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    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
    8h 38min ago
    STMicro and Huahong Grace begin local production of M32 MCUs in China
    8h 38min ago
    Broadcom expects optical communication supply chain capacity issues to ease by 2027
    8h 38min ago
    Rising Middle East conflict pressures tungsten supply in semiconductor materials
    8h 39min ago
    US blocks Tianma's patent challenge against LG Display citing foreign govt influence
    8h 39min ago
    Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
    8h 39min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 5 March 2026
    Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
    Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...
    Thursday 5 March 2026
    Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
    Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
    Thursday 5 March 2026
    PC chip orders pull forward, blurring the 2026 seasonal cycle

    In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Thursday 5 March 2026
    Apple builds US chip supply chain with TSMC and Foxconn
    Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan...
    Thursday 5 March 2026
    Singapore's small-state strategy offers new insights for Taiwan's tech industry
    Often dubbed the "Little Red Dot," Singapore is a city-state that lacks natural resources, and previously even had to turn to neighboring countries for drinking water. Yet in a span...
    Thursday 5 March 2026
    Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

    Intel appears to be recalibrating a cornerstone of its advanced manufacturing strategy as CEO Lip‑Bu Tan signals that the company's...

    Thursday 5 March 2026
    Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
    Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
    Thursday 5 March 2026
    Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

    In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

    Thursday 5 March 2026
    Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
    Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...
    Thursday 5 March 2026
    Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
    On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
    Thursday 5 March 2026
    Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
    On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
    Thursday 5 March 2026
    Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
    Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
    Thursday 5 March 2026
    Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
    Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
    Thursday 5 March 2026
    Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
    Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
    23/356 pages
    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