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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    Jan 14, 18:38
    China aims to reduce reliance on Japanese photoresists
    Jan 14, 18:37
    Memory price surge drives smartphone panel prices down in 1Q26
    Jan 14, 18:37
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    Jan 14, 18:37
    Grid capacity will be key to AI and industrial competition
    Jan 14, 18:37
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    Jan 14, 18:37
    NEWS TAGGED CHIPS
    Thursday 15 January 2026
    Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

    As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

    Wednesday 14 January 2026
    Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation
    AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg...
    Wednesday 14 January 2026
    US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
    The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a...
    Wednesday 14 January 2026
    BlueField creates storage-powered AI boom, controller market expected to expand
    At CES 2026, Nvidia CEO Jensen Huang showcased plans for next-generation AI-native infrastructure. Aside from its Vera Rubin timeline, Huang introduced the inference context memory...
    Tuesday 13 January 2026
    Nvidia denies requiring Chinese customers to prepay for H200 chips
    Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...
    Tuesday 13 January 2026
    MediaTek nears NT$600B revenue in 2025, eyes automotive and ASIC growth in 2026
    MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99%...
    Tuesday 13 January 2026
    Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
    Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...
    Tuesday 13 January 2026
    Column: IBM's 50-year-old liquid cooling patent shapes today's AI data center cooling
    If today's AI data centers are blazing "powder kegs" of heat, IBM was the visionary that prepared the "fire extinguisher" half a century ago. While Nvidia's top chips now require...
    Tuesday 13 January 2026
    CES 2026 highlights on-device AI as standard, reshaping AI PC architecture
    At CES 2026, AI PCs are accelerating toward widespread adoption with a fundamental shift: AI has evolved from a single feature to the core architecture of entire products. This transformation...
    Monday 12 January 2026
    China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

    Unigroup Guoxin Microelectronics has launched a stock-and-cash deal to acquire control of WeEn Semiconductors, a China-owned power semiconductor...

    Monday 12 January 2026
    Software takes the wheel in automotive industry at CES 2026
    At CES 2026, software-defined vehicles (SDV) transitioned from futuristic concepts to practical realities, signaling a significant evolution in automotive technology. Enhanced autonomous...
    Monday 12 January 2026
    Huawei steps up 2026 smartphone offensive, Pura series targets market share
    Despite ongoing US restrictions on Huawei's access to 5G smartphone chips and Google Mobile Services (GMS), the company has re-established a strong position in China by advancing...
    Monday 12 January 2026
    South Korea accelerates SiC and GaN power chip production with new policy push
    South Korea is stepping up policy support for next-generation power semiconductors as part of a broader push to strengthen domestic chip manufacturing and reduce reliance on overseas...
    Monday 12 January 2026
    Nvidia set to hit US$200 billion revenue milestone on Blackwell and China H200 chip sales
    Nvidia CEO Jensen Huang emphasized strong AI computing demand at CES 2026, showcasing the latest products and technologies while dispelling AI bubble concerns. He highlighted continuous...
    Sunday 11 January 2026
    India advances local chip design ecosystem under incentive scheme, early outputs emerge
    India has made measurable progress in nurturing a domestic semiconductor chip design ecosystem, with early outcomes emerging from government-backed programmes aimed at reducing dependence...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook