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    LG Electronics's three strategies to counter competition from Chinese brands
    4h 32min ago
    China's SeeYA wins Meta’s MR panel order as BOE misses certification
    4h 32min ago
    Qualcomm says HBC memory architecture offers better value than HBM as hyperscalers show interest
    4h 32min ago
    InP enters a capacity race as TCL moves into indium phosphide laser chips
    4h 32min ago
    Taiwan’s semiconductor materials sector sees opportunity in advanced packaging and CPO
    4h 32min ago
    Huawei lifted R&D spending to push AI chips and semiconductor self-reliance
    4h 32min ago
    NEWS TAGGED FORECAST
    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...

    Thursday 13 August 2026
    Column: Forecasting the planet, one foundation model at a time

    Typhoons and extreme heat have dominated headlines since the summer of 2026, while heavy rain and drought have alternated with increasing...

    Thursday 13 August 2026
    PC 2H26 pull-forward correction hits peripheral chip makers
    As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...
    Thursday 13 August 2026
    Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

    Samsung Electronics is set to increase its TV LCD panel purchases in 2026, even as global shipments of TV LCDs are forecast to decline...

    Wednesday 12 August 2026
    Google DeepMind open-sources WeatherNext after hurricane forecast breakthrough
    Google DeepMind said it has open-sourced the code and weights for WeatherNext, its weather AI model that predicted hurricane tracks one day earlier than traditional systems. In research...
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    BIZ FOCUS
    Sep 1, 08:00
    Rising Packaging Complexity Elevates Glass in Semiconductor Manufacturing
    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth
    Monday 31 August 2026
    Tescan Connects Buried Defect Localization to Nanoscale Analysis at SEMICON
    Thursday 27 August 2026
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
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