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    AI's 1.6T shift turns InP into optical supply chain bottleneck
    7min ago
    Yageo's Pierre Chen says AI hardware boom is lifting passive component demand
    26min ago
    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Monday 4 May 2026
    Realtek sees PC revenue growth despite 2026 shipment decline
    Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models...
    Monday 4 May 2026
    TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
    Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
    Monday 4 May 2026
    L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics
    Larsen & Toubro's semiconductor unit, L&T Semiconductor Technologies, has joined imec's Automotive chiplet Program. The participation is expected to drive collaboration on...
    Monday 4 May 2026
    Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
    Realtek reported first-quarter results on April 30, saying revenue rose to NT$36.42 billion (US$1.15 billion), driven by early customer pull-in orders that boosted demand into the...
    Monday 4 May 2026
    Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
    Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
    Monday 4 May 2026
    India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

    India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

    Monday 4 May 2026
    AI data center demand boosts IDM growth in industrial market
    Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
    Monday 4 May 2026
    China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
    China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...
    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Saturday 2 May 2026
    Qualcomm says Samsung chip share remains above 70% despite Exynos push
    Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
    Saturday 2 May 2026
    Onsemi expands collaboration with NIO to support 900V EV platforms
    Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed,...
    Thursday 30 April 2026
    Google's split TPU chips signal shift from universal to specialized AI accelerators
    Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....
    Thursday 30 April 2026
    MetaX GPU revenue jumps 75%, losses narrow on AI demand
    China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
    Thursday 30 April 2026
    Memory crunch squeezes smartphone SoC market as Samsung gains share

    Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

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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