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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    2h 43min ago
    Memory price surge intensifies NB shortage through 2026
    2h 43min ago
    Commentary: What's the real game behind Arm's chip venture?
    2h 43min ago
    Chinese automakers face challenges in Mexico despite initial success
    2h 44min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
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    Analysis: Deepdive into Huawei's 2025 annual report
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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 27 March 2026
    SK Hynix keeps HBM shipments steady, targets HBM4E sample this year

    SK Hynix expects stable growth in its high-bandwidth memory (HBM) business this year and plans to keep shipments in line with initial...

    Friday 27 March 2026
    DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
    Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
    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...
    Friday 27 March 2026
    Samsung and SK Hynix expand microscope procurement to boost HBM yield
    As AI compute demand surges, the rising need for high-bandwidth memory (HBM) testing and failure analysis is reshaping semiconductor inspection equipment markets, affecting chipmakers,...
    Friday 27 March 2026
    Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns
    At SEMICON China 2026, AMD VP and Head of Corporate Strategy and Partnerships Mario Morales delivered a stark warning: while the AI market is rapidly expanding toward a projected US$1.7...
    Friday 27 March 2026
    Micron inaugurates Tongluo site, targets fiscal 2028 DRAM, HBM output

    Micron Technology, on March 26, held an inauguration ceremony for its Tongluo site in Miaoli County, marking a milestone following the...

    Friday 27 March 2026
    UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub
    Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing...
    Friday 27 March 2026
    Nvidia says quantum computing will not replace GPUs
    Nvidia said quantum computing will complement rather than replace GPUs, even as Taiwan accelerates investment in quantum technology. Speaking at an industry event, the company said...
    Thursday 26 March 2026
    Innos set for late April listing on TPEx, riding advanced packaging boom
    Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications...
    Thursday 26 March 2026
    Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue
    Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales...
    Thursday 26 March 2026
    Dell sees stronger AI demand boosting early PC orders despite memory price hikes
    Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...
    Thursday 26 March 2026
    Semicon China 2026: Siemens EDA pushes agentic AI to cut chip design cycles in half
    At the SEMICON China 2026 opening keynote, Siemens EDA IC Products Executive Vice President (EVP) Ankur Gupta delivered a clear message: traditional EDA software is no longer sufficient,...
    Thursday 26 March 2026
    Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact
    Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference...
    Thursday 26 March 2026
    Nuvoton and Tower agree on framework to restructure joint Japanese foundry operations
    Nuvoton and Tower have agreed to restructure their joint Japanese operations, a move that could reallocate fabs and services and affect global semiconductor supply chains and customer...
    Thursday 26 March 2026
    SEMICON China opens with focus on AI chips and advanced packaging
    SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence.
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    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