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    China's OLED capacity expansion threatens South Korea's auto and IT panel lead
    8h 31min ago
    China plans 6x AI computing expansion in five years, eyes 100,000-card clusters
    8h 31min ago
    Exclusive: European automakers reportedly expand China software teams despite layoffs
    8h 31min ago
    Chinese automakers face a crucial test in global localization
    8h 31min ago
    Analysis: Huawei and Xiaomi push China’s chipmaking race into a new phase
    8h 31min ago
    Mature-node chip shortages may last until 2028, turning supply chain management into a pricing lever
    8h 31min ago
    NEWS TAGGED AI GPU
    Monday 31 August 2026
    MetaX posts first-half profit while China's AI GPU rivals split
    MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...
    Monday 10 August 2026
    Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion

    Chinese AI GPU developer Moore Threads is preparing a Hong Kong listing after first-half revenue jumped 147.42% year on year to CNY1.74...

    Friday 26 June 2026
    AuthenX targets AI data center interconnects with plug-and-play FAU for CPO
    AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration...
    Wednesday 10 June 2026
    HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
    Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
    Thursday 14 May 2026
    China's semiconductor godfather warns against 2nm fixation
    While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...
    Saturday 2 May 2026
    Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
    Benefiting from the continued expansion of artificial intelligence (AI) computing power demand, Foxconn Industrial Internet (FII), a subsidiary of Hon Hai Precision Industry (Foxconn),...
    Tuesday 14 April 2026
    China's 2nm AI GPU hits prototype, production unclear
    Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
    Tuesday 24 March 2026
    China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
    Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
    Monday 23 March 2026
    China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
    Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
    Friday 30 January 2026
    Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity
    Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
    Wednesday 7 January 2026
    CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
    AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...
    Monday 22 December 2025
    TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms
    Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements,...
    Thursday 18 December 2025
    Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts
    As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...
    Wednesday 17 December 2025
    UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

    United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

    Friday 14 November 2025
    AI chip test interface demand surges; Taiwan orders visible through 2026
    As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
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    BIZ FOCUS
    Sep 8, 08:00
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    Keywave Technology innovative radar sensors spark a smart sensing revolution
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