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    NXP advances VSMC and ESMC projects with ramp timelines on track
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    Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market
    13min ago
    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    Apr 28, 19:32
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    Apr 28, 19:32
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Memory supplier locks in capacity through 2027
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    Apr 28, 19:32
    NEWS TAGGED INVESTMENT
    Friday 24 April 2026
    Huawei invests CNY18 billion in smart driving while European legacy brands struggle for relevance
    Huawei has committed a CNY18 billion (US$2.63 billion) investment plan dedicated to research and development in smart driving technologies, in an aggressive push to dominate the foundational...
    Friday 24 April 2026
    MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal
    The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister...
    Friday 24 April 2026
    SMIC returns to advanced packaging, scales team to boost AI chip strategy

    China's leading foundry, SMIC, is quietly recalibrating its strategy, moving beyond its long-standing focus on front-end wafer manufacturing...

    Friday 24 April 2026
    Intel keeps capex steady as it shifts spending toward capacity expansion
    Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts...
    Thursday 23 April 2026
    Financial outlook for top 4 CSPs: accelerating cloud revenues and record capex in 2026

    Introduction

    Thursday 23 April 2026
    LG Display approves KRW1.1 trillion OLED infrastructure investment
    LG Display approved an investment of KRW1.1 trillion (approx. US$740 million) to build OLED technology infrastructure. The move, running from April 22, 2026, to June 30, 2028, could...
    Thursday 23 April 2026
    Tesla's US$25 billion investment push signals shift to AI and automation
    Tesla reported steady first-quarter results while outlining an aggressive expansion into artificial intelligence, robotics, and energy — a strategy that executives say will define...
    Thursday 23 April 2026
    Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing
    Artificial intelligence (AI) is rapidly moving beyond pilot projects to large-scale deployment in manufacturing, but many Taiwanese firms remain constrained by data, infrastructure,...
    Thursday 23 April 2026
    Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges
    Amid volatile geopolitical tensions affecting Japan's components, manufacturing, and end-user sectors, Seiko Epson unveiled its Engineered Future 2035 long-term vision. The plan aims...
    Thursday 23 April 2026
    EV outlook revised downward as automakers pull back
    Global forecasts of electric vehicle (EV) adoption have been lowered as automakers scale back near-term production and investment plans amid weaker-than-expected demand and mounting...
    Thursday 23 April 2026
    SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity
    SK Hynix has broken ground on a large-scale advanced packaging facility in Cheongju Technopolis, underscoring how the battleground for AI semiconductors is shifting beyond wafer fabrication...
    Wednesday 22 April 2026
    Gangwon's expanding semiconductor cluster comes with global implications
    South Korea's Gangwon Province is accelerating the development of a semiconductor cluster centered on Wonju, Chuncheon, and Gangneung, aiming to build a full ecosystem. Global supply...
    Tuesday 21 April 2026
    BYD reassesses Malaysia factory project as talks stall with the government

    In August 2025, the Chinese electric vehicle (EV) maker BYD announced plans to build a completely knocked-down (CKD) assembly plant at the...

    Tuesday 21 April 2026
    Samsung plans NAND expansion at P5 on AI-driven price gains
    Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
    Tuesday 21 April 2026
    China unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals
    Chinese authorities announced 10 new policies related to Taiwan following the meeting between China's president Xi Jinping and the chairperson of the Kuomintang political party in...
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    TechForum0520
    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