was reached but a 2nd mediation was already being planned and Micron will provide more details about incentives to employees in coming weeks. $MU https://t.co/JEVfrfOwoZ
Taiwan’s current administration proposed a supplementary budget that would inject NT$400 billion (US$12.6B) into 2 state-owned firms, CPC and Taipower, to subsidize an electricity rate freeze enacted to combat price instability caused by US-Iran tensions. The package still requires review and passage by the legislature. https://t.co/epsaW4bLK0
The US Commerce Department is working on new tariffs on semiconductor imports under Section 232, and Taiwan believes it has already secured preferential treatment, media report. Section 232 allows tariffs for national security reasons, different from Section 301 tariffs for unfair trade practices. The US and Taiwan signed an MOU in January capping combined tariffs at 15% for non-semiconductor goods and a framework for semiconductor tariff-relief in exchange for manufacturing investments. https://t.co/kuLf5ncEUS
Taiwan confirmed US$20 billion in additional investment in the US by Taiwan semiconductor makers, supply chain partners and AI server firms, media report, adding the firms will also continue to expand in Taiwan. Earlier this year, officials announced $35 billion in US investments by 20 chip makers in Taiwan. The $20 billion addition gives a new total of $55 billion. #semiconductors https://t.co/ajO4TeUgpv
Taiwan semiconductor equipment maker Hermes Testing Solutions Inc. (HTSI) could become the highest priced IPO ever on the Taipei Exchange when it lists September 22, media report, with the base auction price for shares set at NT$1,800 each, and tentative underwriter’s price at NT$2,250. The price reflects rising gross margins and the importance of semiconductor testing in the AI era. https://t.co/n2G78PYnIf
Taiwan semiconductor equipment maker Hermes Testing Solutions Inc. (HTSI) could become the highest priced IPO ever on the Taipei Exchange when it lists September 22, media report, with the base auction price for shares set at NT$1,800 each, and tentative underwriter’s price at NT$2,250. The price reflects rising gross margins and the importance of semiconductor testing in the AI era. https://t.co/n2G78PYnIf
ZDT, the PCB giant, will invest NT$56.8 billion (US$1.8B) to boost production of substrates used in advanced packaging, media report, noting funds will be used for a new production campus in Shenzhen, China. ZDT said 2026 capex is expected to be over NT$80 billion, which it believes is the biggest in the industry, and spending will remain elevated in 2027 and 2028 due to strong demand related to AI servers. ZDT currently has 13 plants under construction and 16 being planned. Zhen Ding Technology https://t.co/SOVRg4olBR #Unimicron #Kinsus #NanYaPCB https://t.co/eB6yVSsfRu
Nanya Technology, Taiwan’s biggest DRAM maker, said August revenue +560.85% year-on-year to NT$44.69 billion (US$1.4B) on strong market demand, also up 1.88% over July. https://t.co/Nm9KHpwsEz
Semiconductor testing firms WinWay and Chunghwa Precision both plan to speed up capacity expansion amid strong AI chip-testing demand, media report, with WinWay expanding socket capacity 50% by the 3rd quarter 2027, and Chunghwa Precision also 50% by March 2027. WinWay also said it currently has over a dozen Co-Packaged Optics (CPO) projects, which are more complex than AI chip testing projects. Production of small CPO volumes are expected to start in the 2nd half of 2027.
Chip Diplomacy: Taiwan ally Guatemala has tapped TSMC to manufacture its first nanometer-level chip, the El Gran Jaguar, a 65nm chip designed for research and educational purposes by students and faculty from the Universidad del Valle de Guatemala (UVG), media report. https://t.co/Hkh5NbiBTH
TSMC has sped up the pace of fab building 5x the historical pace and has 13 under construction in Taiwan and another 5 to 6 in progress overseas – nearly 20 in all, but still cannot meet demand, said Co-COO Cliff Hou, media report, naming construction workers as a key bottleneck. Also, TSMC’s demand for equipment has nearly doubled since the end of last year – a pace equipment suppliers cannot keep up with. $ASML $AMAT $TSM #semiconductors
Google Cloud Senior Director of Supply Chain Infrastructure Nikhil Cherian named high performance memory the primary constraint in AI servers now as it accounts for over 75% of the build of materials (BOM), media report, adding Google is using a dual hardware-software strategy to break through this ‘AI memory wall’. He made the comments during a presentation at SEMICON Taiwan. $GOOGL $SKHY $SSNLF $MU #semiconductors https://t.co/wI99BP0FwT
Micron Taiwan plans to issue the biggest performance bonuses in company history as part of measures to avert a strike by workers, media report. Unions say around 80% of members support a strike since the current bonus structure does not reflect the company’s AI-related record-breaking revenues. Separately, in a pre-recorded video for SEMICON Taiwan, Micron CEO Sanjay Mehrotra said the company’s Taiwan operation started as a small office 30-years ago and grew to become its biggest and most advanced manufacturing base globally, with over 15,000 employees dedicated to producing High Bandwidth Memory (HBM). $MU #semiconductors
Lam Research, the US chip equipment giant, plans to invest NT$9.8 billion (US$310 million) into its Taiwan subsidiary for R&D and the design of critical manufacturing for advanced chip production, media report, citing the Taiwan Investment Commission, which recently approved a number of inbound investments. $LRCX #semiconductors https://t.co/HXft7uXCx1