Taiwanese prosecutors indicted a senior Nvidia manager as part of a group that allegedly smuggled advanced AI chips into China, advancing its first known crackdown on the black-market trade of such accelerators

Taiwanese media reports that customers have already begun preliminary discussions with Winbond—a niche/legacy memory maker—over its 2029 and 2030 capacity. Yes, 2029. They’re already negotiating for 2029 supply volumes lol.

Taiwanese chip design services are exploding Alchip generated NT$7.43 billion in July revenue, up 108.1% month over month and 181.8% year over year Global Unichip (GUC) reported NT$5.77 billion, up 17.1% month over month and 158.4% year over year. Faraday posted NT$1.06 billion, down 25% month over month but still up 10% year over year Alchip said key customer designs have moved into mass production, supporting revenue growth. It also expects continued strength in NRE projects, including accelerator designs based on 2nm technology GUC continues to benefit from ASIC projects for cloud service providers, with a newly won project expected to begin contributing to mass-production revenue in late 2026 or early 2027

Taiwanese diplomats are worrying about the allegiance of Honduras, as one of the few countries to maintain diplomatic ties with Taipei in defiance of China

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