中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    3min ago
    Nvidia, Corning partner to boost US optical manufacturing capacity 10x
    8min ago
    Arm's licensing surge masks smartphone market slowdown
    8min ago
    Exclusive: Chinese automakers lead in zonal E/E architecture, but geopolitics could hinder global rollout
    May 6, 19:07
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    China, US AI capex gap persists amid token prices surge
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    Commentary: Big Fund bets on DeepSeek as China, the US shift AI rivalry to hidden models
    May 6, 19:06
    Samsung and SK Hynix China staff reportedly seek higher bonuses
    May 6, 19:06
    NEWS TAGGED INFRASTRUCTURE
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
    Thursday 7 May 2026
    Memory hikes slow telecom orders, but network chipmakers stay upbeat
    Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
    Thursday 7 May 2026
    EU joins telecom coalition as 6G rivalry with China intensifies

    The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led...

    Wednesday 6 May 2026
    AI networking surge pushes Lumentum to record growth

    The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    Seetel secures JC-STAR dual certification to enter Japan energy storage market
    Taiwan startup Seetel New Energy announced on May 5 that its self-developed energy management and battery management systems have passed Japan Cyber STAR certification from the Information-technology...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
    Wednesday 6 May 2026
    From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
    Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    Google's TPU push hits Nvidia's neocloud grip

    Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

    Tuesday 5 May 2026
    Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
    The AI spending arms race just got more expensive — and more consequential.
    Tuesday 5 May 2026
    Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth
    Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...
    Monday 4 May 2026
    ADT lands US AI chip deal using Samsung 4nm
    ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...
    Monday 4 May 2026
    DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
    As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...
    1/72 pages
    AsiaBAN
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook