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    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan
    3min 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
    NEWS TAGGED CHIPS + COMPONENTS
    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...
    Wednesday 8 April 2026
    US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
    As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled...
    Wednesday 8 April 2026
    China's AI and cloud firms step up use of domestic chips
    China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services...
    Wednesday 8 April 2026
    Taiwan warns of Beijing's covert push to poach AI and chip talent

    According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting...

    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
    Wednesday 8 April 2026
    Kioxia considers first dividend as long-term contracts shape global memory strategy
    Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
    Wednesday 8 April 2026
    Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
    China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
    Wednesday 8 April 2026
    Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
    At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
    Wednesday 8 April 2026
    SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
    SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
    Wednesday 8 April 2026
    Rising gallium costs force price increases across GaAs chip supply chain

    Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

    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...
    Wednesday 8 April 2026
    Broadcom, Google, and Anthropic alliance faces MediaTek competition
    Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook