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REALTIME NEWS
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Semiconductors
25min ago
Aug 20, 10:10
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
Aug 20, 10:31
Taiwan's manufacturing 'Big Six' are quietly building factories of the future
Aug 20, 10:46
SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
Aug 20, 09:59
Xiaomi eyes 2027 European expansion following robust EV profitability
Aug 20, 10:56
Apple reportedly produces full iPhone 17 lineup in India
LATEST STORIES
7 days news
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
Aug 20, 15:26
SEMICONDUCTORS
Commentary: Who will lead GaN market after TSMC's 2027 exit?
Aug 20, 15:24
SEMICONDUCTORS
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Aug 20, 15:23
SEMICONDUCTORS
Tex Year Industries expands Vietnam plant to deepen Southeast Asia presence
Aug 20, 15:20
ICT
Lenovo to establish regional headquarters in Saudi Arabia, strengthening Sino-Saudi ties
China signals openness to India's rare earth request amid tensions with US
Giga Solar's subsidiary breaks ground on 60MW solar plant in the Philippines
Alibaba's Qwen3-Coder captures over 20% market share, challenging Claude Sonnet 4 for top AI coding model
Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus
Huawei turns to software to ease pain from China's scarce AI memory
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
US expands section 232 tariffs to 407 derivative steel, aluminum products
WPG expects atypical 3Q25 seasonality due to early pull-ins
Taiwan's auto parts sector struggles to survive market freeze as tariff uncertainty lingers
AUO's acquisition of Adlink Technology sparks insider trading allegations
OpenAI launches affordable ChatGPT subscription in India to encourage free users to upgrade
Top smartphone brands gear up for 2H25: three key market trends to watch
Advantech to invest US$96.5 million in new North America headquarters campus
Radiant Opto-Electronics sees muted seasonality in 2025 as Apple shipments shift
Xiaomi strengthens smartphone presence amid modest global growth
VinFast restructures with transfer of Novatech shares worth US$1.6 billion to founder
Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown
Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
US's move to block BOE OLEDs could help South Korea, but raises bigger concerns
WPG expands into SEA and NA as clients adopt China+1 strategy
China's DeepSeek releases V3.1, boosting the AI model's capabilities
US seeks Intel stake without governance rights, Lutnick says
Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
BIZ FOCUS
Aug 5, 11:49
Cultivating OCP, embracing open source
Wednesday 13 August 2025
Advanced WLP and back-end solutions at SEMICON Taiwan 2025
Wednesday 9 July 2025
TRI unveils new multi-camera AOI, TR7500 SIII Ultra
Wednesday 13 August 2025
Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
MOST-READ
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future
TSMC fine-tunes advanced packaging, delays projects, and trims low-return ops
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
TSMC's 2nm leak: usual suspects and smoke screens galore
Inside TSMC's 2nm leak involving TEL: How a job application became an international incident
MULTIMEDIA
Nvidia’s partners weigh in on Taiwan’s nuclear power future
Trump and Intel
As the US's largest semiconductor company, Intel has always been a focus for the US government in its attempts to reshore manufacturing.
SoftBank to invest US$2B in Intel, strengthening US semiconductor ties
Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control
Commentary: Can Trump's stake-in steer Intel to recovery?
...More
EV
Tuesday 5 August 2025
BMW retains composure amid auto tariff turmoil
Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan
Tuesday 19 August 2025
China EV sector invests more abroad than at home for first time
Tuesday 19 August 2025
Tariffs, trade, and transformation: how Hushan is redefining Taiwan's auto supply chain
Monday 18 August 2025
TECH
Monday 4 August 2025
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map
Arm reportedly hires Amazon AI exec to advance chip ambition
Tuesday 19 August 2025
Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan
Tuesday 19 August 2025
HTC builds software and hardware ecosystem to drive AI glasses profitability
Tuesday 19 August 2025
ASIA
Monday 4 August 2025
BOE faces Pentagon review over possible Chinese military ties under new US defense bill
Dongfeng to sell Honda engine JV stake as China accelerates EV shift
Tuesday 19 August 2025
Prime Minister of Singapore highlights employment as economic focus amidst AI advancements
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
Tuesday 19 August 2025
OPINIONS
Friday 1 August 2025
Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
Commentary: Can Trump's stake-in steer Intel to recovery?
Monday 18 August 2025
Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
Friday 15 August 2025
Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
Wednesday 13 August 2025
TOPICS
TRUMP AND INTEL
TSMC UPDATES
EMS WATCH
US-CHINA TRADE WAR
SPECIAL REPORTS
Wednesday 20 August 2025
Global OSAT indsutry, 2025
Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.
Monday 18 August 2025
China smartphone market, 2Q 2025
Smartphone shipments to the Chinese market reached 72.12 million units in the second quarter of 2025, with volumes in the third quarter of 2025 estimated to decrease by 6.8% quarter-over-quarter.
Thursday 14 August 2025
China smartphone industry, 2Q 2025
Smartphone shipments by Chinese brands reached 175 million units in the second quarter of 2025 and are estimated to grow quarter-over-quarter in the second half of 2025.
Thursday 7 August 2025
Shipments of high-end AI accelerators, 2025
High-end cloud AI accelerator shipments will exceed 10 million units in 2025, with Nvidia facing growing pressure as Huawei and AWS rise.
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