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    Micron exits Crucial consumer market amid shift to AI-driven memory demand
    25min ago
    Infineon builds GaN patent barriers, forcing clear IP boundaries for major players
    25min ago
    GaN supply chain reshaped: AI demand drives Western firms to rely on China
    25min ago
    Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS
    25min ago
    China's rare metal export restrictions create global supply gap benefiting Taiwan metal firm
    26min ago
    China faces AI data center overcapacity and low utilization amid rising compute demand
    26min ago
    NEWS TAGGED COMMENTARY AND ANALYSIS
    Thursday 4 December 2025
    Commentary: Micron exits consumer memory market as structural chip shortage hits
    Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory...
    Thursday 4 December 2025
    Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor
    Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi...
    Monday 1 December 2025
    Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase
    Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut...
    Monday 1 December 2025
    Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield
    Since April 5, 2025, a series of geopolitical tensions have unfolded—from US President Donald Trump's remarks and reciprocal tariffs to Japanese Prime Minister Sanae Takaichi's...
    Friday 28 November 2025
    Commentary: Taiwan's IC design edge in ASIC development
    Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...
    Friday 28 November 2025
    Analysis: Auto suppliers push into robotics and servers as traditional markets cool

    In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply...

    Thursday 27 November 2025
    Commentary: How Huawei’s Kirin 9030 pushes into 7nm threshold
    Huawei has launched the Mate 80 flagship series, with the Kirin 9030 once again capturing domestic and international attention. As the United States continues restricting China’s...
    Wednesday 26 November 2025
    Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality
    Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld...
    Wednesday 26 November 2025
    Commentary: TSMC's lawsuit against ex-SVP walks US-Taiwan tightrope
    TSMC has sued former SVP, Wei-Jen Lo, for allegedly violating non-compete agreements after joining Intel, but industry insiders believe the case may be quietly dropped given the geopolitical...
    Tuesday 25 November 2025
    Commentary: When CXMT stops following and starts defining the PC-server memory race
    The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment...
    Tuesday 25 November 2025
    Commentary: SoftBank folds Ampere into its AI stack, turning up pressure on x86
    Bloomberg reports that the US Federal Trade Commission (FTC) has closed its antitrust review of SoftBank Group's planned US$6.5 billion acquisition of US chip designer Ampere...
    Tuesday 25 November 2025
    Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
    Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...
    Sunday 16 November 2025
    Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs

    Luxgen, the homegrown automotive brand under Taiwan's Yulon Motor, holds a unique place in the island's industrial history. Recent reports...

    Saturday 15 November 2025
    Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
    As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...
    Thursday 13 November 2025
    Column: Quantum communication races toward commercialization despite unresolved challenges
    Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate...
    1/23 pages
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    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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