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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    7h 13min ago
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    7h 13min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    7h 13min ago
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    7h 13min ago
    BOE shifting away from low-price competition
    7h 13min ago
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    7h 13min ago
    NEWS TAGGED CAPACITY
    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    CATL profit climbs 42%, but storage price pressure tests its global lead

    CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

    Monday 27 July 2026
    Qualcomm tells customers chip prices will rise by double digits from September

    Qualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market...

    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035
    SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's...
    Monday 27 July 2026
    ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

    China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

    Monday 27 July 2026
    eSSD contracts surge as AI data centers shift spending from memory to storage
    Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...
    Sunday 26 July 2026
    Airbus raises profit outlook as supply bottlenecks ease
    Airbus updated its financial outlook for investors, saying easing supply-chain constraints should support stronger production and profit growth through 2029. According to Bloomberg,...
    Saturday 25 July 2026
    Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking
    Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract...
    Saturday 25 July 2026
    China folds data centers into 15th Five-Year renewable energy plan
    China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...
    Friday 24 July 2026
    Google raises capex outlook as compute demand stays tight, boosting Foxconn
    Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
    Friday 24 July 2026
    China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

    China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

    Friday 24 July 2026
    Amkor, Nvidia widen AI packaging partnership as US capacity expands
    Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...
    Friday 24 July 2026
    DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap
    DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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