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    Analysis: Europe's battery independence dream is over: Chinese makers dominate global supply
    Feb 26, 16:13
    Apple's iPhone Fold aims for crease-free display with key panel orders
    Feb 26, 16:13
    Huawei and ByteDance jointly developed RRAM memory to accelerate AI applications
    Feb 26, 16:13
    Apple accelerates US chip supply chain rebuild fuel by TSMC and Foxconn expansion
    Feb 26, 16:13
    Nvidia tops US$100B in profit — but is China still worth the wait?
    Feb 26, 16:13
    Commentary: German BBA price war in China threatens used car residual value system
    Feb 26, 16:12
    NEWS TAGGED CHIPS
    Thursday 26 February 2026
    Nvidia constrained in China as local AI players strengthen market position
    Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
    Thursday 26 February 2026
    US rushing to reshore semiconductor production
    The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...
    Thursday 26 February 2026
    Cloud AI's ripple effect: A comeback for 8-inch wafers

    The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

    Thursday 26 February 2026
    DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
    DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
    Wednesday 25 February 2026
    Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
    As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in...
    Wednesday 25 February 2026
    Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
    Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...
    Wednesday 25 February 2026
    Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
    Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...
    Wednesday 25 February 2026
    US says no H200s were cleared for China since Trump's go-ahead
    Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
    Wednesday 25 February 2026
    Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch
    Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...
    Wednesday 25 February 2026
    Elon Musk recruits South Korean chip talent as HBM sparks global war
    Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
    Tuesday 24 February 2026
    CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
    The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
    Tuesday 24 February 2026
    OpenAI agreement boosts Cerebras’ renewed IPO push
    Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
    Tuesday 24 February 2026
    Intel on edge as Nvidia sells Grace CPU separately to Meta
    Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
    Tuesday 24 February 2026
    AI devours DRAM supply, SK’s Chey expands “monster chip” push

    Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

    Tuesday 24 February 2026
    Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

    Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

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    iTCAjBest AI Awards 2026
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook