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    Intel Foundry targets optical communications with 12-inch InP technology
    2h 40min ago
    China’s RISC-V targets servers as XuanTie chip shipments exceed 6 billion
    2h 40min ago
    DAMO Academy expands into autonomous driving and robotics with XuanTie processors
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    Samsung Electro-Mechanics expands long-term contracts to package substrates
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    SDC advances MPO and inkjet-printed OLED in parallel
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    NEWS TAGGED ANALYSIS
    Tuesday 20 October 2026
    Analysis: China's proposed AI export controls reach beyond chips to design IP, computing infrastructure
    China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for ea...
    Tuesday 20 October 2026
    Analysis: China's proposed AI export controls target top-ranked foundation models, advanced agents
    Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design,...
    Tuesday 20 October 2026
    Analysis: US backing grows, but Intel insists turnaround remains independently run
    The economics of the foundry business have always carried a particular contradiction: semiconductor manufacturing demands enormous upfront capital and years of sustained investment,...
    Friday 16 October 2026
    Analysis: TSMC-GF deal moves mature nodes into AI packaging: What it means for China
    As global wafer capacity expands rapidly, TSMC and GlobalFoundries (GF) are highlighting a fast-growing market for mature processes serving advanced applications. In particular, demand...
    Friday 16 October 2026
    Analysis: TSMC's chipmaking edge strengthens C.C. Wei's hand — from advanced-node capacity to Musk's Terafab
    TSMC reported record earnings for the third quarter of 2026 and forecast a further 15% increase in fourth-quarter revenue, putting full-year US dollar revenue growth on course to reach...
    Thursday 15 October 2026
    Analysis: Apple HomeView faces hurdles in smart-home adoption
    Apple launched the HomeView smart display at its "Welcome Home" event on October 13, priced at US$299. It's scheduled to debut in eight countries: the US, the UK, Canada, Australia,...
    Thursday 15 October 2026
    Analysis: GlobalFoundries' calculus behind US$2 billion entry into TSMC's CoWoS ecosystem
    GlobalFoundries (GF) has reached a multiyear manufacturing agreement with TSMC to expand silicon interposer capacity at its Malta fab in New York, supplying TSMC's Chip-on-Wafer-on-Substrate...
    Thursday 15 October 2026
    Analysis: Elon Musk's Terafab chases 10 chip iterations a year — can it rival TSMC?
    Speaking to more than 2,000 Tesla owners and investors at the X Takeover event held at Tesla's Gigafactory in Austin, Texas, on October 11, Elon Musk made a candid admission: "To be...
    Wednesday 14 October 2026
    Analysis: China's EV rebate cut pushes exporters from volume to value
    China's planned cut to export tax rebates for new energy vehicles could ripple through global auto markets, intensifying pressure on low-cost exporters while reshaping trade tensions...
    Thursday 8 October 2026
    Analysis: Musk keeps Terafab in-house, shifting execution risk onto his own companies
    Elon Musk has moved to quell uncertainty over Intel's position in the Terafab chip project, stressing that his companies will build and operate the planned semiconductor complex themselves...
    Wednesday 7 October 2026
    Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

    Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...

    Tuesday 6 October 2026
    Analysis: China automakers' US entry paths remain open
    The recent summit between US President Donald Trump and Chinese President Xi Jinping concluded without progress on automotive issues—namely, whether Chinese automakers might...
    Thursday 1 October 2026
    Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

    China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

    Thursday 1 October 2026
    5 issues to watch as Nvidia bets on hardware for AI agent security
    Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs...
    Tuesday 29 September 2026
    Analysis: Elon Musk's AI safety push clashes with regulation

    Global AI has entered a period of dramatic turmoil, with leading researchers warning that top labs are "gambling with our lives" and...

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    Research_DB
    BIZ FOCUS
    Oct 20, 08:00
    CHT Leverages Hackathon to Cultivate AI Solutions for Urban Governance
    Tuesday 20 October 2026
    Cincoze's EMC Solution Boosts Equipment Stability and Production Efficiency
    Tuesday 20 October 2026
    CES 2027 Welcomes First-Ever Chilean Global Pavilion
    Monday 19 October 2026
    GMIF2026: AI Inference Drives Token Factory and System Memory Rethinking