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    Former TSMC exec theft highlights IP security
    2h 53min ago
    Alibaba and Baidu price hikes reveal AI token economy shift
    2h 53min ago
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    2h 53min ago
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    2h 53min ago
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    2h 53min ago
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    2h 53min ago
    NEWS TAGGED MARKET
    Thursday 19 March 2026
    SK Hynix posts record pay, R&D, and capex in 2025
    Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...
    Thursday 19 March 2026
    Micron ramps spending as cleanroom constraints cap memory supply
    Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
    Thursday 19 March 2026
    Amazon's Trainium 3 rumors clash with supplier optimism
    Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
    Thursday 19 March 2026
    Foldable phone shipments may near 30 million in 2026 as Apple enters market
    Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...
    Thursday 19 March 2026
    Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
    Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
    Thursday 19 March 2026
    Column: OpenClaw pulls AI from cloud to the edge
    OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
    Thursday 19 March 2026
    As Chinese automakers push overseas, Western suppliers reclaim upper hand

    Buffeted by a slower-than-expected shift toward vehicle electrification and electronic architectures—along with the crosscurrents...

    Thursday 19 March 2026
    Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
    At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    BYD slides as foreign automakers reclaim ground in China
    China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among...
    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 19 March 2026
    Samsung strike vote nears, DS and DX divisions clash over bonuses
    As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
    Thursday 19 March 2026
    Hormuz blockade triggers domino effect across semiconductor supply chain
    Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
    Thursday 19 March 2026
    Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport
    Acer ITS is making inroads into the so-called "healing economy" market through micro-payment solutions, according to company president Ming-feng Yu. These cover new opportunities in...
    Wednesday 18 March 2026
    Nvidia partners with chipmakers to advance industrial robotics
    At Nvidia's GTC 2026 conference, major chipmakers — including Texas Instruments (TI), Infineon Technologies AG, NXP Semiconductors, Analog Devices (ADI), and Synopsys —...
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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