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    SEMI reports stronger wafer shipments with global implications
    10min ago
    SpaceX targets AI chip independence with US$119 billion Texas Terafab
    12min ago
    South Korea's US$344.3 million push to localize power chips
    18min ago
    Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
    20min ago
    Alphabet's global debt blitz underscores explosive AI funding boom across tech industry
    31min ago
    Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
    35min ago
    APMIC's Traditional Chinese model ACE-1 ranks in global top 5 after Taiwan sovereign AI evaluation
    37min ago
    From market leader to exit: Samsung pulls out of China's home appliances market
    49min ago
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    NEWS TAGGED ARM
    Thursday 7 May 2026
    Arm shifts focus to high-value silicon to bypass mobile growth plateau
    The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
    Thursday 7 May 2026
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
    Thursday 7 May 2026
    Arm's licensing surge masks smartphone market slowdown
    Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
    Thursday 30 April 2026
    Intel kills three projects in two months as Kechichian launches multi-year reset
    Intel's reorganization under Kevork Kechichian, backed by CEO Lip‑Bu Tan, aims to reposition amid Nvidia's AI dominance and Arm's rise, signaling a shift to CPU-centric orchestration...
    Wednesday 29 April 2026
    TSMC exits Arm investment with US$231 million sale
    TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
    Saturday 18 April 2026
    Commentary: AI drives CPU crunch, lifting data center demand and pricing

    The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

    Thursday 16 April 2026
    Analysis: Nvidia links RISC-V to NVLink with SiFive investment

    Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved...

    Wednesday 15 April 2026
    RISC-V gains ground in AI data centers with Nvidia backing SiFive

    AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

    Wednesday 15 April 2026
    Nvidia's RISC-V push shapes cloud AI's three-way architecture race
    Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
    Tuesday 14 April 2026
    Google and Intel expand CPU partnership, boosting ASIC and startup opportunities
    Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
    Wednesday 8 April 2026
    Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
    Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...
    Tuesday 7 April 2026
    Arm's three-pronged approach increases pressure on x86 in cloud CPU market
    Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance...
    Tuesday 7 April 2026
    With Vera, Nvidia stops borrowing and starts building its own CPU muscle
    Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...
    Thursday 2 April 2026
    IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment
    IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...
    Thursday 2 April 2026
    Commentary: What's the real game behind Arm's chip venture?
    Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook