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REALTIME NEWS
Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand
ICT
1min ago
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
ICT
1min ago
Appier posts record 1Q26 revenue and profit, lifts 2Q26 outlook
ICT
5min ago
Google pivots to Gemini Intelligence, linking AI with premium hardware
ICT
17min ago
Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
Semiconductors
27min ago
Fiber supply tightens as AI demand partially diverts orders to China suppliers
Tomorrow's Headlines
May 13, 20:11
China’s fiber optic industry evolved from catch-up to supply chain scale
Tomorrow's Headlines
May 13, 20:11
May 14, 11:08
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
May 14, 11:24
Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
May 14, 12:01
SoftBank looks beyond mobile with data center, battery push
May 14, 09:41
MediaTek courts Intel as Google pushes for alternatives to CoWoS
May 14, 10:12
Tencent eyes Chinese ASIC ramp in 2H26
LATEST STORIES
7 days news
US court cleared Apple to seek documents from Samsung's Korea HQ in DOJ antitrust case
May 14, 10:00
ICT
Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
May 14, 09:29
ICT
Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers
May 14, 09:03
ICT
Column: Why robots aren't ready for the real world — yet
May 14, 07:45
ICT
Asus's record revenue signals greater exposure to AI server demand and higher component costs
ASMedia reports record profit as it expands beyond PC chips into AI and automotive
Etron sees DRAM rally stretching into 2027 as shortages persist
Etron's robotics bets gain ground as memory cycle turns
Wieson eyes 2Q26 recovery as new businesses gain traction
Sony launches Xperia 1 VIII in bid to reclaim ground in premium smartphone market
Nan Pao profit stays strong in 1Q26, expands into semiconductor specialty materials
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Cisco accelerates AI push with Silicon One gains and major restructuring plan
Alibaba faces mounting margin pressure as AI investments accelerate
Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand
HDRE to deploy containerized AI compute at Australian and Japanese storage sites
Taiwan plans green power spot market to ease surplus renewable power by 2027
Sharp delays Kameyama LCD shutdown as losses mount
NSK-NTN merger to create the world's largest bearing maker
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase
Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise
China's semiconductor godfather warns against 2nm fixation
Korea races to narrow chip packaging gap with Taiwan and China
Arbe CEO Says radar is becoming central to future of autonomous driving
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
Microloops posts record first-quarter profit as AI server cooling drives growth
GlobalWafers gains SBTi approval for 1.5°C-aligned emissions cuts and net-zero plan
PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure
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
MOST-READ
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
TSMC's refusal of ASML's expensive High-NA EUV equipment, explained
AMD's 2nm defection to Samsung dents TSMC's AI grip
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
How MediaTek will supply Marvell's next three generations of TPUs
Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
SEMICON SEA 2026
SEMICON SEA 2026 took place from May 5-7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur.
Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026
Delta Electronics expands Malaysia presence as SEA becomes semiconductor growth hub
...More
EV
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
Tesla boosts Berlin output with US$250M battery cell expansion
Wednesday 13 May 2026
Canada opens limited EV market to China as automakers jockey for position
Wednesday 13 May 2026
Canada warns US tariff rollback is non-negotiable as USMCA review looms
Wednesday 13 May 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem
Wednesday 13 May 2026
Intel's revival secret: Suppliers with TSMC's stamp of approval
Tuesday 12 May 2026
Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
Thursday 7 May 2026
ASIA
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips
Wednesday 13 May 2026
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure
Wednesday 13 May 2026
China's fiber optic giant unveils world's largest preform for AI data center boom
Wednesday 13 May 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
Wednesday 13 May 2026
Column: Global space race shifts from military to sovereign
Wednesday 13 May 2026
TOPICS
SEMICON SEA 2026
GEOWATCH
TSMC UPDATES
EMS WATCH
SPECIAL REPORTS
Wednesday 13 May 2026
Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market
Global smartphone AP shipments in the second quarter of 2026 are estimated to see a yearly decline of 15.2% as memory price hike pressure emerges.
Friday 8 May 2026
China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook
Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year.
Thursday 7 May 2026
Taiwan notebook industry, 1Q 2026: 1Q26 beats expectations, but US-Iran war clouds 2Q26 outlook
Affected by the US-Iran war and notebook price hikes, global notebook shipments are likely to increase only 4.4% quarterly in the second quarter of 2026.
Monday 4 May 2026
Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.
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