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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    10h 35min ago
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    10h 35min ago
    BYD accelerates in-house chip push with 4nm Xuanji A3
    10h 35min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    10h 35min ago
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    10h 37min ago
    NEWS TAGGED CHIPS
    Monday 3 August 2026
    Amazon deepens OpenAI ties with US$50B AWS expansion
    Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...
    Monday 3 August 2026
    Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization
    DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle...
    Monday 3 August 2026
    xLight bets on EUV light source, eyes ASML deal
    The semiconductor industry is grappling with a supply-demand imbalance as AI-driven demand for advanced-node chips outpaces global capacity by several times, pushing up fab utilization...
    Monday 3 August 2026
    India advances semiconductor ambitions as Visakhapatnam OSAT plant anchors South India packaging push

    India is moving deeper into semiconductor manufacturing with construction beginning on an INR23.87 billion (US$250 million) OSAT facility...

    Monday 3 August 2026
    C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets
    C.C.P. Contact Probes said it has expanded its presence in the AI sector through a joint development project with a major semiconductor company covering microelectromechanical systems...
    Sunday 2 August 2026
    AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS
    Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's...
    Saturday 1 August 2026
    Realtek, Elan, and Parade set the tone for PC chip demand
    As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
    Saturday 1 August 2026
    Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
    NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
    Friday 31 July 2026
    Pegatron chair says AI outlook remains strong, calls for Taiwan application push
    Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...
    Friday 31 July 2026
    Kioxia begins sampling 1TB 3D flash memory for AI devices
    Kioxia has begun shipping samples of 1TB triple-level cell memory devices built with its 9th-generation BiCS FLASH 3D flash memory technology. The move signals faster, lower-cost storage...
    Friday 31 July 2026
    AI strains mature-node and packaging capacity, leaving chip designers with orders but no supply

    AI demand is tightening semiconductor capacity beyond TSMC's advanced nodes, with mature-process foundries and backend packaging providers...

    Friday 31 July 2026
    WAIC 2026 unveils AIDV shift as physical AI gains ground
    DIGITIMES Intelligence said its observations at the 2026 World Artificial Intelligence Conference (WAIC) show the automotive industry's transformation moving from software-defined...
    Friday 31 July 2026
    UMC raises capex to US$2B, eyes AI SiPh
    UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...
    Friday 31 July 2026
    Qualcomm, MediaTek set Sept flagship SoC showdown
    Qualcomm and MediaTek are preparing to unveil their latest 2nm flagship smartphone system-on-chip (SoC) platforms in September 2026, with both brands expected to launch standard and...
    Thursday 30 July 2026
    South Korean chip exports increasingly flow to Taiwan for TSMC packaging amid rising AI demand

    Growing demand for AI chips is sending a larger share of South Korea's semiconductor exports to Taiwan, where Korean-made high-bandwidth...

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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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