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    China opens STAR Market IPO route for large AI model companies
    Jun 18, 18:35
    Physical AI and cabin-driving integration to drive China’s smart driving supply chain in 2H26
    Jun 18, 18:35
    Commentary: BYD’s humanoid robot push intensifies competition with robotics startups
    Jun 18, 18:35
    Groq CEO sees GPU and LPU as complementary as AI compute demand grows
    Jun 18, 18:35
    YMTCs NAND share rose to 13% as South Korean rivals watch closely
    Jun 18, 18:35
    Global suppliers race accelerate: TSMC’s first CoPoS demo tools enter validation
    Jun 18, 18:35
    NEWS TAGGED CHIPS + COMPONENTS
    Friday 13 February 2026
    Explainer: how US-Taiwan 'ART' deal rewires global tech economy
    On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional...
    Friday 13 February 2026
    Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
    The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
    Friday 13 February 2026
    Citi flags post-HBM shift as edge memory, HBF advance
    A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices...
    Friday 13 February 2026
    Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27
    Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected...
    Friday 13 February 2026
    TSMC and memory makers boost capex to offset China export restrictions impact
    TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...
    Friday 13 February 2026
    New Taiwan–US trade pact lowers export barriers, boosts tech supply chains
    The Agreement on Reciprocal Trade (ART) between Taiwan and the US has been officially signed, reducing Taiwan's average export tariffs to the US by 23.45pp and boosting export competitiveness...
    Friday 13 February 2026
    SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race
    SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News,...
    Friday 13 February 2026
    Display makers exit old LCD plants as chipmakers hunt cleanrooms
    Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
    Friday 13 February 2026
    Naura rises to No. 5 in global semiconductor equipment rankings

    China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical...

    Friday 13 February 2026
    SEMICON Korea: Samsung pushes hybrid bonding HBM, SK Hynix bets on platform AI
    SEMICON Korea 2026, held in Seoul from February 11–13, brought senior executives from Samsung Electronics and SK Hynix to outline their AI-era memory R&D strategies. Samsung...
    Friday 13 February 2026
    Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
    Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
    Friday 13 February 2026
    Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
    Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...
    Friday 13 February 2026
    Applied beats as AI chip spending nears $1tn tipping point
    On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...
    Friday 13 February 2026
    Why Applied says the AI boom is real—just waiting for more cleanrooms
    Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
    Friday 13 February 2026
    Samsung said to gain 8nm orders in Europe as 2nm plan advances

    Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Ja...

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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