SEMICON Taiwan 2026 opens September 2-4 in Taipei with more than 1,300 exhibitors and 4,300 booths, as the global semiconductor industry gathers to navigate AI-era demand pushing 300mm fab equipment spending toward $150 billion.
Tag: Taiwan
Posted inGeopolitics
China Uses Taiwan’s 2026 Local Elections to Test Its 2028 Influence Playbook
Beijing set a goal at its Beidaihe retreat of shaping Taiwan’s November local elections, targeting the Kaohsiung mayoral race with fabricated polling data.
Posted inMarkets
TSMC Q2 Revenue Surges 36% to Record $39.6 Billion on AI Demand
TSMC reported Q2 2026 revenue of $39.63 billion, a 36% year-over-year rise hitting the upper bound of its own guidance, as AI accelerator orders pushed June to an all-time monthly record of $13.2 billion.
Posted inEconomy
Taiwan posts third-highest monthly export total on record as AI server demand surges 40%
Taiwan’s June exports rose 40.3% to $74.83 billion, the third-highest monthly total on record, as US demand for AI servers and semiconductors drove 32 straight months of year-on-year growth.
Posted inGeopolitics
Taiwan fires US-supplied HIMARS rockets into the Strait in a first
Taiwan’s military launched 36 HIMARS rockets toward the Taiwan Strait on June 10—the first live-fire test of the US-supplied system aimed at the waterway separating the island from mainland China.