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    NAND giants target AI inference as South Korean SSD exports surge
    Nov 4, 17:02
    Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders
    Nov 4, 16:59
    AI concerns deepen, but server supply chain demand remains strong
    Nov 4, 16:59
    Commentary: AOI secures long-term supply of InP substrates from China amid tight supply
    Nov 4, 16:59
    CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens
    Nov 4, 16:58
    NEWS TAGGED COLUMNS
    Wednesday 4 November 2026
    Column: Can post-quantum encryption survive AI's next breakthrough?

    Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without...

    Monday 2 November 2026
    Column: Samsung's memory boom reshapes its investment strategy
    Samsung Electronics has never had more capital at its disposal. The company reported operating profit of KRW89.5 trillion (approx. US$67 billion) in the second quarter of 2026 and...
    Sunday 25 October 2026
    Column: Will general-purpose models overtake Physical AI?
    After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained...
    Thursday 15 October 2026
    Column: 3D memory could redraw chip competition, weaken US sanctions on China
    In October 2022, the US Bureau of Industry and Security (BIS) imposed a package of export restrictions on China, including controls on equipment and components for manufacturing 3D...
    Tuesday 13 October 2026
    Column: From 3D NAND to 3D DRAM — how vertical stacking is reshaping memory chip manufacturing
    After 2013, planar NAND flash memory began reaching its scaling limits at the 15–16nm process node. Capacitive coupling between the floating gates of adjacent memory cells increasingly...
    Wednesday 7 October 2026
    Column: Robots have learned to move. They haven't learned to think
    At IROS 2026, one of the world's top robotics conferences, held in Pittsburgh at the end of September, a robot startup's booth featured a dual-arm robot catching, in midair, sticks...
    Tuesday 6 October 2026
    Column: How semiconductors' evolution foretells the rise of AI data centers
    Semiconductors and AI data centers share a striking number of similarities.
    Friday 2 October 2026
    Column: AI benchmarks remain lucrative business
    New AI models arrive every few weeks, and the question of which is better often comes down to the leaderboard. Behind those rankings, evaluation can look like an academic exercise...
    Wednesday 30 September 2026
    Column: Memory and logic collide as AI shifts the balance
    As HBM approaches half the cost of a GPU-HBM CoWoS package, can memory still be viewed as merely a passive component of AI computing? The answer goes back to the "memory wall," a challenge...
    Tuesday 29 September 2026
    Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it
    Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with...
    Tuesday 29 September 2026
    Column: Beyond Zero Trust – why AI supply chain resilience needs a plan B
    Artificial intelligence is rapidly entering enterprise operations, blurring the lines between cybersecurity and supply chain management. In the AI era, Zero Trust is no longer only...
    Monday 28 September 2026
    Column: For physical AI, maps are turning into memory
    A robot that can map a factory floor still cannot necessarily find the box it has been asked to move, or remember what it saw on its last visit. For autonomous robots, building the...
    Monday 21 September 2026
    Column: AI usage patterns may be shifting the case for self-hosted servers

    A new Anthropic threat intelligence report offers an unusual glimpse into how advanced AI systems are being used under heavy, real-world...

    Thursday 17 September 2026
    Column: China tightens rare earth controls, exposing hidden vulnerabilities in Taiwan's supply chain
    China's rare earth export controls are changing the rules governing global critical mineral supply chains. For Taiwan, the real concern is not that China could suddenly halt all exports...
    Tuesday 15 September 2026
    Column: When digital trust breaks — quantum risk rewrites supply chain resilience
    Supply chain resilience was once centred on raw materials, components, factories and logistics. AI, cloud services and the digital economy have expanded the risk perimeter. Companies...
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    BIZ FOCUS
    Nov 3, 08:00
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results