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    NEWS TAGGED CHIPMAKERS
    Friday 10 April 2026
    MAtek sees record March revenue as AI and silicon photonics boost testing demand
    MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...
    Friday 10 April 2026
    Taiwan chip firms quietly build robot sector, eye US decoupling opportunities
    The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current...
    Thursday 9 April 2026
    Helium and tungsten shortages threaten South Korea's semiconductor industry
    China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential...
    Wednesday 8 April 2026
    Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
    Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
    Monday 30 March 2026
    AI compute shifts to inference, reshaping data center bottlenecks

    The focus of artificial intelligence computing is set to shift from training to inference beyond 2025, a transition that will also redefine...

    Saturday 28 March 2026
    PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models
    Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...
    Friday 27 March 2026
    GlobalFoundries sues Tower Semiconductor over chip manufacturing patents

    GlobalFoundries has filed multiple lawsuits against rival Tower Semiconductor, alleging infringement of 11 patents related to chip manufacturing...

    Friday 27 March 2026
    TSMC prioritises AI, core clients; 3nm capacity remains constrained
    Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
    Wednesday 25 March 2026
    Taiwan chipmakers chase drone imaging edge with thermal and AI
    Non-China supply chains in the drone sector are emerging as a new battleground for global technology vendors, with Taiwan's chipmakers increasingly expanding into the space. Among...
    Monday 23 March 2026
    China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
    Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
    Monday 23 March 2026
    China's DeepLink unifies heterogeneous chips to boost AI computing power
    The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough...
    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.
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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