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    US Justice Department probes Nvidia-Groq deal over antitrust concerns
    6min ago
    NEWS TAGGED FORECAST
    Thursday 10 September 2026
    ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out
    ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...
    Thursday 10 September 2026
    TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

    TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated...

    Wednesday 9 September 2026
    Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%
    Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the...
    Wednesday 2 September 2026
    Global smartphone industry, 2Q 2026

    Introduction

    Tuesday 1 September 2026
    SEMI lifts 2028 wafer fab equipment forecast to US$220 billion
    SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced...
    Tuesday 1 September 2026
    Luxnet eyes orders through 2028, DCI revenue set to double in 2027
    AI-driven demand for optical transceiver modules is rising rapidly, and LuxNet said its business in the second half of 2026 will grow sharply from the first half. With capacity coming...
    Friday 28 August 2026
    Nvidia's upbeat outlook points to tighter AI supply chains ahead
    Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
    Thursday 27 August 2026
    Moody's lifts South Korea GDP forecast on hard-to-replace memory chips
    Moody's has sharply raised its forecast for South Korea's 2026 economic growth to 3.5%, saying the country's semiconductor boom and export strength will last longer than expected and...
    Thursday 27 August 2026
    Nvidia caps its own growth at 70% because that is all the supply it can secure
    Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...
    Monday 24 August 2026
    Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory
    ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...
    Thursday 20 August 2026
    AI boom lifts Taiwan tax revenue forecast to record NT$3.52 trillion in 2027
    Taiwan's government expects central tax revenue to reach NT$3.522 trillion in 2027, up 42% from the 2026 budget estimate, driven by continued growth in AI-related manufacturing and...
    Monday 17 August 2026
    E Ink cuts 2026 outlook as signage gains momentum

    E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

    Monday 17 August 2026
    Appier lifts FY26 outlook after record second-quarter revenue, margin gains
    Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
    Friday 14 August 2026
    Cerebras raises 2026 outlook as hardware sales weaken
    AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...
    Thursday 13 August 2026
    China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

    China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

    1/12 pages
    BIZ FOCUS
    Sep 10, 08:00
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
    Tuesday 8 September 2026
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    reportAIglasses