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CONNECT WITH US
May 8, 16:15
TSMC revenue rise highlights Asia's grip on AI chip supply
May 8, 16:47
COMPLIMENTARY
US president considers inviting Nvidia and other CEOs to China trade talks
May 8, 16:04
Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus
May 8, 15:40
COMPLIMENTARY
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
May 8, 15:25
Inside Nvidia's high-stakes bet on next-generation AI cooling
LATEST STORIES
7 days news
Novatek raises margin outlook on stronger product mix and early shipments
May 8, 15:56
SEMICONDUCTORS
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
May 8, 15:49
SEMICONDUCTORS
2D NAND shortage spirals after Samsung, Micron, and rivals exit market
May 8, 14:54
SEMICONDUCTORS
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
May 8, 14:53
EAST ASIA
Nvidia, Corning lock in US AI optics expansion with new fiber plants
LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts
Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
Surging AI demand tightens supply of key PCB material
Samsung chiefs address pay talks as strike deadline nears
TSMC's 2026 revenue surges 30% in first four months on AI boom
Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
AI infrastructure spending just doubled an IC distributor's revenue in one year
Samsung workers seek bigger share of AI profits as strike looms
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics
Topco hits record 1Q26 revenue, profit on semiconductor materials demand
Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP
Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
PMIC supplier GMT bets on volume growth over higher prices
M31 weathers project delays as royalties and advanced-node demand signal recovery
Shenmao rides the AI infrastructure boom to record revenue growth
BenQ Materials bets on CPO and microLED amid optical communications push
HannStar pivots to automotive, reflective displays after US$333 million factory sale
Samsung reportedly scales back Micro LED TV push as new TV chief takes over
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
AUO tops US$3 billion in circular economy value
Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache
Google launches Fitbit Air, a screenless tracker at $99 targeting mass-market wearables
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
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
Qualcomm moves into custom DRAM with CXMT for smartphones
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
How MediaTek will supply Marvell's next three generations of TPUs
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
Samsung's looming 2026 labor strike
Samsung Electronics is facing its largest labor escalation in years after unions voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses.
Samsung chiefs address pay talks as strike deadline nears
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
Samsung workers seek bigger share of AI profits as strike looms
...More
EV
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts
Friday 8 May 2026
Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP
Friday 8 May 2026
Anpec plans midyear 15% price hike to protect PMIC margins
Friday 8 May 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
Friday 8 May 2026
Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
Thursday 7 May 2026
Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
Tuesday 5 May 2026
ASIA
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics
Friday 8 May 2026
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
Friday 8 May 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics
Friday 8 May 2026
Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus
Friday 8 May 2026
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
Friday 8 May 2026
TOPICS
SAMSUNG'S LOOMING 2026 LABOR STRIKE
GEOWATCH
TSMC UPDATES
ALTERNATIVES TO LCD
SPECIAL REPORTS
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.
Tuesday 28 April 2026
China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.
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