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    Memory shortage cuts smartphone OLED shipments in 1Q26
    May 19, 18:31
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    May 19, 18:31
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    May 19, 18:31
    China seeks South Korean chip suppliers to bypass US controls
    May 19, 18:31
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    May 19, 18:31
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    May 19, 18:31
    NEWS TAGGED DEMAND
    Wednesday 20 May 2026
    South Korea turns defense contracts into quantum's commercialization launchpad
    South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies...
    Wednesday 20 May 2026
    Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
    South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
    Wednesday 20 May 2026
    China's OSATs chase bigger role as AI chips strain packaging supply

    China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

    Wednesday 20 May 2026
    Phison taps overseas bond market for US$800 million storage push

    Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

    Wednesday 20 May 2026
    Intel prioritizes high-end CPUs as AI demand tightens global supply
    Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...
    Tuesday 19 May 2026
    DB HiTek's power-chip push hits delay as stakes rise
    South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology...
    Tuesday 19 May 2026
    TDK expands bonding equipment investment, launches first mass production of nanocomposite materials
    Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related...
    Tuesday 19 May 2026
    Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
    ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
    Tuesday 19 May 2026
    Satellite communications boom drives Winsemi, AWSC into W band
    SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
    Tuesday 19 May 2026
    Google and Blackstone reportedly plan AI cloud venture to expand TPU business
    Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...
    Tuesday 19 May 2026
    Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave
    Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components,...
    Tuesday 19 May 2026
    Anthropic debuts Claude for Legal to embed generative AI into law firm workflows
    Anthropic launched Claude for Legal, a specialized version of its Claude generative AI designed to integrate directly with law firms' existing tools and workflows, the company announced...
    Tuesday 19 May 2026
    Digital camera comeback exposes optical supply-chain talent and capacity gap
    Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...
    Tuesday 19 May 2026
    OpenAI surpasses 900 million users and signals possible new fundraising amid compute shortfall
    OpenAI said it has crossed 900 million weekly active users for ChatGPT and completed a US$12.2 billion private financing round at the end of March, but executives signaled the company...
    Tuesday 19 May 2026
    Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
    A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
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    AsiaCPO
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook