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    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
    Mar 24, 18:46
    STMicro and Huahong Grace begin local production of M32 MCUs in China
    Mar 24, 18:46
    Broadcom expects optical communication supply chain capacity issues to ease by 2027
    Mar 24, 18:46
    Rising Middle East conflict pressures tungsten supply in semiconductor materials
    Mar 24, 18:46
    US blocks Tianma's patent challenge against LG Display citing foreign govt influence
    Mar 24, 18:46
    Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
    Mar 24, 18:46
    NEWS TAGGED INVESTMENT
    Friday 20 March 2026
    Amazon founder reportedly eyeing US$100B AI fund to transform manufacturing

    Jeff Bezos is reportedly in early discussions to raise a US$100 billion investment fund aimed at acquiring and modernizing manufacturing...

    Thursday 19 March 2026
    Taiwan turns to Stargate playbook: private capital powers AI infrastructure
    Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
    Thursday 19 March 2026
    SK Hynix posts record pay, R&D, and capex in 2025
    Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...
    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
    Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
    Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
    Thursday 19 March 2026
    Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty
    Intel's advanced packaging complex in Malaysia is expected to begin operations later this year, Prime Minister Datuk Seri Anwar Ibrahim said, as the company advances its assembly and...
    Wednesday 18 March 2026
    Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks
    Mitsubishi Electric is evaluating a partial stake sale in its automotive components subsidiary, Mitsubishi Electric Mobility, as reports emerge of potential investment discussions...
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Tuesday 17 March 2026
    Samsung cautious on memory expansion amid concerns over 2028 supply glut
    Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
    Tuesday 17 March 2026
    Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
    Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
    Monday 16 March 2026
    Taiwan's science park formula, now available for export to US
    For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered...
    Sunday 15 March 2026
    SpeedTech enters LEO satellite supply chain, eyes double-digit growth
    SpeedTech said it plans to deepen its presence in the low-Earth orbit (LEO) satellite supply chain in 2026 as part of a broader strategy to diversify across multiple industries. The...
    Saturday 14 March 2026
    FedEx expands Taiwan hub to meet AI and semiconductor logistics surge
    FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the...
    Friday 13 March 2026
    US and Chile start talks on rare earths and critical minerals

    The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen...

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    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook