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    GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
    5min ago
    MediaTek unit Airoha targets AI networking surge with triple optical growth
    7min ago
    China’s AI industry accelerates shift to Huawei’s Ascend ecosystem
    May 5, 17:34
    Why did memory price surge hits Samsung mobile profits while Apple still posts record gains
    May 5, 17:34
    Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype
    May 5, 17:34
    Nvidia and AMD deepens Taiwan-US strategic economic ties
    May 5, 17:30
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 9 April 2026
    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
    Thursday 9 April 2026
    Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing
    The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...
    Thursday 9 April 2026
    Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
    Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
    Thursday 9 April 2026
    Apple hit by Mac shipping delays as DRAM shortage intensifies
    Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
    Thursday 9 April 2026
    Geopolitics and AI is redrawing the global chip packaging landscape
    The AI computing boom is reshaping where semiconductors get packaged. Geopolitical pressure and supply chain diversification are pushing capacity well beyond its traditional strongholds...
    Thursday 9 April 2026
    Zensemi strengthens automotive chip team with hiring of industry veterans KC Ang and Marco Maria Monti
    China-based automotive semiconductor wafer foundry Zensemi has announced a new management team led by chairman Xiaofei Chen, appointing two internationally experienced executives:...
    Thursday 9 April 2026
    Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

    Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile...

    Thursday 9 April 2026
    AI chip demand tightens ABF substrate supply, three-year upcycle in sight
    As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality
    In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple's upcoming evolution of Siri. The new version is expected to integrate Google's Gemini and allow users to select their...
    Wednesday 8 April 2026
    Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
    Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
    Wednesday 8 April 2026
    China intervenes in memory supply; Apple outpaces local smartphone vendors
    Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
    Wednesday 8 April 2026
    Memory rally lifts Adata to record quarter, AI demand fuels outlook

    Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

    Wednesday 8 April 2026
    Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

    Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

    Wednesday 8 April 2026
    SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
    After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading 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