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CONNECT WITH US
Feb 17
GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal
Feb 17
India seeks to position itself as a global AI hub
Feb 17
Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges
Feb 17
Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay
Feb 17
Contract dispute escalates between Anthropic and Pentagon over military use of Claude
LATEST STORIES
7 days news
GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook
Feb 18, 00:05
SEMICONDUCTORS
OpenAI hire and industry voices signal shift toward AI agents that could render most apps obsolete
Feb 17
ICT
Modi inaugurates India AI Impact Expo 2026 in New Delhi
Feb 17
ICT
Thailand's BOI approves WD project to develop HAMR hard drives
Feb 17
ICT
Alibaba unveils Qwen 3.5: a new frontier in multimodal AI agents
Anthropic opens Bengaluru office, expands partnerships across sectors in India
Bytedance pledges safeguards amid legal threats over seedance 2.0
Apple schedules March 4 "special Apple experience" in New York, London, and Shanghai
Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamics
LG Display uses Nvidia PhysicsNeMo for digital twin panel tool in South Korea
EU's minimum price commitment pressures Chinese EV makers on value and pricing
Samsung accelerates HBM hybrid bonding line to meet Nvidia demand
Intel India makes key contributions to Panther Lake, leads reference design and validation
AMD, TCS expand partnership to deploy 200MW AI infrastructure in India
RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'
AI supply chain tracker: Power, substrate, and thermal split on momentum
Taiwan rolls out AI push to transform its 1.71 million SMEs
Memory crunch tightens CIS capacity, pressures smartphone supply chain
Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns
OpenAI hires OpenClaw founder Peter Steinberger, transitions project to independent foundation
China's GPU Four race to power large models, eye inference surge
Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT
Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing
India roundup: India bets on RISC-V amid local ecosystem building
Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies
India seeks to democratize AI resources through global commons framework
Nvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances
India has all ingredients to lead in AI, says Sam Altman before New Delhi summit
India fines Intel over discriminatory warranty policy
Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
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
MOST-READ
Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
TSMC revises five-year growth plan, turning tech lead into high profits
Lisa Su's toughest call: scrapping AMD's server roadmap
CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
Intel slows its most ambitious node—and signals where the real battle is for now
Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
MULTIMEDIA
TSMC makes chips… and honey?!
US-Taiwan reach new tariff deal
On February 12, 2026, the US and Taiwan finalized a structural "re-pricing" of their economic relationship, under the name of The Agreement on Reciprocal Trade (ART)
Explainer: how US-Taiwan 'ART' deal rewires global tech economy
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
Taiwan opens auto market to US vehicles under new trade pact
...More
EV
Tuesday 3 February 2026
Japan's TDK leans on premium batteries while rare earth supply risks deepen
Tesla adopts wait-and-see stance in Taiwan after US tariff deal
Friday 13 February 2026
Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries
Friday 13 February 2026
Taiwan opens auto market to US vehicles under new trade pact
Friday 13 February 2026
TECH
Tuesday 3 February 2026
China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
Friday 13 February 2026
Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
Friday 6 February 2026
TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms
Friday 23 January 2026
ASIA
Wednesday 28 January 2026
BYD reportedly considers local assembly in India as local EV demand surges
TSMC and memory makers boost capex to offset China export restrictions impact
Friday 13 February 2026
Citi flags post-HBM shift as edge memory, HBF advance
Friday 13 February 2026
Analysis: China's AI models and chips align on day one
Friday 13 February 2026
OPINIONS
Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut
Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
Thursday 12 February 2026
Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
Thursday 12 February 2026
Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
Thursday 12 February 2026
TOPICS
GEOWATCH
EMS WATCH
TSMC UPDATES
US-TAIWAN REACH NEW TARIFF DEAL
SPECIAL REPORTS
Friday 13 February 2026
Global server market, 4Q 2025
Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.
Thursday 12 February 2026
Global semiconductor industry, 2026
AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.
Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025
Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.
Wednesday 4 February 2026
China smartphone market and industry, 4Q 2025
Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year.
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