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REALTIME NEWS
US imports from Taiwan surpass China amid AI-driven supply chain shift
Tomorrow's Headlines
Feb 25, 18:26
Nvidia CEO hinted at 3D IC chip stacking memory atop GPU for GTC
Tomorrow's Headlines
Feb 25, 18:26
Japanese automakers shift to NACS charging standard, pressuring CHAdeMO's future
Tomorrow's Headlines
Feb 25, 18:26
Chinese automakers capture Europe's electrification gap with PHEV sales and carbon credit gains
Tomorrow's Headlines
Feb 25, 18:26
Japan's PC shipments plunged in January amid consumer memory price concerns
Tomorrow's Headlines
Feb 25, 18:25
Feb 26, 09:02
Nvidia says space data centers are feasible but uneconomic for now
Feb 26, 08:20
Nvidia says AI monetization supports sustained CSP capex
Feb 26, 08:21
Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
Feb 26, 09:00
Frenemies by necessity: Taiwan and South Korea's AI balancing act
Feb 26, 08:23
From sovereignty to specialization: How the UK is recalibrating its space ambitions
LATEST STORIES
7 days news
Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
Feb 26, 09:01
SEMICONDUCTORS
Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026
Feb 26, 09:00
ELECTRIC VEHICLES
Coretronic turns a corner as robotics and MEMS units hit profitability
Feb 26, 09:00
ICT
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Feb 26, 09:00
EAST ASIA
Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
UMC streamlines leadership: Jason Wang named CEO as co-president model concludes
IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking
Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
Unimicron names UMC's SC Chien chair in substrate strategy shift
SK Hynix signals seller's market as memory prices set to climb all year
US tariff ruling sparks transatlantic tensions, European auto industry on edge
Chart: Why Taiwan's OSAT sector just flipped the switch
TSMC's record profits signal AI boom far from over
Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
Chinese IC design house hit by open-source license dispute after GitHub freezes code
China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026
Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
China targets fivefold jump in advanced chip output to fuel AI expansion
Nvidia deploys AI-driven cybersecurity to protect critical infrastructure
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
DJI takes FCC to court over drone supply chain crackdown
Trump touts tariffs, AI push as pillars of economic revival
From rebar to rockets: China Steel retools for the high-tech era amid rising trade tensions
Walsin Technology boosts Matsuo Electric stake to expand product lines
Taiwan's state-owned energy firms push ahead on carbon capture
MLCC prices to climb as AI demand hits full capacity
PGC profits rebound in 2025 with sub-12nm processes exceeding 70% of revenue
HP posts AI-driven revenue gains, but memory costs cloud outlook
ChipMOS raises memory test prices again, signs 3-year capacity contract
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
Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT
TSMC revises five-year growth plan, turning tech lead into high profits
CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing
Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
MULTIMEDIA
How NVIDIA and TSMC are Celebrating the Year of the Horse: Speed and Power in 2026
US Supreme Court ruling on Trump tariffs
On February 20, a 6-3 Supreme Court ruling found that US President Donald Trump had exceeded his authority in imposing sweeping global tariffs through IEEPA.
US tariff ruling sparks transatlantic tensions, European auto industry on edge
Trump touts tariffs, AI push as pillars of economic revival
Supreme Court ruling leaves most US auto duties intact
...More
EV
Tuesday 3 February 2026
Japan's TDK leans on premium batteries while rare earth supply risks deepen
BMW retreats from L3 autonomy, betting instead on a smarter L2
Wednesday 25 February 2026
US tariff ruling sparks transatlantic tensions, European auto industry on edge
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Wednesday 25 February 2026
TECH
Tuesday 3 February 2026
China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold
Chart: Why Taiwan's OSAT sector just flipped the switch
Wednesday 25 February 2026
TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms
Friday 23 January 2026
Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
Wednesday 14 January 2026
ASIA
Wednesday 28 January 2026
BYD reportedly considers local assembly in India as local EV demand surges
US says no H200s were cleared for China since Trump's go-ahead
Wednesday 25 February 2026
US tariff ruling sparks transatlantic tensions, European auto industry on edge
Wednesday 25 February 2026
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
Wednesday 25 February 2026
OPINIONS
Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
Wednesday 25 February 2026
Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
Wednesday 25 February 2026
Exclusive: Dong Fang Offshore expands cable-laying fleet for maritime energy market
Wednesday 25 February 2026
TOPICS
US SUPREME COURT RULING ON TRUMP TARIFFS
TSMC UPDATES
GEOWATCH
5G
SPECIAL REPORTS
Friday 13 February 2026
Global server market, 4Q 2025
Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.
Thursday 12 February 2026
Global semiconductor industry, 2026
AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.
Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025
Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.
Wednesday 4 February 2026
China smartphone market and industry, 4Q 2025
Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year.
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