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    CONNECT WITH US
    China outlines future industries in 15th five-year plan with supply chain focus
    8h 28min ago
    China's Nvidia challengers: Who are the nine Chinese AI chipmakers with over 10,000 shipments?
    8h 28min ago
    Exculsive: YMTC advances into LPDDR5 with engineering samples amid NAND supply stabilization efforts
    8h 28min ago
    Nexperia planned to expand Malaysia packaging capacity to strengthen non-China supply chain
    8h 30min ago
    Price hikes spread across OSAT, memory, and IC design sectors in 2026
    8h 30min ago
    Commentary: What is the Taiwan-US auto tariff talks trying to achive ahead of Lunar New Year
    8h 31min ago
    NEWS TAGGED DATA
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    Research Insights: State governments are vital to US energy sovereignty
    Since taking office, Trump has suspended clean energy subsidies under the Inflation Reduction Act (IRA) and passed the One Big Beautiful Bill Act, creating diverging US green energy...
    Monday 2 February 2026
    India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
    India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Friday 30 January 2026
    SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV
    SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...
    Friday 30 January 2026
    MediaTek and Arm-backed Arbor drives layered growth with AI strategy
    As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...
    Friday 30 January 2026
    Exclusive: Why SpaceX still bets on solar—and what it means for suppliers
    While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain...
    Friday 30 January 2026
    South Korea NAND flash gains strategic role in next-gen AI infrastructure

    With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

    Friday 30 January 2026
    Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system
    Taiwan Power Company (Taipower) announced a net profit of NT$72.9 billion (approx. US$2.32 billion) for 2025, setting a new single-year earnings record and surpassing its previous...
    Thursday 29 January 2026
    Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

    As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

    Thursday 29 January 2026
    Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom
    Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
    Wednesday 28 January 2026
    ASML orders beat expectations as company plans 1,700 layoffs
    ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
    Wednesday 28 January 2026
    Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark
    Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...
    Wednesday 28 January 2026
    Tesla restarts Dojo development with new focus on space AI
    In a recent post on social media, Elon Musk unveiled Tesla's latest roadmap for artificial intelligence chips, declaring that development of the company's AI5 chip was progressing...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook