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    Former TSMC exec theft highlights IP security
    2h 49min ago
    Alibaba and Baidu price hikes reveal AI token economy shift
    2h 49min ago
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    2h 49min ago
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    2h 49min ago
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    2h 50min ago
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    2h 50min ago
    NEWS TAGGED DEMAND
    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
    AI and memory drive semiconductor output to surpass US$1 trillion in 2026
    The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
    Thursday 19 March 2026
    Strong quarter for Jabil fueled by smart infrastructure and automotive demand
    Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...
    Thursday 19 March 2026
    Column: OpenClaw pulls AI from cloud to the edge
    OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    Thursday 19 March 2026
    Nvidia signals optical future, but materials shortages stand in the way
    Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Micron delivers record-breaking 2Q26 financial results driven by AI demand
    Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
    Thursday 19 March 2026
    China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

    China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 19 March 2026
    Column: Cheap tokens are masking an expensive problem
    The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
    Wednesday 18 March 2026
    Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply
    Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...
    Wednesday 18 March 2026
    Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
    Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
    Wednesday 18 March 2026
    Adata profits soar on memory price rally amid supply crunch
    Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
    Wednesday 18 March 2026
    In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
    Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
    1/192 pages
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook