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REALTIME NEWS
China's homegrown GPU startups gain ground in global AI chip race
Semiconductors
6min ago
Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC
Semiconductors
19min ago
Cadence, Nvidia deepen AI partnership to reshape chip design and robotics
Semiconductors
26min ago
Middle East turns to East Asia for alternative air defense amid US supply delays
Tomorrow's Headlines
Apr 15, 17:59
Apr 16, 09:47
ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
Apr 16, 11:57
Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown
Apr 16, 11:44
ASE Holdings to acquire Innolux Fab 5 for US$460 million
Apr 16, 11:53
Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing
Apr 16, 11:15
Samsung targets May HBM4E samples for Nvidia after validation
LATEST STORIES
7 days news
Mobile manufacturers adapt to soaring key component prices with strategic measures
Apr 16, 11:57
COMMUNICATIONS
US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains
Apr 16, 11:55
ICT
Taiwan says core trade objectives unchanged amid US Section 301 probe
Apr 16, 11:52
ICT
A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan
Apr 16, 11:51
ICT
Amazon cuts AI data center build time from 15 weeks to 3
Renesas reports accelerated MRDIMM adoption in China
TSMC says Applied Materials and JSR form top-tier chipmaking team
US tightens ban on Chinese components, reshaping robotics supply chains
Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue
Analysis: Nvidia links RISC-V to NVLink with SiFive investment
Mythos AI model triggers global financial and regulatory scrutiny amid cybersecurity concerns
Gulf states turn to alternative air defenses as US delivery delays persist
Tata steps up iPhone manufacturing investments with fresh capital infusion
Taiwan's auto industry faces costly crossroads in age of AI
Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones
TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
China reportedly considers export curbs on advanced solar manufacturing equipment to the US
YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited
Falling margins and memory crisis causing spec downgrades on TV panels
Orange Electronic expands in Europe as auto aftermarket demand holds up
Samsung System LSI talent exits raise risks for Exynos and image sensors
JSR restarts Taiwan production as TSMC dominates advanced nodes
Rockchip reports record results, scales AIoT chips across industries
SkyeChip IPO signals Malaysia's push into high-value chip design
Spain aims to boost chip design, photonics, and quantum tech influence
Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test
Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion
YMTC to more than double capacity with new fabs amid China chip push
Taiwan equipment makers ride advanced packaging and SiPh wave
Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
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
TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy
AI compression won't ease memory crunch, NAND shortage set to persist
Samsung reportedly aims to begin silicon photonics mass production in 2028
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
TSMC eyes SiPh breakthrough as industry consensus forms
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
1Q26 Financial results for Taiwan's tech supply chain
Fueled by AI demand, Taiwan's tech sector saw strong results for the first quarter of 2026, but underneath the numbers lie a far more nuanced reality.
Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak
AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
...More
EV
Monday 2 March 2026
Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Taiwan EMS players advance automotive ambitions with integrated mobility solutions
Wednesday 15 April 2026
Foxconn deepens EV vertical integration with CDMS model for streamlined production
Wednesday 15 April 2026
India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs
Wednesday 15 April 2026
TECH
Thursday 26 February 2026
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays
Wednesday 15 April 2026
Exclusive: Samsung weighs Vietnam semiconductor testing facility
Friday 10 April 2026
ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab
Thursday 9 April 2026
ASIA
Monday 2 March 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Wednesday 15 April 2026
Japan forges physical AI alliance to challenge US and China
Wednesday 15 April 2026
China seeks energy self-sufficiency as geopolitical risks rise
Wednesday 15 April 2026
OPINIONS
Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia
Column: How do intelligent robots learn action skills?
Wednesday 15 April 2026
Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute
Tuesday 14 April 2026
Analysis: Southeast Asia's language barrier is reshaping AI
Tuesday 14 April 2026
TOPICS
MEMORY CONTRACTS SHIFT LONG-TERM
TSMC UPDATES
GEOWATCH
EMS WATCH
SPECIAL REPORTS
Wednesday 15 April 2026
Beyond Huawei: China's New H3C Leverages Former HP Roots to Dominate ASEAN Server Markets
Chinese top-3 server exporter, the New H3C, is seeing server export value expand, leveraging two major export routes to target ASEAN and Central Asian markets.
Thursday 9 April 2026
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
Thursday 2 April 2026
Benefits of CXL in server memory configuration
General-purpose server demand on the rise in 2026; continuous memory cost increases expected to drive CXL demand.
Wednesday 1 April 2026
Notebook shipment update, February 2026
February 2026 notebook industry observation: Capacity sharply reduced during the Lunar New Year holidays, and component shortage persists; shipments of the top five notebook brands decrease 5% month-on-month.
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