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    China chip execs shakeup:Cambricon ex-CTO raises claim to CNY27.832 billion
    9h 56min ago
    Prospects of Chinese automakers building US plants, offers potential supply chain opportunities
    9h 56min ago
    China's AI chip-server champions unite under one chair after scrapped merger
    9h 56min ago
    Micron expands global fabs and calls on Taiwanese suppliers to go overseas
    9h 56min ago
    U.S.-China truce extension lifts 4Q freight rates and tightens capacity
    9h 56min ago
    NEWS TAGGED CLOUD AI
    Thursday 1 October 2026
    China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up
    As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering...
    Thursday 1 October 2026
    ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
    The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
    Monday 14 September 2026
    AI agents drive token use 300-600x, Dell Taiwan says

    Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and...

    Thursday 10 September 2026
    From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

    Introduction

    Wednesday 9 September 2026
    Realtek expands cloud AI push with ASIC and SSD chips
    Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan's Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company...
    Wednesday 9 September 2026
    Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
    Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...
    Wednesday 2 September 2026
    Semicon Taiwan 2026 to test cloud AI investment boom
    Cloud AI capital expenditure continues to shatter market expectations, sparking growing concerns over whether the spending surge is overheating and heading toward a bubble. Semicon...
    Monday 24 August 2026
    Alibaba plans HKD80 billion share placement to fund AI expansion
    Alibaba Group Holding said it plans to raise HKD80 billion (US$10.2 billion) through the placement of newly issued shares to non-US investors outside the US, a move that could bolster...
    Tuesday 18 August 2026
    AI drives power semiconductors into at least a two-year shortage
    The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...
    Thursday 13 August 2026
    Oracle's transformation from enterprise software to AI powerhouse

    Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum's next-generation...

    Wednesday 12 August 2026
    OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

    At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

    Wednesday 12 August 2026
    MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
    The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
    Thursday 6 August 2026
    Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
    Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said...
    Wednesday 5 August 2026
    Cloud AI chipmakers race to secure capacity with long-term deals
    Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no...
    Tuesday 4 August 2026
    MediaTek sees SerDes 448G as copper's final battleground
    The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
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    Research_DB
    BIZ FOCUS
    Oct 1, 08:00
    Speed 3D Showcases On-Device AI Generation with Snapdragon X2 Elite
    Thursday 1 October 2026
    From Excel to Editable Presentations: AI Streamlines Financial Reporting
    Wednesday 30 September 2026
    Hackathon Team Optimizes Urban Evacuation Decision-Making
    Wednesday 30 September 2026
    AI Memory & Storage: The 5th GMIF2026 Innovation Summit Concludes
    Semicon_TW