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    China carmakers explore subscription and modular models as answer to car graveyards
    3h 18min ago
    Qualcomm shifts toward data center chips as AI demand squeezes memory supply
    3h 19min ago
    Samsung DRAM profit lead exposes a new HBM battleground
    3h 19min ago
    Chinese one-time car model draws in Taiwanese electronics and chip suppliers
    3h 19min ago
    Samsung 4nm yield reportedly tops 80% as foundry and memory recovery gains steam
    3h 19min ago
    Win Semiconductors says GaAs and InP supply remains sufficient
    3h 20min ago
    NEWS TAGGED CAPACITY
    Thursday 30 April 2026
    Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
    Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

    Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

    Thursday 30 April 2026
    Samsung memory buyers lock in longer deals as 2027 demand comes early

    Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    Microsoft sales beat estimates as Azure growth eases spending concerns

    Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

    Thursday 30 April 2026
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
    Wednesday 29 April 2026
    Seagate leans on long-term contracts as storage demand stabilizes
    Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
    Wednesday 29 April 2026
    Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
    Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
    Wednesday 29 April 2026
    Seagate sees agentic AI beginning to lift HDD demand
    Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity

    Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

    Wednesday 29 April 2026
    Hsinchu water restrictions ease as reservoirs rebound
    Taiwan's Water Resources Agency (WRA) disaster emergency response team held its third working meeting on April 27, deciding to downgrade the water status signal in Hsinchu from a "pressure-reducing"...
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    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