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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    4h 43min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    4h 43min ago
    Middle East conflict drives up electronic industry costs and delays
    4h 43min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    4h 43min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    4h 43min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    4h 43min ago
    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Wednesday 1 April 2026
    China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
    GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
    Wednesday 1 April 2026
    Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand
    Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    China's AI chip demand drives advanced foundry growth amid geopolitical split
    Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...
    Wednesday 1 April 2026
    Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals
    Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip —...
    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    Tuesday 31 March 2026
    MPI probe card lead times stretch to 6 months on AI chip testing surge
    Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...
    Tuesday 31 March 2026
    Flex to acquire Electrical Power Products for US$1.1 billion
    Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands...
    Tuesday 31 March 2026
    MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI
    Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform...
    Tuesday 31 March 2026
    Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

    By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

    Tuesday 31 March 2026
    South Korea invests US$166 million in chip startup Rebellions

    South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

    Tuesday 31 March 2026
    Huawei poaches top scientist as Germany's tenure rules drive talent away
    Huawei has recruited a leading scientist from a German research institute, raising concerns among the German government and academic circles. According to Nikkei Asia, Martin...
    Tuesday 31 March 2026
    DDI price hikes mainly aim to pass on costs, not boost profits
    The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...
    Tuesday 31 March 2026
    Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

    Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

    Tuesday 31 March 2026
    DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand
    On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook