Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...
Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...
Realtek is projecting a stronger financial performance in 2026, driven by its expanding automotive Ethernet products, AI applications, and established consumer electronics lines. The...
The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...
Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...
Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty...
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed...
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...
