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    China's SeeYA wins Meta’s MR panel order as BOE misses certification
    Sep 1, 19:00
    Qualcomm says HBC memory architecture offers better value than HBM as hyperscalers show interest
    Sep 1, 19:00
    InP enters a capacity race as TCL moves into indium phosphide laser chips
    Sep 1, 19:00
    Taiwan’s semiconductor materials sector sees opportunity in advanced packaging and CPO
    Sep 1, 19:00
    Huawei lifted R&D spending to push AI chips and semiconductor self-reliance
    Sep 1, 19:00
    NEWS TAGGED ANALYSIS
    Tuesday 1 September 2026
    Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race
    China's leading DRAM maker CXMT has gone from years of accumulated losses to one of the most profitable companies on the mainland market, propelled by an extraordinary memory upcycle...
    Tuesday 1 September 2026
    Analysis: Tim Cook hands Ternus a slower-growing but far richer Apple than the one Steve Jobs left him
    When John Ternus becomes chief executive on September 1, the company he inherits will be measured on a scorecard Tim Cook wrote, not the one Steve Jobs left behind. Fifteen years of...
    Friday 28 August 2026
    Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
    Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
    Thursday 27 August 2026
    Chart: Nvidia's hyperscale revenue doubled again — and that was the slower half of the business
    Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
    Thursday 27 August 2026
    Chart: Nvidia's segment split tells only half the AI demand story
    Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading...
    Thursday 27 August 2026
    Analysis: Smartwatch demand set to outpace broader hardware market in 2026
    Smartwatch shipments are expected to continue rising faster than broader IT hardware in 2026, even as smartphones and notebook PCs see weaker growth due to higher memory costs. For...
    Tuesday 25 August 2026
    Insight: One Nexperia, two supply chains? China-Europe split tests automotive chip model
    Nexperia China is accelerating its separation from the Dutch chipmaker's traditional European manufacturing network, raising the prospect that one of the world's largest suppliers...
    Monday 24 August 2026
    Analysis: SK Hynix pushes beyond HBM with HBF and CPO
    SK Hynix is moving on several fronts as it pushes deeper into system-level memory competition. From high-bandwidth memory (HBM) and high-bandwidth flash (HBF) to a recently published...
    Friday 21 August 2026
    Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up
    Foundry leader Taiwan Semiconductor Manufacturing Company (TSMC) grew 37% year to date — and still lost four percentage points of the sub-sector's revenue share, because the...
    Friday 21 August 2026
    Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers
    Thirty-eight of 43 companies grew year to date at a median rate of 28.7% — the highest of any semiconductor sub-sector — with test handlers, sockets and probe cards recurring...
    Friday 21 August 2026
    Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
    The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
    Thursday 20 August 2026
    Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's US$12.2bn warrant buys a category nobody was defending

    One word in Marvell Technology's August 19 filing decides how the Google agreement should be read. The custom silicon programs, it says,...

    Thursday 20 August 2026
    Analysis: Unitree IPO exposes the economics behind China's humanoid robot boom

    Unitree Robotics' August 19 debut on Shanghai's STAR Market did more than crown China's first mainland-listed humanoid robot maker....

    Thursday 20 August 2026
    Analysis: Marvell's US$120bn Google deal is the AI chip industry's new playbook — equity for orders, not cash
    Marvell Technology is set to deepen its role in Google's AI infrastructure through an expanded agreement to develop custom chips, in a deal that could generate roughly US$120 billion...
    Wednesday 19 August 2026
    Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

    The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

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    BIZ FOCUS
    Sep 1, 08:00
    Rising Packaging Complexity Elevates Glass in Semiconductor Manufacturing
    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth
    Monday 31 August 2026
    Tescan Connects Buried Defect Localization to Nanoscale Analysis at SEMICON
    Thursday 27 August 2026
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
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