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    Why Tesla does not emphasize AIDV
    Jul 8, 18:54
    Commentary: China's race for AI chip leaves out Nvidia
    Jul 8, 18:54
    Memory shortages hit low-end phone PA shipments; supply chain sees 2027 rebound
    Jul 8, 18:54
    Server ODMs race to expand global capacity as parts shortages linger
    Jul 8, 18:54
    Samsung and SK Hynix may delay hybrid bonding in HBM until HBM5
    Jul 8, 18:54
    NEWS TAGGED MARKET
    Wednesday 17 December 2025
    Korea Lighting pivots from conventional LEDs to bio-opitcal chips, targeting high-value markets
    Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting...
    Wednesday 17 December 2025
    China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

    Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

    Wednesday 17 December 2025
    Memory shortages threaten to cut panel demand in 2026
    Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...
    Wednesday 17 December 2025
    Nvidia H200 volatility disrupts China's SOE compute strategy
    China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
    Wednesday 17 December 2025
    Commentary: Intel's SambaNova move signals AI chip consolidation era
    Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment:...
    Tuesday 16 December 2025
    Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration
    French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy...
    Tuesday 16 December 2025
    Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
    Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...
    Tuesday 16 December 2025
    OLED demand surges, lifting South Korea's display makers to record outlook
    The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are...
    Tuesday 16 December 2025
    Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders
    Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial...
    Tuesday 16 December 2025
    Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders
    Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry experts...
    Tuesday 16 December 2025
    Acer CEO urges firms to boost resilience amid memory price surge
    Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact...
    Tuesday 16 December 2025
    Taiwan's AI exports surge on US demand, Europe emerges as key future market
    Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025,...
    Tuesday 16 December 2025
    Apple braces for DRAM cost surge as Korean suppliers reprice contracts
    Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...
    Tuesday 16 December 2025
    Notebook market may see second consecutive year of seasonal demand distortion in 2026
    The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical...
    Tuesday 16 December 2025
    Japan's $65 Billion Bet: Inside the Government's Semiconductor Revival Plan

    In 1988, Japanese firms controlled 51% of worldwide chip sales, dominating memory production and manufacturing equipment. Fast forward to 2019, and that share had steadily...

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook