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    China accelerates semiconductor equipment localization, South Korean firms shift focus to Taiwan clients
    3h 58min ago
    YMTC and CXMT ramp up production to reshape global memory market amid AI surge
    3h 58min ago
    Samsung foundry launched new 2nm temperature sensor IP to improve chip thermal and area efficiency
    3h 58min ago
    China's tungsten export controls pose major threat to South Korea's semiconductor supply
    3h 58min ago
    NEWS TAGGED CHINA
    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    AI-driven memory market set to top US$600 billion on rising storage demand
    The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
    Monday 30 March 2026
    AI optical boom forces FICG into overdrive expansion
    Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
    Monday 30 March 2026
    SEMICON China 2026: JCET CEO makes the case for atomic-level packaging to carry Moore's Law forward
    Advanced wafer manufacturing is approaching physical limits near the 1nm node, according to Zheng Li, director and CEO of JCET Group.
    Monday 30 March 2026
    China launches probe into US green product trade barriers
    China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities...
    Monday 30 March 2026
    NeurIPS rule barring OFAC-listed institutions raises global collaboration concerns
    NeurIPS' new rule barring institutions on the US Treasury Department's OFAC entity list from submitting papers, reviewing, or editing risks fracturing global AI collaboration, excluding...
    Monday 30 March 2026
    AI compression won't ease memory crunch, NAND shortage set to persist
    AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
    Monday 30 March 2026
    China foundry SMIC moves to capture growth beyond AI-led supply squeeze

    SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

    Monday 30 March 2026
    SMIC accused of supplying chipmaking tools to Iran military, US officials say
    SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
    Sunday 29 March 2026
    A race to the bottom: China’s auto boom turns brutally competitive
    The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is un...
    Sunday 29 March 2026
    Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

    SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

    Saturday 28 March 2026
    OmniVision invests US$145 million in wafer foundry to secure chip supply

    OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

    Friday 27 March 2026
    Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

    Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

    Friday 27 March 2026
    Taiwan weighs response as China expands 'long-arm jurisdiction' reach
    More than a decade after Taiwanese display makers were swept up in a global antitrust crackdown, officials in Taipei are again warning of the risks posed by expanding legal reach across...
    5/162 pages
    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook