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    Taiwan equipment makers ride advanced packaging and SiPh wave
    13min ago
    Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
    17min ago
    South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
    32min ago
    NEWS TAGGED GEOWATCH
    Tuesday 17 March 2026
    As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain
    As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...
    Tuesday 17 March 2026
    Middle East conflict and Section 301 put manufacturers in a double bind
    Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
    Tuesday 17 March 2026
    China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?
    Chinese foundry Hua Hong Semiconductor is reportedly preparing a 7nm chip manufacturing process, a development that could mark a significant shift for China's second-largest contract...
    Monday 16 March 2026
    AI boom fuels cargo surge at Taoyuan Airport's free trade zone
    Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...
    Monday 16 March 2026
    Taiwan OSAT firms log double-digit annual growth despite slow season
    Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
    Friday 13 March 2026
    War engulfs the Gulf: worst aviation crisis since Covid
    The war in the Middle East has triggered the most severe disruption to Gulf aviation hubs since the Covid-19 pandemic, forcing airlines to suspend flights and reroute global travel...
    Friday 13 March 2026
    ByteDance's overseas chip play puts Washington in a bind
    ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...
    Thursday 12 March 2026
    US-Iran clash seen as short-term shock as markets look toward possible de-escalation
    The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets...
    Wednesday 11 March 2026
    India eases investment rules for border countries, signaling cautious economic thaw with China
    India has relaxed parts of its foreign direct investment screening rules for neighboring countries, including China, in a move aimed at boosting manufacturing while maintaining safeguards...
    Wednesday 11 March 2026
    China reportedly accelerating nuclear expansion while Western revival faces structural challenges

    The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest...

    Wednesday 11 March 2026
    Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates
    The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese...
    Tuesday 10 March 2026
    Chinese satellite images reveal US military buildup in Middle East
    Chinese geospatial intelligence firm MizarVision has drawn scrutiny after publishing high-resolution commercial satellite imagery tracking US military aircraft and naval assets involved...
    Monday 9 March 2026
    US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

    Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

    Monday 9 March 2026
    China warns Nexperia dispute could trigger new global chip shortage
    China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...
    Monday 9 March 2026
    Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

    Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook