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    AI shift to inference boosts CPU server demand across the supply chain
    9min ago
    Huawei targets 2027 glass substrate production to gain an edge in AI chips
    18min ago
    NXP posts strong 2Q as investors remain cautious on chip outlook
    18min ago
    Column: Taiwan suppliers map entry into the US Space Force supply chain
    Jul 28, 18:30
    Samsung plans 2 nm GAA base die for HBM5 to boost AI memory speed
    Jul 28, 18:30
    AI demand squeezes memory supply, pressuring PC and TV markets
    Jul 28, 18:30
    China's GenAI race shifts to open source ecosystems
    Jul 28, 18:30
    Alibaba Cloud and Huawei quickly adapt Kimi K3 after open-source release
    Jul 28, 18:30
    NEWS TAGGED IC MANUFACTURING
    Wednesday 29 July 2026
    From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

    A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor...

    Wednesday 29 July 2026
    Powertech posts record second-quarter revenue and targets a 2026 sales high
    Powertech Technology reported second-quarter 2026 revenue of NT$23.116 billion, up 8.5% from the previous quarter and 28% from a year earlier. The Taiwan-based memory and testing provider...
    Wednesday 29 July 2026
    AI, memory clients lock in long-term orders for Leading Technology
    Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...
    Wednesday 29 July 2026
    Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain
    AI demand is driving a sharp rise in inquiries about 3D IC, but some in South Korea say the new technology is unlikely to become a fresh growth engine for Samsung Electronics and SK...
    Tuesday 28 July 2026
    Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC says JASM staff safe, recovery underway
    A powerful earthquake struck Japan's Kyushu region at 4:27 p.m. on July 28. The Japan Meteorological Agency initially estimated the quake at magnitude 7.1 with a depth of 6.2 miles...
    Tuesday 28 July 2026
    Display industry earnings season shifts spotlight from panel prices to transformation strategies

    Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

    Tuesday 28 July 2026
    China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment
    China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor...
    Tuesday 28 July 2026
    Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge
    Generative AI is reshaping the semiconductor and electronics industries while redefining how global supply chains divide roles across design, manufacturing, infrastructure, and app...
    Tuesday 28 July 2026
    Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
    Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
    Tuesday 28 July 2026
    Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
    Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
    Tuesday 28 July 2026
    Apple, Micron's clash over CXMT puts White House in the middle
    Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed...
    Tuesday 28 July 2026
    EYEQ Lab completes 200mm SiC line validation with yield above 90%

    South Korean power semiconductor maker EYEQ Lab has completed mass-production validation of its dedicated 8-inch, or 200mm, silicon carbide...

    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    AI Summit Seoul