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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    5h 12min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    5h 12min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    5h 12min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    5h 12min ago
    Agentic AI drives a global compute shortage across the full supply chain
    5h 12min ago
    NEWS TAGGED GEOWATCH
    Monday 1 June 2026
    US moves to block Nvidia AI chips from reaching Chinese firms overseas

    The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

    Monday 1 June 2026
    Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas
    Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...
    Monday 1 June 2026
    SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure
    SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...
    Sunday 31 May 2026
    Pentagon funding talks put US drone startups on wartime footing
    The Trump administration is in talks to provide funding to several US drone companies, in a move that would mark a stronger federal push to expand domestic drone manufacturing and...
    Thursday 28 May 2026
    Taiwan's Thunder Tiger rejects China supply chain claims, advances to Phase II of US Drone Dominance Program
    Taiwanese drone manufacturer Thunder Tiger, the first company in Asia to obtain the US Department of Defense's (DoD) Blue UAS cybersecurity certification, has passed the first phase...
    Thursday 28 May 2026
    Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal
    Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part...
    Thursday 28 May 2026
    ByteDance's chip ambition grows with US$70 billion capex plan
    ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
    Wednesday 27 May 2026
    Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
    The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
    Tuesday 26 May 2026
    Wingtech sues Nexperia for US$1.2B as it fights delisting risk
    Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages...
    Tuesday 26 May 2026
    Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

    South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon...

    Monday 25 May 2026
    Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships
    At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction...
    Sunday 24 May 2026
    Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
    The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...
    Saturday 23 May 2026
    Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
    Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...
    Saturday 23 May 2026
    Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
    US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking...
    Friday 22 May 2026
    China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains
    Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...
    1/54 pages
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook