Stimulating, Original, Dynamic, and Accessible Tech News and Insights covering Semiconductors, Optical, Digital, and AI Industries! © 2026 Judy Lin 林昭儀, All Rights Reserved
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 419 | Founded | 2 years ago | Last Issue | 6 days ago |
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Global Market Watch: Google Reportedly Tapping Alchip for TPU ASIC Partnership
Source: Alchip
Alchip is reportedly positioning itself to become another ASIC partner for Google’s TPU roadmap, leveraging TSMC’s advanced process and 2.5D/Chiplet/CoWoS packaging; CXMT’s LPDDR6 memory chip has entered mass production, wit...
Global Market Watch: Trump’s New Bans and Tariffs Kick Off Supply Chain Reshuffle
Image created by ChatGPT
US President Trump declared a national emergency on August 26, banning the procurement, import, and installation of specified foreign-made equipment deemed a risk to grid security — covering transformers, inverters...
Global Market Watch: PTI Wins Orders From Broadcom and AMD
Source: PTI
I. Semiconductors
1. Powertech Technology Wins Panel-Level Packaging Orders From Broadcom and AMD
The story: Powertech Technology (PTI) chairman Bough Lin said the company’s self-developed PiFO fan-out panel-level packag...
Global Market Watch: Musk Accelerates SpaceX’s Starmind AI1 Satellite Launch
Elon Musk said SpaceX’s first Nvidia-chip-powered AI satellites, Starmind AI1, will launch in Q4 2027 and reach large-scale deployment by 2028, accelerating what was originally planned as 2028-era orbital compute infrastructure by at least...
Porotech Taps Taiwan Ecosystem to Take MicroLED From Lab to Mass Production
Porotech CTO Yingjun Liu (L) and CEO Zhu Tongtong (R). Courtesy: UK Government, Department for Business and Trade.
Porotech, a UK scale-up company, is joining hands with Taiwan partners to industrialize its proprietary microLED technology,...
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The writers behind this newsletter.
Journalist and International Business Researcher, Geopolitical Analyst for Semiconductor & AI, Startup Champion | 寫有溫度的故事 Writing tech stories with a human touch
Jenny W. Hsu is the Head Creator at Day 2 Studios, helping leaders achieve 10X growth through charismatic communication. She also a contributor for TechSoda’s "Beyond the Deck", a weekly column on leadership and storytelling.
Dr. Change (CY Huang) is a veteran strategist and investor with 40 years of expertise in macroeconomics, Taiwan’s semiconductor industry, and cross-border M&A.
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