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    NEWS TAGGED CHIPS
    Thursday 5 March 2026
    PC chip orders pull forward, blurring the 2026 seasonal cycle

    In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

    Thursday 5 March 2026
    Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
    Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
    Thursday 5 March 2026
    Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

    In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

    Thursday 5 March 2026
    Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
    On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
    Wednesday 4 March 2026
    ASML seeks new growth in AI packaging beyond EUV monopoly

    ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades...

    Wednesday 4 March 2026
    Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus
    Apple's latest Mac chips mark a structural shift in its silicon roadmap, introducing a new dual-die "Fusion Architecture" for Pro models and sharpening its focus on on-device AI, even...
    Wednesday 4 March 2026
    Apple unveils M5-powered MacBook Pro and MacBook Air with higher storage and AI focus
    Apple refreshed its Mac lineup with M5-powered MacBook Pro and MacBook Air models, signaling a deeper push into on-device artificial intelligence and higher baseline specifications...
    Tuesday 3 March 2026
    US Congress and industry clash over new semiconductor security mandates
    The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the...
    Tuesday 3 March 2026
    MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
    At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips...
    Tuesday 3 March 2026
    Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
    Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...
    Monday 2 March 2026
    AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
    AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
    Monday 2 March 2026
    Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
    According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...
    Monday 2 March 2026
    Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

    Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its...

    Monday 2 March 2026
    Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

    Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most...

    Sunday 1 March 2026
    Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
    Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
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    Research Report Database
    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