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    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
    50min ago
    STMicro and Huahong Grace begin local production of M32 MCUs in China
    50min ago
    Broadcom expects optical communication supply chain capacity issues to ease by 2027
    50min ago
    Rising Middle East conflict pressures tungsten supply in semiconductor materials
    50min ago
    US blocks Tianma's patent challenge against LG Display citing foreign govt influence
    51min ago
    Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
    51min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 19 March 2026
    China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

    Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

    Thursday 19 March 2026
    SK Hynix posts record pay, R&D, and capex in 2025
    Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...
    Thursday 19 March 2026
    Elan wins patent infringement ruling against FocalTech, plans damages claim
    Taiwanese touch chipmaker Elan announced a significant legal victory as the court ruled in its favor in a 2024 patent infringement lawsuit against FocalTech. The court confirmed the...
    Thursday 19 March 2026
    Micron ramps spending as cleanroom constraints cap memory supply
    Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
    Thursday 19 March 2026
    China's photoresist push moves from lab wins to mass supply
    China's semiconductor materials localisation is shifting into commercial scale, with domestic photoresist suppliers moving from pilot validation to mass supply, marking a turning point...
    Thursday 19 March 2026
    Nexperia's China split sends orders to Taiwan
    Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...
    Thursday 19 March 2026
    Amazon's Trainium 3 rumors clash with supplier optimism
    Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
    Thursday 19 March 2026
    AI and memory drive semiconductor output to surpass US$1 trillion in 2026
    The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
    Thursday 19 March 2026
    The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
    A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...
    Thursday 19 March 2026
    Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
    As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
    Thursday 19 March 2026
    AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

    AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU)...

    Thursday 19 March 2026
    Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
    At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    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
    Nvidia signals optical future, but materials shortages stand in the way
    Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
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    biz
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook