𝛼SK or SearchTaiwan Tech Weekly: TSMC's Affiliate Shows Hyperscalers' Shift to Reduce Nvidia Dependence
583 Views31 Jan 2026 18:56
Taiwan's ASIC leaders are capitalizing on AI chip demand, with Macronix seeing a turnaround in NOR flash cycle as AI infrastructure shapes memory demand. UMC deliversr flat revenue in 1Q26.
What is covered in the Full Insight:
- GUC's 3nm Breakout and AI Chip Demand
- Macronix's NOR Flash Cycle Recovery
- UMC's Revenue and Margin Guidance
- Taiwan Dual-Listings Monitor
- ASML and Intel Earnings Reports
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