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REALTIME NEWS
MediaTek raises outlook for ASIC business as supply chain heats up
Tomorrow's Headlines
58min ago
Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
Tomorrow's Headlines
58min ago
South Korea seeks memory-centric AI architecture to challenge Nvidia-led order
Tomorrow's Headlines
58min ago
Tesla’s AI5 dual-source plan may not give Samsung equal weight
Tomorrow's Headlines
58min ago
Apple shifts product roadmap toward AI, highlighting Taiwan supply chain advantages
Tomorrow's Headlines
59min ago
Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
Tomorrow's Headlines
59min ago
May 4, 18:06
ADT lands US AI chip deal using Samsung 4nm
May 4, 16:16
Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
May 4, 15:29
COMPLIMENTARY
Samsung strike exposes AI-era pay divide, raises HBM supply risks
May 4, 15:09
DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
May 4, 16:13
Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in
LATEST STORIES
7 days news
Win Semiconductors: GaAs and InP supply still meets production demand
May 4, 16:15
SEMICONDUCTORS
Apple's cash pivot: A new CEO and strategy for the AI arms race
May 4, 11:23
ICT
Commentary: Intel names TSMC as key partner; insider drives its comeback
May 4, 10:58
SEMICONDUCTORS
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
May 4, 10:32
COMMUNICATIONS
Foxconn shoots for the stars — and Starlink's playbook
Taiwanese Micro LED suppliers race to tap optical links for AI data centers
Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia
Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs
AI memory crunch squeezes 5G FWA market
Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
AI's 1.6T shift turns InP into optical supply chain bottleneck
Yageo's Pierre Chen says AI hardware boom is lifting passive component demand
Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties
Taiwan moves to close the gap on semiconductor equipment self-sufficiency
Realtek sees PC revenue growth despite 2026 shipment decline
Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
China curbs memory speculation; DDR4 spot slides, contract prices surge
Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics
Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
China's auto sector pushes standards and exports while disposable-car concept gains traction
SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
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
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
TSMC's refusal of ASML's expensive High-NA EUV equipment, explained
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
Qualcomm moves into custom DRAM with CXMT for smartphones
Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
How MediaTek will supply Marvell's next three generations of TPUs
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
Samsung's 2026 labor strike
Samsung Electronics is facing its largest labor escalation in years after unions voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses.
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
South Korea and Vietnam deepen tech and supply chain cooperation amid global uncertainty
...More
EV
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in
Monday 4 May 2026
China's auto sector pushes standards and exports while disposable-car concept gains traction
Monday 4 May 2026
China automakers adopt disposable-car subscriptions to accelerate tech turnover
Monday 4 May 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
Samsung strike exposes AI-era pay divide, raises HBM supply risks
Monday 4 May 2026
Wingtech losses widen on Nexperia dispute, triggering delisting risk
Thursday 30 April 2026
Tata's India chip fab faces leadership churn and engineering hurdles amid uneven but continuing progress
Monday 27 April 2026
ASIA
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
Monday 4 May 2026
Samsung strike exposes AI-era pay divide, raises HBM supply risks
Monday 4 May 2026
AI's 1.6T shift turns InP into optical supply chain bottleneck
Monday 4 May 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Commentary: Intel names TSMC as key partner; insider drives its comeback
Monday 4 May 2026
Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
Monday 4 May 2026
Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
Thursday 30 April 2026
TOPICS
SAMSUNG'S 2026 LABOR STRIKE
META'S MANUS ACQUISITION BLOCKED BY CHINA
HUAWEI
GEOWATCH
SPECIAL REPORTS
Monday 4 May 2026
Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.
Tuesday 28 April 2026
China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.
Monday 27 April 2026
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.
NVIDIA and Broadcom both started deploying CPO in swit 2_s.jpg
Monday 27 April 2026
Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.
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