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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    10h 40min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
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    Middle East conflict drives up electronic industry costs and delays
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    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
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    OpenClaw China mirror launched amid ByteDance and Tencent competition
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    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
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    NEWS TAGGED INVESTMENT
    Thursday 2 April 2026
    Intel expands SambaNova stake, governance questions surface

    Intel plans to invest a further US$15 million in AI chip startup SambaNova Systems, lifting its stake to about 9% pending regulatory...

    Thursday 2 April 2026
    Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
    On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
    Thursday 2 April 2026
    TSMC's US expansion held ransom as JASM takes flight
    TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.
    Thursday 2 April 2026
    Samsung upgrades Austin fab, signals dual-track US chip strategy
    Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...
    Thursday 2 April 2026
    Dixon launches India's first homegrown display module fab with broad capacity expansion
    Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater...
    Thursday 2 April 2026
    TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
    TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive approach. Reportedly, companies...
    Wednesday 1 April 2026
    OpenAI raises record US$122 billion, paving way for superapp pivot
    OpenAI has closed a record-breaking US$122 billion funding round, valuing the company at US$852 billion, according to CNBC. The raise — the largest in Silicon Valley...
    Wednesday 1 April 2026
    Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

    Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

    Wednesday 1 April 2026
    Northrop Grumman advances diamond chip for high-power military radar protection
    Northrop Grumman's Microelectronics Center has announced a breakthrough in diamond-based receiver protection components after a device withstood more than 100 watts of power in extreme...
    Wednesday 1 April 2026
    Foxconn advances AI supply chain localization, splitting work between US and Mexico
    Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
    Wednesday 1 April 2026
    Malaysia defends EV policy as BYD weighs assembly pullout
    Malaysia's EV industrial policy is creating tension with foreign automakers, as export-driven and localization rules prompt BYD to reassess a planned plant. At the same time, authorities...
    Wednesday 1 April 2026
    Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
    Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...
    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
    India approves new electronics component projects to deepen domestic supply chain
    India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts...
    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,...

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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