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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    6h 19min ago
    Memory price surge intensifies NB shortage through 2026
    6h 19min ago
    Commentary: What's the real game behind Arm's chip venture?
    6h 19min ago
    Chinese automakers face challenges in Mexico despite initial success
    6h 19min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    6h 19min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    6h 19min ago
    NEWS TAGGED DATA CENTER
    Wednesday 1 April 2026
    GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
    In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    Tuesday 31 March 2026
    Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
    Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
    Tuesday 31 March 2026
    Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
    Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
    Monday 30 March 2026
    China's chip equipment and supply chain scale up on AI demand, look overseas
    SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.
    Saturday 28 March 2026
    Arm enters AI cloud CPU market with limited impact on IC design clients
    Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

    Friday 27 March 2026
    Adani reportedly in talks with Meta and Google to expand data center push in India
    Indian conglomerate Adani Group is advancing plans to expand its data center business, holding preliminary talks with global technology firms including Meta Platforms and Google, according...
    Thursday 26 March 2026
    Chief Telecom to invest over NT$3 billion in fourth AI data center at Central Taiwan Science Park
    Chief Telecom announced on March 24 that its board of directors has approved an investment exceeding NT$3 billion (US$93.5 million) to build a fourth AI data center in the Central...
    Thursday 26 March 2026
    Nvidia and SLB expand AI infrastructure collaboration with global implications
    SLB and Nvidia expanded a technology collaboration to design and deploy modular AI infrastructure and domain-specific models for the energy industry, promising faster deployment, lower...
    Thursday 26 March 2026
    Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact
    Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference...
    Thursday 26 March 2026
    Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers
    Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra...
    Thursday 26 March 2026
    Four reasons that Aspeed dominates the BMC chip market
    As Taiwan-based IC design firms face declining global market share due to China, Taiwan's Aspeed stands out by dominating the baseboard management controller (BMC) chip sector.
    Thursday 26 March 2026
    Broadcom to mass-produce 400G single-lane PAM4 DSP by 2027, vows to maintain lead
    Broadcom recently announced that it completed development of a 400G single-lane PAM4 digital signal processor (DSP) at the Optical Fiber Communication Conference (OFC) 2026, signaling...
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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