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    Former TSMC exec theft highlights IP security
    Mar 19, 18:32
    Alibaba and Baidu price hikes reveal AI token economy shift
    Mar 19, 18:32
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    Mar 19, 18:32
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    Mar 19, 18:32
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    Mar 19, 18:32
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    Mar 19, 18:32
    NEWS TAGGED DEMAND
    Friday 20 March 2026
    AI tailwinds and global reach put Topco on track for double-digit growth in 2026
    Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
    Friday 20 March 2026
    TPK profit jumps as OLED tablets lift touch module pricing
    Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...
    Friday 20 March 2026
    Allied Circuit sees server, IPC market growth boosting 2H26 outlook
    Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...
    Friday 20 March 2026
    Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

    As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

    Friday 20 March 2026
    Analysis: Memory price swings leave e-reader supply chain in the red
    Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
    Friday 20 March 2026
    Intel pushes large-area AI packaging to close foundry gap
    Intel is reportedly preparing large-area AI chip packaging to strengthen its foundry business and challenge TSMC and Samsung Electronics.
    Thursday 19 March 2026
    Micron ramps spending as cleanroom constraints cap memory supply
    Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
    Thursday 19 March 2026
    AI and memory drive semiconductor output to surpass US$1 trillion in 2026
    The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
    Thursday 19 March 2026
    Strong quarter for Jabil fueled by smart infrastructure and automotive demand
    Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...
    Thursday 19 March 2026
    Column: OpenClaw pulls AI from cloud to the edge
    OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    Thursday 19 March 2026
    Nvidia signals optical future, but materials shortages stand in the way
    Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Micron delivers record-breaking 2Q26 financial results driven by AI demand
    Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
    Thursday 19 March 2026
    China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

    China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

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    New Power WorldWide 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook