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    NEWS TAGGED CEO
    Wednesday 6 May 2026
    AEM CEO says AI upends semiconductor testing
    Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...
    Wednesday 6 May 2026
    SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
    At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing...
    Wednesday 6 May 2026
    Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
    Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
    Tuesday 5 May 2026
    Tesla AI5 dual sourcing may not mean equal weight for Samsung
    Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...
    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
    Tuesday 5 May 2026
    SEMICON SEA 2026: the trillion-dollar chip era is already here
    The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries...
    Tuesday 5 May 2026
    Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track
    Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...
    Tuesday 5 May 2026
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
    Monday 4 May 2026
    Apple's cash pivot: A new CEO and strategy for the AI arms race
    In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial...
    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Saturday 2 May 2026
    Onsemi expands collaboration with NIO to support 900V EV platforms
    Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed,...
    Friday 1 May 2026
    Apple earnings call signals a supply-constrained handoff to the Ternus era

    Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

    Thursday 30 April 2026
    SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy
    As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate governance structure that positions Elon Musk as an...
    Thursday 30 April 2026
    Intel kills three projects in two months as Kechichian launches multi-year reset
    Intel's reorganization under Kevork Kechichian, backed by CEO Lip‑Bu Tan, aims to reposition amid Nvidia's AI dominance and Arm's rise, signaling a shift to CPU-centric orchestration...
    Thursday 30 April 2026
    Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
    Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
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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