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Jul 10, 17:12
SK Hynix breaks Alibaba's US listing record — but HBM customers will wait until 2028 for the capacity it funds
Jul 10, 16:37
Samsung plans new PC chip in push beyond smartphones
Jul 10, 16:40
Wolfspeed challenges Navitas over GaN and SiC patent boundaries
Jul 10, 16:13
Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar
Jul 10, 15:15
Insight: TSMC's 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand
LATEST STORIES
7 days news
Largan samples CPO product in July 2026, eyes GC edge
Jul 10, 17:20
SEMICONDUCTORS
ASE Holdings posts record 2Q26 revenue, bets US$40M on South Korea as AI packaging demand surges
Jul 10, 17:00
SEMICONDUCTORS
Nanya Technology posts record profit as gross margin nears 80%
Jul 10, 16:56
SEMICONDUCTORS
Sigurd posts record second quarter revenue as Hsinchu plant starts ramping up
Jul 10, 16:52
SEMICONDUCTORS
Acer unit Highpoint posts record first-half revenue on Asia-Pacific growth
SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC
Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus
TSMC CoWoS output reportedly to reach at least 200K wafers in 2027
Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies
Micron's US$250 billion memory push sharpens three-way race with Korean and Chinese rivals
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Smartphone financing set to cover 42% of India sales in 2026
Asus June revenue tops NT$100 billion as AI servers drive growth outlook
Taiwan firms race ahead on AI agents, raising governance stakes
Google Cloud says Taiwan's AI shift to production could shape global enterprise use
JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong
Topco Scientific's June revenue hits record high on strong photoresist, quartz cloth demand
Luxshare's weak HK debut highlights investor skepticism over AI transition
Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good
Apple drives 70% surge in edge AI smartwatch sales as health features gain traction
Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard
GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices
Japan Display to close HK sales subsidiary as part of overseas operations restructuring
Taiwan seeks a bigger role in the global LEO satellite race
GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs
India scraps duties on electronics and battery components to boost local manufacturing
CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities
EU tariffs push Chinese carmakers to seek deeper ties in Europe
CSP ASIC demand drives structural growth in high-speed interconnects
HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market
BIZ FOCUS
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
Thursday 28 May 2026
Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
MOST-READ
Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
Intel deepens ties with Taiwan's chip supply chain as October talks expand
MediaTek issues official price hike notice, products facing supply constraints likely to increase first
Micron and GM strike long-term memory supply deal for vehicles
SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26
AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall
MULTIMEDIA
Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman
The GaN patent war
The legal dispute on gallium nitride (GaN) patents between Germany's Infineon and China's Innoscience has gone through its twists and turns throughout the years.
US ruling confirms Innoscience infringed Infineon's GaN patents, imposes import ban
Infineon wins fourth German patent ruling against Innoscience, as GaN fight flares in Shanghai
Infineon China pushes back after GaN products removed at Shanghai electronics show
...More
EV
Friday 10 July 2026
EU tariffs push Chinese carmakers to seek deeper ties in Europe
Hushan reports June sales as North America aftermarket demand cools briefly
Friday 10 July 2026
LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
Friday 10 July 2026
Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport
Friday 10 July 2026
TECH
Friday 10 July 2026
Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar
Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing
Thursday 9 July 2026
Apple's first foldable reportedly enters production, but a record price and delayed sales loom
Wednesday 8 July 2026
TSMC's AI bottleneck spills demand across the semiconductor supply chain
Tuesday 7 July 2026
ASIA
Friday 10 July 2026
SK Hynix breaks Alibaba's US listing record — but HBM customers will wait until 2028 for the capacity it funds
Samsung plans new PC chip in push beyond smartphones
Friday 10 July 2026
JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong
Friday 10 July 2026
Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies
Friday 10 July 2026
OPINIONS
Friday 10 July 2026
Insight: TSMC's 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand
Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
Thursday 9 July 2026
Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat
Thursday 9 July 2026
Exclusive: UK pitches land, power and growth zones to Taiwan tech suppliers
Thursday 9 July 2026
TOPICS
THE GAN PATENT WAR
EMS WATCH
TSMC UPDATES
TRENDS IN INDUSTRIAL COMPUTING
SPECIAL REPORTS
Thursday 9 July 2026
Notebook shipment update, May 2026
In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.
Wednesday 8 July 2026
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.
Friday 3 July 2026
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Friday 3 July 2026
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
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