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Taiwan’s semiconductor industry output will hit NT$7.1 trillion (US$232 Bln) in 2026, up 10% from NT$6.5 trillion ($212 Bln) this year, media report, citing the Industrial Technology Research Institute (ITRI). AI-related chips will continue to lead growth. $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $United Microelectronics(UMC.US) $Himax Tech(HIMX.US) $Silicon Motion Tech(SIMO.US) #mediatek #guc #alchip #semiconductors
Source: Dan Nystedt
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China hackers have targeted the Taiwan semiconductor industry and investment research analysts as part of a cyber espionage campaign, Reuters reports, noting that while hacking to steal semiconductor trade secrets is not new, there is a notable increase in sustained hacking from several China-aligned hacking groups. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) $Himax Tech(HIMX.US) $Silicon Motion Tech(SIMO.US) #mediatek #semiconductors
Source: Dan Nystedt
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Himax Emerging as a Key AI Upstream Winner in TSMC's COUPE (Silicon Photonics), Significantly Boosting Growth Visibility for 2026–2028
$Taiwan Semiconductor(TSM.US) $Himax Tech(HIMX.US)I previously shared my prediction that Himax might be a potential supplier for TSMC.https://longportapp.cn/zh-CN/topics/26052416My latest supply chain survey indicates that ...