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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    Apr 16, 19:31
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    Apr 16, 19:30
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    Apr 16, 19:30
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    Apr 16, 19:30
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    Apr 16, 19:30
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    Apr 16, 19:30
    NEWS TAGGED INVESTMENT
    Friday 17 April 2026
    SK Hynix invests in RISC-V chip designer Semidynamics

    SK Hynix has invested in Semidynamics, a Spanish fabless chip designer, as part of a push to expand its presence in the artificial intelligence...

    Friday 17 April 2026
    Taiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure
    TPK Holding reported a sharp rebound in profitability for the first quarter of 2026, driven by new semiconductor investments and favorable one-off gains.
    Thursday 16 April 2026
    Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars
    Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network...
    Thursday 16 April 2026
    China's homegrown GPU startups gain ground in global AI chip race

    China's domestic GPU industry is entering a new phase of rapid commercialization, as leading startups post strong revenue growth while...

    Thursday 16 April 2026
    Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing
    Taiwan's retreat from China's investment is reshaping global supply chains, prompting companies and governments to reassess industrial ties, trade flows, and economic security. The...
    Thursday 16 April 2026
    Taiwan says core trade objectives unchanged amid US Section 301 probe
    Taiwan's affirmation that its core trade objectives remain unchanged despite a US Section 301 probe has global implications: shifts in tariffs and disputes could affect supply chains,...
    Thursday 16 April 2026
    Analysis: Nvidia links RISC-V to NVLink with SiFive investment

    Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved...

    Thursday 16 April 2026
    Tata steps up iPhone manufacturing investments with fresh capital infusion
    India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role...
    Wednesday 15 April 2026
    PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures
    PX Mart, Taiwan's retail leader, is accelerating its electronic shelf label (ESL) deployment, raising its investment from NT$3-4 billion (US$95-127 million) and shortening the rollout...
    Wednesday 15 April 2026
    Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
    Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
    Wednesday 15 April 2026
    Taiwan's AI chip dominance draws the global spotlight and scrutiny
    Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...
    Wednesday 15 April 2026
    Exein opens Taipei hub with unlimited Taiwan investment, aims to build chip-to-application cybersecurity ecosystem
    Italian embedded cybersecurity firm Exein has opened an Asia-Pacific operations center in Taipei and pledged essentially unlimited investment in Taiwan, a move with implications for...
    Wednesday 15 April 2026
    India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs
    India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery...
    Wednesday 15 April 2026
    Nvidia's RISC-V push shapes cloud AI's three-way architecture race
    Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
    Wednesday 15 April 2026
    Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

    Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

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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