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    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
    9h 17min ago
    STMicro and Huahong Grace begin local production of M32 MCUs in China
    9h 17min ago
    Broadcom expects optical communication supply chain capacity issues to ease by 2027
    9h 17min ago
    Rising Middle East conflict pressures tungsten supply in semiconductor materials
    9h 17min ago
    US blocks Tianma's patent challenge against LG Display citing foreign govt influence
    9h 17min ago
    Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
    9h 17min ago
    NEWS TAGGED CLOUD AI
    Monday 23 March 2026
    Arm targets China's physical AI market post-strategic restructuring
    Widely known for its mobile IP business, Arm has recently accelerated its push into the physical AI segment in China, following its expansion into the data center market and a strategic...
    Monday 23 March 2026
    Commentary: CPO mass production put to test as photonic integration faces challenges
    Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
    Friday 20 March 2026
    MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards
    Nvidia GTC 2026 and the Optical Fiber Communication Conference (OFC) have underscored the growing importance of optical communication in cloud AI, with chipmakers playing an increasingly...
    Friday 20 March 2026
    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Saturday 14 March 2026
    DRAM maker Nanya's custom AI memory gains traction with 10+ clients
    AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra...
    Thursday 12 March 2026
    Taiwan IC designers in rack-level AI delivery

    Introduction

    Thursday 12 March 2026
    Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud
    Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise...
    Tuesday 10 March 2026
    HPE beats earnings expectations as networking strength offsets cloud softness
    Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Wednesday 4 March 2026
    Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

    The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

    Tuesday 3 March 2026
    MediaTek invests US$90M in SiPh startup Ayar Labs
    MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
    Tuesday 24 February 2026
    Analysis: MediaTek’s long game in cloud silicon
    MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...
    Thursday 29 January 2026
    Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus
    Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...
    Tuesday 27 January 2026
    Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
    T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry...
    1/7 pages
    New Power WorldWide 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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook