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REALTIME NEWS
Commentary: How FCC ban proposal is affecting China’s optical module makers
Tomorrow's Headlines
9h 9min ago
Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
Tomorrow's Headlines
9h 9min ago
Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
Tomorrow's Headlines
9h 10min ago
TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
Tomorrow's Headlines
9h 10min ago
Offshore wind projects face bidding failures as supply chain warns of a market gap
Tomorrow's Headlines
9h 10min ago
China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
Tomorrow's Headlines
9h 12min ago
Aug 5, 17:06
Infineon sees AI demand outpacing supply as customers lock in long-term capacity
Aug 5, 17:16
Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight
Aug 5, 17:02
China halts US-based factory audits for CCC certification amid raging tech feud
Aug 5, 17:22
Mitsubishi Electric, Daikin expand US production to meet data center cooling demand
Aug 5, 15:13
SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant
LATEST STORIES
7 days news
Foldable phone demand shifts as wider models challenge flip designs
Aug 5, 16:35
COMMUNICATIONS
Samsung, SK Hynix expansion puts Korea's chip supply chain to the test
Aug 5, 15:22
SEMICONDUCTORS
Starlink prepares terrestrial mobile push as SpaceX targets US carrier market
Aug 5, 13:30
AEROSPACE
China launches 15th Five-Year 'leader' awards on low-carbon credentials
Aug 5, 16:55
SUSTAINABILITY
Foldable smartphone shipments are set to rise 20% as Apple enters the market
Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand
LG Electronics posts strong second quarter as new businesses drive growth
Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks
Naver taps Brookfield for up to US$9 billion in data center financing
Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
Airoha optical comms revenue doubles as broadband lands CSPs
Analysis: Musk's empire closes in on China — from orbit to the factory floor
Anthropic's scramble for compute is reshaping how AI labs finance their chips
Infineon raises 2026 outlook as AI demand drives record quarterly revenue
AMD says server CPU market to hit US$220B by 2030
Samsung, SK Hynix reportedly test AMEC tools to guard against tighter US curbs
Taiwan fund launches US$800M guarantee plan for US investment
Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook
From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
Macroblock returns to profit as display demand and new products support outlook
Open weight models excluded from US frontier model review
Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies
AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity
AMD says US$30 billion estimate for 2027 Instinct revenue may be too low
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
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
TSMC's AI bottleneck spills demand across the semiconductor supply chain
'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards
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
Waymo weighs ending Uber robotaxi role as app control battle intensifies
Wednesday 5 August 2026
Factorial, SK On sign pact to assess solid-state battery manufacturing
Tuesday 4 August 2026
Analysis: Tesla's driverless ambitions get regulatory reality check
Tuesday 4 August 2026
TECH
Wednesday 5 August 2026
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
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
SK Hynix sees record-breaking 2Q on surging AI demand
Wednesday 29 July 2026
ASIA
Thursday 30 July 2026
China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts
Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook
Wednesday 5 August 2026
China halts US-based factory audits for CCC certification amid raging tech feud
Wednesday 5 August 2026
SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant
Wednesday 5 August 2026
OPINIONS
Wednesday 5 August 2026
Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
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
Analysis: Tesla's driverless ambitions get regulatory reality check
Tuesday 4 August 2026
TOPICS
EMS WATCH
GEOWATCH
TSMC UPDATES
HUAWEI
SPECIAL REPORTS
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
Friday 24 July 2026
TGV still faces technical barriers; CoPoS commercialization not likely until 2030
TGV still faces technical barriers; CoPoS commercialization not likely until 2030
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