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    Taiwan, UK space supply chains forge closer ties
    17min ago
    Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement
    19min ago
    TSMC and memory makers boost capex to offset China export restrictions impact
    Feb 12, 18:53
    Memory focus shifts to LPDDR6 and LPW in post-HBM era
    Feb 12, 18:53
    Analysis: China's AI evolution achieves zero-delay model and chip adaptation
    Feb 12, 18:53
    HomeRegions
    Thursday 5 February 2026
    Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market
    The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution while highlighting persistent risks tied to supply chain gaps, currency volatility, and execution challenges for Taiwanese IC and electronics suppliers
    Wednesday 4 February 2026
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry sources
    Wednesday 4 February 2026
    Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
    Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean memory giants held rare, nearly simultaneous earnings calls to signal their respective positions in the race for the next generation of high-bandwidth memory
    Wednesday 4 February 2026
    Taiwan prioritizes global partnerships in trade
    Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang (KMT) leaders led business representatives to Beijing for a cross-strait exchange forum on February 3. Some argue that Taiwan should not deepen ties solely with the US to avoid losing economic resilience, emphasizing the need to maintain trade and investment relations with China
    Wednesday 4 February 2026
    Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays
    As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement
    Wednesday 4 February 2026
    Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition
    Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield tech corridor, Bloomberg reported, citing people familiar with the matter. The move comes as the US tech giant seeks to strengthen its AI and cloud capabilities in one of its fastest-growing overseas markets
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted to DDR5 process development, keeping only around 10,000 wafers of DDR4 capacity for a handful of long-term customers, making large-scale, low-priced dumping into the open market unlikely
    Wednesday 4 February 2026
    Karnataka govt wades into Foxconn tax dispute, averting escalation
    The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily defuses a dispute threatening the state's investment climate, according to The Economic Times
    Wednesday 4 February 2026
    China's tech giants transform Lunar New Year into AI showdown
    This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope promotions, the main battlefield has shifted toward AI assistants and large-model application entry points
    Wednesday 4 February 2026
    CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
    Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive capacity expansion plans, seeking to close the gap with global giants Samsung, SK Hynix, and Micron
    Wednesday 4 February 2026
    Alibaba's Quark glasses escalate China's push against Meta and Samsung
    Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step up efforts to challenge a category where US firms led by Meta Platforms have taken an early lead
    Wednesday 4 February 2026
    India wins electronics investment, but key gap threatens momentum
    India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base
    Wednesday 4 February 2026
    Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
    Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported an operating loss of more than KRW1.7 trillion (US$1.17 billion) for the year. However, it is betting that a shift in strategy—anchored by local production of lithium iron phosphate (LFP) batteries in the United States and an expansion of its energy storage systems business—will return it to profitability in 2026
    Wednesday 4 February 2026
    Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

    Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research center, according to Hankyung. The site, known as SR5, is regarded as the birthplace of the company's semiconductor business and the location where Samsung developed its 65-megabit DRAM in 1992

    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end flip chip ball grid array (FC-BGA) substrates for NVSwitch systems. According to South Korea's Seoul Economic Daily, the agreement marks the company's first engagement as a supplier of these specific components to Nvidia

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    Research Report Database
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook