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Saturday 2 May 2026

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...

Friday 1 May 2026

AI chip boom sends Korea exports to record highs, supply crunch deepens

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

Thursday 30 April 2026

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026

South Korea's OLED share rebounds to 68.7% in 2025

South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...

Thursday 30 April 2026

LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility

South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies...

Thursday 30 April 2026

Samsung highlights stable 4nm tech as AI, automotive demand grow

Samsung Electronics is emphasizing the maturity and yield stability of its 4nm FinFET process as it seeks to secure more foundry customers, amid rising demand for larger and more complex...

Thursday 30 April 2026

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...

Thursday 30 April 2026

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...

Thursday 30 April 2026

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...

Wednesday 29 April 2026

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...

Wednesday 29 April 2026

Seagate sees agentic AI beginning to lift HDD demand

Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...

Wednesday 29 April 2026

Data center power and cooling overhaul will reshape global AI infrastructure

Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...

Wednesday 29 April 2026

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

On April 28, Nvidia introduced Nemotron 3 Nano Omni, a new open multimodal AI model designed to simplify the development of agent-based systems by combining vision, audio, and language...

Wednesday 29 April 2026

NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments

NetApp signed a four-year enterprise agreement with Google Cloud to expand their collaboration and accelerate deployment of NetApp storage solutions on Google Distributed Cloud within...

Wednesday 29 April 2026

NXP beats expectations and lifts outlook on improving chip demand

NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook