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    CONNECT WITH US
    As Nvidia goes to zero in China, Beijing races to fill the void
    1min ago
    Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst
    6min ago
    SEMICON SEA 2026: the trillion-dollar chip era is already here
    10min ago
    South Korea seeks memory-centric AI architecture to challenge Nvidia-led order
    May 4, 17:58
    Tesla’s AI5 dual-source plan may not give Samsung equal weight
    May 4, 17:58
    NEWS TAGGED INVESTMENT
    Tuesday 5 May 2026
    Taiwan's TCC plots European listing as green revenues overtake home market
    Taiwan Cement Corporation (TCC) Group Holdings is evaluating a listing in Europe as it expands its low-carbon cement and green energy businesses across the region. Europe already accounted...
    Tuesday 5 May 2026
    SK Hynix weighs memory plant shift as HBM demand outlook changes

    SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from...

    Monday 4 May 2026
    Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
    Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...
    Monday 4 May 2026
    United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
    United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
    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
    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
    Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification
    As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC...
    Saturday 2 May 2026
    MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel
    Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek...
    Saturday 2 May 2026
    Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
    Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...
    Friday 1 May 2026
    AI chip boom sends Korea exports to record highs, supply crunch deepens

    South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

    Thursday 30 April 2026
    Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
    Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
    Wednesday 29 April 2026
    Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
    Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
    Wednesday 29 April 2026
    TSMC exits Arm investment with US$231 million sale
    TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
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    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