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    Apr 30, 10:35
    Alphabet's 1Q26 earnings call: AI boom hits a capacity ceiling
    Apr 30, 10:49
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    Apr 30, 10:19
    Qualcomm to ship custom product with hyperscaler in 4Q26
    Apr 30, 10:19
    Samsung Electronics' record chip profits signal strengthening AI memory supercycle
    Apr 30, 07:32
    Google's TPU shortage lays bare a widening AI infrastructure edge
    LATEST STORIES
    7 days news
    Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
    Apr 30, 12:55
    Cambricon earnings surge on AI compute demand
    Apr 30, 12:04
    China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
    Apr 30, 09:53
    Amazon posts solid growth as AWS and AI investments drive momentum
    Apr 30, 09:47
    Qualcomm flags near-term headwinds as data center push gains traction
    Taiwan's AI push awaits legislative green light
    Microsoft sales beat estimates as Azure growth eases spending concerns
    SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
    Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
    Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
    LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility
    ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand
    CyberLink warns AI search and memory costs may dent growth in 2Q26
    Samsung highlights stable 4nm tech as AI, automotive demand grow
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    Nissan's restructuring yields operating profit, but net loss persists as sales slump
    China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure
    AI drives power interconnect surge as BizLink and JPC target high-end markets
    OpenAI stirs smartphone industry with 2028 AI agent phone plans
    Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review
    Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Taiwan's UMT reports record profit on satellite demand
    Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
    Taiwan drones enter Ukraine battlefield, transport model drives global market expansion
    Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
    Realtek, Airoha target European and US networking infrastructure amid consumer slowdown
    UMC profit doubles, touts Intel-backed US manufacturing option
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Apple supplier Luxshare sees profits rise, but cash flow remains weak
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    MOST-READ
    MULTIMEDIA
    Post Space-Comm 2026: Insights & Takeaways
    Meta's Manus acquisition blocked by China
    On April 27, China blocked Meta Platforms' acquisition of AI startup Manus, which was founded in China but is currently based in Singapore.
    ...More
    EV
    Monday 20 April 2026
    US Commerce Secretary says BYD has no role in American auto market
    BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity
    Wednesday 29 April 2026
    NXP signals structural growth as automotive and industrial drive momentum
    Wednesday 29 April 2026
    TECH
    Monday 20 April 2026
    Inside the strategy of Anthropic's CFO as AI spending surges
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit
    Wednesday 29 April 2026
    Tata's India chip fab faces leadership churn and engineering hurdles amid uneven but continuing progress
    Monday 27 April 2026
    Intel says 18A yield improves as 14A advances to early customer engagement stage
    Friday 24 April 2026
    ASIA
    Tuesday 21 April 2026
    India and Korea deepen strategic cooperation across technology, energy, and sustainability
    Apple supplier Luxshare sees profits rise, but cash flow remains weak
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Wednesday 29 April 2026
    China OSAT leader JCET expands in advanced packaging, profit climbs
    Wednesday 29 April 2026
    OPINIONS
    Monday 20 April 2026
    Analysis: How TSMC avoids memory's boom-and-bust cycle
    Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    Wednesday 29 April 2026
    Commentary: At Beijing Auto Show, hardware takes the wheel
    Wednesday 29 April 2026
    TOPICS
    META'S MANUS ACQUISITION BLOCKED BY CHINA
    TRENDS IN INDUSTRIAL COMPUTING
    EMS WATCH
    TSMC UPDATES
    SPECIAL REPORTS
    Tuesday 28 April 2026
    China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
    Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.
    Monday 27 April 2026
    What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
    The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.

    NVIDIA and Broadcom both started deploying CPO in swit2_s.jpg
    Monday 27 April 2026
    Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
    Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.
    Thursday 23 April 2026
    Financial outlook for top 4 CSPs: accelerating cloud revenues and record capex in 2026
    Cloud business revenue enters a critical moment of accelerated growth; the top-4 CSPs revise their 2026 capex upwards to US$660 billion.