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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    10h 17min ago
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    10h 17min ago
    BYD accelerates in-house chip push with 4nm Xuanji A3
    10h 17min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    10h 17min ago
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    10h 19min ago
    NEWS TAGGED CHIPS
    Thursday 16 July 2026
    AWS showcases Trainium, Inferentia and Graviton in Taiwan, home to over 90% of advanced chip production

    Amazon Web Services opened its 2026 AWS Summit Taipei on July 15, placing AI agents, custom chips and enterprise AI adoption at the center...

    Thursday 16 July 2026
    Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global
    South Korean prosecutors have opened a criminal front in a widening international investigation into alleged price-fixing of the small but critical chips that link AI processors to...
    Thursday 16 July 2026
    Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

    Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

    Thursday 16 July 2026
    Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
    Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...
    Thursday 16 July 2026
    Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

    Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

    Thursday 16 July 2026
    Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
    Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
    Thursday 16 July 2026
    Chip inflation drives phone prices higher, clouds 2027 demand
    Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...
    Wednesday 15 July 2026
    US licenses widen Nvidia H200 access in China, but shipments remain minimal

    Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

    Wednesday 15 July 2026
    AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
    AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
    Wednesday 15 July 2026
    Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
    Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...
    Wednesday 15 July 2026
    Global semiconductor equipment sales set to hit record US$165.9B in 2026
    Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
    Wednesday 15 July 2026
    TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

    TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm,...

    Wednesday 15 July 2026
    MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

    MediaTek has widened the reach of its 5G modem chips beyond its own smartphone SoC platforms, pushing deeper into overseas sales in...

    Wednesday 15 July 2026
    Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
    Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...
    Wednesday 15 July 2026
    AI image sensor chip makers accelerate shift to algorithms, modules
    AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
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    Research Report Database
    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
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