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REALTIME NEWS
US ban on Chinese optical modules could disrupt AI supply chain
Tomorrow's Headlines
8h 39min ago
Old LCD fabs are being repurposed as AI advanced packaging hubs
Tomorrow's Headlines
8h 39min ago
Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
Tomorrow's Headlines
8h 39min ago
Interview: Nvidia exec on progress of CPO production and pluggable optics
Tomorrow's Headlines
8h 39min ago
Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
Tomorrow's Headlines
8h 39min ago
China auto exports shift from price wars to value wars
Tomorrow's Headlines
8h 39min ago
Aug 6, 17:21
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging
Aug 6, 16:42
Samsung to pay Netlist up to US$897 million to settle memory patent dispute
Aug 6, 16:20
Unitree's impending IPO draws Meituan and Tencent as investors
Aug 6, 15:59
Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says
Aug 6, 15:23
GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
LATEST STORIES
7 days news
ByteDance founder shuns AI distillation, wary of more US scrutiny
Aug 6, 15:48
EAST ASIA
China smartphone shipments fall 5.5% as 5G models gain share
Aug 6, 14:55
EAST ASIA
SpaceX losses don't shake confidence as Taiwan suppliers double down on long-term opportunities
Aug 6, 14:30
AEROSPACE
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Aug 6, 13:46
AEROSPACE
CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities
Largan July 2026 revenue rises 11% as CPO samples progress
Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan
Ample Electronic posts record July sales as MLCC demand strengthens
Rashi Peripherals partners with Japan's Restar to build out India semiconductor business
Primax Electronics posts higher 2Q revenue as margins come under pressure
Lo Hsung to debut self-developed robot joint module at Automation Exhibition
Elite Semiconductor rides niche DRAM price hikes
GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test
Second-tier foundries' repair rally lifts margins back to 30%
Parade sees steadier outlook despite margin pressure from memory costs
iBase Solution unit lands U.S. optical module cooling orders after July launch
US polysilicon tariff exposes chip security's solar dependence
US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record
Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire
Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
TSMC's CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck
Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
Commentary: Why China's AI optical-module dominance is Washington's next target
China steps up EV battery and smart-driving inspections on five automakers
India's ASIP Technologies makes FCBGA core of OSAT plan
AI orders give Soonest visibility into 2027
NEO Semiconductor unveils AI memory platform aimed at easing global bottlenecks
Meta turns its engineers into trainers in coding race with Anthropic and OpenAI
AUO warns of 2H26 panel demand pressure
More news
BIZ FOCUS
Jul 30, 08:00
EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
Monday 1 June 2026
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Thursday 30 July 2026
ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
Wednesday 29 July 2026
Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
MOST-READ
Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6
Samsung struggles to secure AI chip substrates, report says
Memory shortage could turn into a glut by 2028 as chipmakers expand
Samsung, SK Hynix prioritize DDR5 as margins near HBM levels
'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms
MULTIMEDIA
Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman
2026 Kumamoto Earthquake
A powerful earthquake struck Japan's Kyushu region at 4:27 pm on July 28. The Japan Meteorological Agency initially estimated the quake at magnitude 7.1 with a depth of 6.2 miles (10 kilometers).
Kumamoto semiconductor production recovers, TSMC's Japan subsidiary returns to normal operations
TSMC Kumamoto fab faces first major quake test with chip-material supplies secured
Kumamoto quake exposes Kyushu auto supply-chain fault lines
...More
EV
Wednesday 29 July 2026
Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges
US locks down tungsten and battery scrap exports as great-power minerals race intensifies
Thursday 6 August 2026
Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says
Thursday 6 August 2026
China automakers struggle as margins plunge and battery supply chains skew
Thursday 6 August 2026
TECH
Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
Wednesday 5 August 2026
2027 memory capacity reportedly sold out as buyers quietly lock in supply
Tuesday 4 August 2026
Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices
Friday 31 July 2026
ASIA
Thursday 30 July 2026
China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts
Commentary: Why China's AI optical-module dominance is Washington's next target
Thursday 6 August 2026
Unitree's impending IPO draws Meituan and Tencent as investors
Thursday 6 August 2026
ByteDance founder shuns AI distillation, wary of more US scrutiny
Thursday 6 August 2026
OPINIONS
Thursday 6 August 2026
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire
Analysis: Musk's empire closes in on China — from orbit to the factory floor
Wednesday 5 August 2026
Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
Wednesday 5 August 2026
Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
Wednesday 5 August 2026
TOPICS
TSMC UPDATES
HUAWEI
TRENDS IN INDUSTRIAL COMPUTING
5G
SPECIAL REPORTS
Thursday 6 August 2026
Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
Wednesday 5 August 2026
Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
Tuesday 4 August 2026
AI glasses partners drive growth as eye and head tracking take center stage
AI glasses partners drive growth as eye and head tracking take center stage
Friday 31 July 2026
China smartphone market and industry, 2Q 2026
China smartphone market and industry, 2Q 2026: 2H26 shipments to drop by over 30% YoY
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