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    China opens STAR Market IPO route for large AI model companies
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    Physical AI and cabin-driving integration to drive China’s smart driving supply chain in 2H26
    2h 26min ago
    Commentary: BYD’s humanoid robot push intensifies competition with robotics startups
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    Groq CEO sees GPU and LPU as complementary as AI compute demand grows
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    YMTCs NAND share rose to 13% as South Korean rivals watch closely
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    Global suppliers race accelerate: TSMC’s first CoPoS demo tools enter validation
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    NEWS TAGGED CHIPS + COMPONENTS
    Sunday 29 March 2026
    AI demand leaves memory industry's commodity model intact

    espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

    Sunday 29 March 2026
    Musk pushes Terafab as AI chip crunch intensifies

    The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

    Sunday 29 March 2026
    AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

    Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

    Sunday 29 March 2026
    SK Hynix and Kioxia targeted in US ITC memory chip probe
    On March 27, the US International Trade Commission (ITC) launched an investigation into memory chip imports by SK Hynix Inc. and KIOXIA Holdings Corporation following a patent complaint...
    Saturday 28 March 2026
    Can Tesla's Terafab revive US semiconductor manufacturing?
    Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...
    Saturday 28 March 2026
    OmniVision invests US$145 million in wafer foundry to secure chip supply

    OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

    Saturday 28 March 2026
    Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies
    Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan...
    Saturday 28 March 2026
    Arm enters AI cloud CPU market with limited impact on IC design clients
    Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
    Saturday 28 March 2026
    Samsung bets on turnkey strategy as non-memory strength becomes critical
    Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...
    Friday 27 March 2026
    SK Hynix CEO expected to meet Microsoft executive on memory supply

    SK Hynix CEO Kwak Noh-jung is expected to meet Scott Guthrie, executive vice president of Cloud and AI at Microsoft, in Seoul this week...

    Friday 27 March 2026
    Intel confirms CPU price rises amid supply constraints, raising global hardware costs
    Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both...
    Friday 27 March 2026
    Taiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT
    The 2026 Taiwan International Machine Tool Show (TMTS), an annual machine tool industry exhibition, has returned to Taichung this year, a move seen as particularly significant given...
    Friday 27 March 2026
    PCB material shortages intensify as CCL lead times hit 6 months, quota system imposed
    The surge in AI applications driving PCB material upgrades is exacerbating upstream raw material supply shortages. Notably, besides ongoing price hikes, some IC substrate makers report...
    Friday 27 March 2026
    Taiwan's ALi bets on custom chips for 2026 turnaround
    At a series of year-end gatherings in Hsinchu and Taipei this week, Star Fusion and its affiliated companies outlined their business outlook for 2026, pointing to a shift toward higher-value...
    Friday 27 March 2026
    Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

    Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook