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# Articles related to "Taiwan"

News
2026/9/10
Apple Unveils Its First Foldable iPhone Duo as iPhone 18 Pro and AI Ecosystem Receive Major Upgrades
Apple unveiled its latest product lineup on September 10, headlined by the iPhone Duo, the company’s first foldable smartphone and its official entry into the foldable market. Featuring a 7.6-inch inner display, a 5.4-inch cover display, the 2nm A20 Pro chip, a dual-battery design, and a redesigned thermal architecture, the iPhone Duo targets the ultra-premium segment with a starting price of US$1,999. Meanwhile, the iPhone 18 Pro series delivers major upgrades in processing performance, thermal management, and professional imaging, reflecting a broader shift in high-end smartphone competition toward on-device AI and sustained performance. Apple also introduced the Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5, further integrating Apple Intelligence and Siri AI across health monitoring, voice interaction, and cross-device experiences. While Taiwan-listed foldable iPhone suppliers saw some post-launch profit-taking, Apple’s entry into the foldable market could support longer-term specification upgrades across hinges, UTG, displays, advanced semiconductor processes, and thermal solutions.
# USA
# Taiwan
Industry
2026/8/11
A Complete Look at How AI Drives the Power Supply Industry Upgrade
Rapid growth in AI computing power is driving a surge in data center electricity demand, pushing the power supply industry from a mature market into a new upgrade cycle. This article examines how AI data center power architectures are evolving from traditional AC systems toward 800V HVDC high-voltage direct current, while also exploring key trends in natural gas generation, SOFC fuel cells, grid upgrades, and large power transformers. It also reviews the positioning of Taiwanese suppliers such as Delta Electronics and Kaori Heat Treatment, highlighting how AI infrastructure upgrades are reshaping the global power industry and creating new investment opportunities.
# USA
# Manufacturing Industry
# Power Infrastructure
# AI
# Taiwan
Industry
2026/7/28
Power Semiconductors: How AI and Supply Chain Restructuring Are Reshaping the Industry
Growing demand from AI servers, high-voltage power architectures, vehicle electrification, and industrial automation, combined with geopolitical developments and supply chain restructuring, has gradually shifted the Power semiconductors industry toward a seller’s market. This article examines the major power semiconductor product categories, end-use applications, and competitive landscape, while exploring how AI is driving higher demand for components such as MOSFETs, IGBTs, and SiC devices. It also assesses how Taiwanese suppliers, including PANJIT and APEC, may benefit from supply chain realignment.
# Stocks
# Taiwan
# Manufacturing Industry
# Semiconductors
# Electronics
# AI
# Automotive
Industry
2026/7/2
What Is PLP? How Panel-Level Packaging Is Reshaping the AI Advanced Packaging Market?
As computing power requirements for AI and HPC chips continue to rise, advanced packaging is shifting from wafer-level packaging toward panel-level packaging (PLP). This article explains PLP’s core technologies, the advantages of glass substrates and through-glass via (TGV) processes, and the differences between FOPLP and mainstream packaging technologies such as FOWLP, CoWoS, CoPoS, and EMIB. It also explores how demand for AI GPUs, chiplets, and heterogeneous integration is driving PLP market growth, while analyzing its future opportunities and technical challenges across the advanced packaging supply chain. Finally, this article highlights Taiwan's key companies involved in PLP technology and discusses their future outlook.
# Taiwan
# Manufacturing Industry
# Semiconductors
# Electronics
# AI
Industry
2026/6/14
Trump’s Section 301 Tariffs Are Coming: How Will New 10%–12.5% Tariffs Impact Global Trade?
The Trump administration is shifting toward Section 301 as the foundation for a new long-term tariff framework. The Office of the United States Trade Representative (USTR) has proposed additional tariffs ranging from 10% to 12.5% on 60 economies, covering most goods imported into the United States, while maintaining exemptions for semiconductors, energy products, medical goods, and critical minerals. This article summarizes the latest developments regarding the proposed Section 301 tariffs, the scope of exempt products, and the potential implications for Taiwan, China, Vietnam, Japan, and global supply chains. It also examines the future direction of Trump's tariff policy and the challenges businesses may face.
# USA
# Taiwan
# China
# Manufacturing Industry
# Electronics
# Semiconductors
# Consumer Discretionary
# Life Sciences
# Basic Materials
# Basic Industries
# Energy
Industry
2026/6/2
NVIDIA GTC 2026 Highlights: The Shift from Generative AI to Agentic AI and Physical AI
NVIDIA GTC 2026 showcased a pivotal transition in the AI industry from Generative AI to Agentic AI. From the Vera Rubin platform and DSX AI Factory to the Agent Toolkit and Physical AI ecosystem, NVIDIA is accelerating the development of a comprehensive AI infrastructure spanning data centers, enterprise applications, personal computers, and robotics, offering a glimpse into the next wave of growth in AI computing and the semiconductor industry.
# Stocks
# USA
# Taiwan
# Manufacturing Industry
# Semiconductors
# Electronics
# AI
Industry
2026/6/2
Highlights from the 2026 TSMC Technology Symposium: CoWoS, SoIC, and SoW
This article summarizes the key takeaways from the Technology Symposium, analyzes future trends in advanced process technologies, packaging innovations (CoWoS, SoIC, and SoW), and the AI supply chain, and explores the long-term growth drivers of the semiconductor industry. TSMC continues to drive improvements in AI chip performance and innovation in system integration.
# Stocks
# Taiwan
# Manufacturing Industry
# Semiconductors
# Electronics
# AI
Industry
2026/5/5
From MCCP to MCL: What Is Microchannel Cooling Technology, and Which Companies Could Benefit?
As AI chip power consumption rises rapidly, GPU server cooling technology is shifting from traditional air cooling to direct liquid cooling, and further evolving toward Micro Channel Cold Plate (MCCP) and Micro Channel Lid (MCL) architectures. This article explains the technical limits of air cooling, liquid-to-air, and liquid-to-liquid cooling, while exploring how MCCP improves heat exchange efficiency and how MCL breaks through the TIM2 bottleneck by shortening the thermal transfer path. The article also discusses opportunities across the thermal management supply chain and the competitive advantages of key beneficiaries.
# Stocks
# Taiwan
# Manufacturing Industry
# Semiconductors
# Electronics
# AI
Industry
2026/4/16
What Are Gold-Plated Cold Plates? An Introduction to Chip-Level Cooling Technology
As the importance of cooling systems has increased significantly, chip-level cooling emerging has also become a critical technology. This article focuses on advancements in TIM 2 materials and the development of gold-plated cold plates, explaining how the introduction of indium improves thermal efficiency while also creating chemical reaction challenges. Amid the trend, Taiwanese companies—such as Superior Plating Technology (8431.TW) —are well-positioned to enter the supply chain and capture new opportunities driven by AI server cooling upgrades.
# Stocks
# Taiwan
# Manufacturing Industry
# Semiconductors
# Electronics
# AI
News
2026/4/14
Grab Acquires foodpanda Taiwan Business: A Key Move Reshaping the Food Delivery Market Landscape
Grab’s $600 million acquisition of foodpanda’s Taiwan business has become one of the most closely watched deals in the food delivery sector in recent years. The transaction not only reflects Delivery Hero’s strategic asset restructuring under capital pressure, but also marks Grab’s official expansion beyond Southeast Asia into East Asia. As the market structure is set to evolve, Taiwan’s delivery industry may shift from a duopoly toward competition between diversified ecosystems, with the competitive focus moving away from price subsidies to platform integration, user experience, and long-term profitability.
# Stocks
# Taiwan
# Southeast Asia
# Service Industry
# Technology
# Consumer Discretionary

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