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    NEWS TAGGED CHIPMAKERS
    Friday 20 March 2026
    Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
    Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disrupti...
    Friday 20 March 2026
    MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards
    Nvidia GTC 2026 and the Optical Fiber Communication Conference (OFC) have underscored the growing importance of optical communication in cloud AI, with chipmakers playing an increasingly...
    Thursday 19 March 2026
    Chip price surge in 2Q26 shifts cost pressure to end markets
    As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
    Thursday 19 March 2026
    Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
    OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
    Wednesday 18 March 2026
    Nvidia partners with chipmakers to advance industrial robotics
    At Nvidia's GTC 2026 conference, major chipmakers — including Texas Instruments (TI), Infineon Technologies AG, NXP Semiconductors, Analog Devices (ADI), and Synopsys —...
    Friday 13 March 2026
    Taiwanese chipmakers target drone market at Embedded World 2026

    Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared...

    Thursday 12 March 2026
    Middle East conflict raises helium supply risks for South Korean chipmakers
    Samsung Electronics and SK Hynix are reviewing their helium supply strategies as tensions in the Middle East disrupt key logistics routes, raising concerns over the availability of...
    Wednesday 11 March 2026
    Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

    Applied Materials has partnered with memory chipmakers Micron Technology and SK Hynix to develop next-generation memory technologies for...

    Sunday 1 March 2026
    Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
    Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...
    Friday 27 February 2026
    Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
    Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure...
    Thursday 26 February 2026
    DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
    DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
    Wednesday 25 February 2026
    Analog market rebalances: Texas Instruments pushes through price hikes
    Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.
    Saturday 21 February 2026
    AI server tracker: Rack infrastructure joins the AI buildout
    January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
    Friday 13 February 2026
    Analysis: China's AI models and chips align on day one

    China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

    Friday 6 February 2026
    PSMC narrows losses as DRAM prices and AI demand boost revenue
    Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook