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Apr 11, 08:11
Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
Apr 11, 08:14
Beyond AI: Energy, capital and sovereignty will define Asia's next factories
Apr 11, 08:16
Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance
Apr 11, 08:14
Intel unveils ultra-thin GaN chiplet as it advances AI-era systems foundry strategy
Apr 11, 08:16
DJI tops US$11bn, targets imaging leadership within 10 years
LATEST STORIES
7 days news
Europe becomes the next testing ground for driverless taxis
Apr 11, 16:14
ELECTRIC VEHICLES
AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge
Apr 11, 16:13
ICT
Sharp launches edge AI companion device with private cloud memory in Taiwan
Apr 11, 16:13
ICT
Taiwan partners with French drone leader to boost key tech, global supply chain
Apr 11, 08:55
AEROSPACE
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
ASE leads US$3.4B advanced testing push in Renwu
Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push
Novatek hits 1Q26 revenue target on SoC, edge AI growth
Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans
Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
Taiwan chip distributors report record quarter on AI boom
BenQ Materials expands into semiconductor processes, targets advanced nodes
AI spending shifts to edge inference as GITEX Asia spotlights monetization push
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Taiwan accelerates GenAI autonomy with tax exemption for computing investments
A new kind of computer emerges for the age of AI agents
Compal sees PC demand steady, server shipments set to double quarterly
Realtek posts 39% revenue surge as new SerDes demand drives growth
US expands China lab ban, testing orders shift to Taiwan
MAtek sees record March revenue as AI and silicon photonics boost testing demand
South Korea targets 2035 i-SMR commercialization, Doosan Enerbility eyes global contract manufacturing lead
E Ink's trade-show shift spotlights rivalry and could accelerate ChLCD commercialization
Analysis: Agent computers target next PC role, push AI compute to the edge
GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
Asustek posts record March and 1Q26 revenue on strong AI server demand
Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing
SK Hynix M15X reportedly ramps early production
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
TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy
AI compression won't ease memory crunch, NAND shortage set to persist
DRAM prices surge 180% as HBM competition shifts to profitability
Samsung reportedly aims to begin silicon photonics mass production in 2028
TSMC eyes SiPh breakthrough as industry consensus forms
Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
Memory contracts shift long-term
The ongoing global memory shortage has caused major suppliers to shift to longer contract terms that last 3-5 years, a departure for a sector that has long been defined by short, boom-and-bust cycles.
Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence
Samsung profit jumps on memory rally, chips drive over 90% of earnings
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
...More
EV
Monday 2 March 2026
Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Tesla reportedly turns back to affordable cars as growth slows
Friday 10 April 2026
Foxconn and Mitsubishi Fuso forge global play in electric buses
Friday 10 April 2026
AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth
Friday 10 April 2026
TECH
Thursday 26 February 2026
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
Exclusive: Samsung weighs Vietnam semiconductor testing facility
Friday 10 April 2026
ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab
Thursday 9 April 2026
Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure
Thursday 2 April 2026
ASIA
Monday 2 March 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
Analysis: Agent computers target next PC role, push AI compute to the edge
Friday 10 April 2026
AI spending shifts to edge inference as GITEX Asia spotlights monetization push
Friday 10 April 2026
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Friday 10 April 2026
OPINIONS
Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia
Column: Corintis uses algorithms to target chip hotspots for precise cooling
Friday 10 April 2026
Analysis: Agent computers target next PC role, push AI compute to the edge
Friday 10 April 2026
Analysis: China's humanoid robot market forms three-player structure at scaling inflection point
Wednesday 8 April 2026
TOPICS
MEMORY CONTRACTS SHIFT LONG-TERM
FOXCONN-SHARP PARTNERSHIP
NVIDIA-GROQ US$20 BILLION ACQUISITION
TSMC UPDATES
SPECIAL REPORTS
Thursday 9 April 2026
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
Thursday 2 April 2026
Benefits of CXL in server memory configuration
General-purpose server demand on the rise in 2026; continuous memory cost increases expected to drive CXL demand.
Wednesday 1 April 2026
Notebook shipment update, February 2026
February 2026 notebook industry observation: Capacity sharply reduced during the Lunar New Year holidays, and component shortage persists; shipments of the top five notebook brands decrease 5% month-on-month.
Monday 30 March 2026
Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast
Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.
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