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    Aurotek posts record 3Q26 revenue, up 58% on automation demand
    19min ago
    FIC Group opens Malaysia plant as optical module capacity targets 18 SMT lines
    20min ago
    Trump says Taiwan will buy 30% of LNG output from Alaska project; Taipei confirms plans but not final terms
    27min ago
    NEWS TAGGED ANALYSIS
    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...

    Thursday 24 September 2026
    Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculus
    Ahead of the Trump-Xi summit, the key semiconductor question is no longer simply how much Nvidia hardware Washington will allow China to buy.
    Thursday 24 September 2026
    Trump-Xi pre-summit watch: China charts a sovereignty-first path for frontier AI
    When Donald Trump and Xi Jinping discuss artificial intelligence, the deeper divide may not be over whether AI needs rules, but over what those rules are designed to protect.
    Wednesday 23 September 2026
    Analysis: Foxconn's EV push moves beyond demo and toward scale
    Foxconn Group's electric vehicle business is entering a new phase as it shifts from proving the concept to preparing for mass production and wider regional expansion. The change could...
    Tuesday 22 September 2026
    Analysis: Will AI glasses replace the iPhone? —Cook and Ternus see it differently
    Following Apple's executive transition, former CEO Tim Cook and new chief John Ternus have presented contrasting visions for the next generation of mobile devices, spotlighting a key...
    Monday 21 September 2026
    Analysis: The race to superintelligence meets a demand for restraint — and the industry is split
    The extraordinary technological progress humanity has witnessed since AI first emerged has propelled a fundamental shift in industrial development. With experts hailing AI as the next...
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    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, SanDisk, BIWIN, and Others Honored