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    Oppo counters rising memory prices with feature upgrades in A6 series
    7min ago
    OpenAI taps Cerebras for US$10 billion AI chip buildout
    8min ago
    Wistron posts record 2025 revenue despite margin pressure from system assembly
    9min ago
    US-Taiwan defense ties deepen by 15% tariff cap
    11min ago
    Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
    19min ago
    Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports
    33min ago
    NEWS TAGGED AI CHIP
    Monday 19 January 2026
    OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence
    OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance...
    Monday 19 January 2026
    Persistent shortages of advanced glass fiber cloud the AI chip outlook

    Demand for AI chips is expected to remain strong in 2026, keeping the spotlight firmly on persistent shortages of high-end glass fiber...

    Monday 19 January 2026
    Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors
    Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The...
    Friday 16 January 2026
    Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
    Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...
    Friday 16 January 2026
    Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
    Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
    Thursday 15 January 2026
    China takes cautious stance on US H200 chip export, prioritizes local chipmakers
    The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with...
    Thursday 15 January 2026
    Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
    On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced...
    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Wednesday 14 January 2026
    Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation
    AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg...
    Wednesday 14 January 2026
    US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
    The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption...
    Friday 9 January 2026
    MA-tek reports higher December and full-year revenue driven by AI chip and advanced process demand
    Taiwan-based semiconductor testing firm MA-tek announced December 2025 revenue of NT$501 million (approx. US$15.91 million), marking a 2.7% increase from November and a 10.65% rise...
    Friday 9 January 2026
    Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns
    China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict national...
    Tuesday 6 January 2026
    DEEPX Unveils Vision as a Physical AI Infrastructure Company at CES 2026

    At CES 2026, DEEPX will present a new paradigm for AI infrastructure - one designed for the physical world. As AI expands beyond data centers into robots, mobility, smart...

    Monday 5 January 2026
    Black Sesame's Huashan A2000 clears US Commerce, Defense reviews, secures global sales approval
    Black Sesame Technologies has secured a rare regulatory breakthrough for a China-based automotive AI chip developer. On January 4, 2025, the company said its high-performance Huashan...
    Friday 2 January 2026
    Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO
    Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook