Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure
10min ago in Semiconductors
TSIA 30: The manpower problem behind Taiwan's semiconductor resilience
11min ago in Semiconductors
TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy?
11min ago in Semiconductors
Marvell-Lumentum talks put optical supply chain in focus
12min ago in ICT
Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production
13min ago in Semiconductors
AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years
13min ago in Semiconductors
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
14min ago in ICT
Global smartphone shipments fall 14% as brands launch more 5G models
15min ago in Communications
MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
15min ago in Semiconductors
TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next
15min ago in Semiconductors
Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows
16min ago in Semiconductors
Ibiden expands AI packaging substrate capacity for Intel from 2029
16min ago in Semiconductors
Renesas expands AI data center capacity, targets 33.2% margin in 2026
17min ago in Semiconductors
Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet
17min ago in Semiconductors