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    Airbus sees profit nearly double by 2029 as production capacity rises
    2h 29min ago
    Google raised capex outlook as compute demand stayed tight, boosting Foxconn
    2h 29min ago
    Xi'an Eswin Materials tops 1 million 12-inch wafer sales and output per month
    2h 29min ago
    Rapidus builds a full semiconductor ecosystem in Hokkaido
    2h 29min ago
    TSMC’s Arizona expansion moved past its initial hurdles as fabs and packaging ramped up
    2h 29min ago
    Rising DRAM prices squeeze EV supply chains as Chinese automakers face cost pressure
    2h 47min ago
    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Thursday 23 July 2026
    Moonshot AI model challenges EDA moat with 2-day chip design
    China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...
    Thursday 23 July 2026
    STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
    STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
    Thursday 23 July 2026
    Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck
    Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...
    Thursday 23 July 2026
    Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
    The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
    Thursday 23 July 2026
    SEMICON Taiwan 2026 sees record global participation as AI investment accelerates

    Participation in the Global Pavilion at the upcoming SEMICON Taiwan 2026 has reached a new high, with the number of participating countries...

    Thursday 23 July 2026
    Google bets bigger on AI infrastructure as demand signals grow stronger across the board
    Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...
    Thursday 23 July 2026
    China's research ties weaken as UK, Germany and the US expand cross-border papers

    China's research and academic community appears to be drifting away from international collaboration, even as the UK, Germany, and...

    Thursday 23 July 2026
    WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

    Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

    Thursday 23 July 2026
    Commentary: Intel must show real AI orders to prove its turnaround
    Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
    Thursday 23 July 2026
    Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
    Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
    Thursday 23 July 2026
    AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
    Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...
    Wednesday 22 July 2026
    Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
    Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...
    Wednesday 22 July 2026
    Nvidia details Vera CPU for agentic AI workloads
    Nvidia has outlined the design of its Vera CPU, positioning the chip for agentic AI systems that rely heavily on the processor for code execution, tool calls, retrieval, and data handling...
    Wednesday 22 July 2026
    Albany NanoTech Complex acquires ASML High NA EUV tools for chip research
    Parts of ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machine have arrived in New York state, where they will be used for chipmaking R&D....
    Wednesday 22 July 2026
    Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival
    Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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