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    Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes
    14min ago
    Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
    25min ago
    NEWS TAGGED OPINION
    Wednesday 18 February 2026
    Analysis: 2nm shifts chipmaking from scaling to chiplet integration

    The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance...

    Wednesday 18 February 2026
    DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus
    TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...
    Wednesday 18 February 2026
    Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
    As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...
    Monday 16 February 2026
    Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
    In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...
    Sunday 15 February 2026
    Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
    The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...
    Sunday 15 February 2026
    Column: Trump's US$1.5T defense dream hits rust-belt reality
    US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's...
    Saturday 14 February 2026
    Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
    One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
    Friday 13 February 2026
    Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
    The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain...
    Friday 13 February 2026
    Analysis: China's AI models and chips align on day one

    China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

    Friday 13 February 2026
    Display makers exit old LCD plants as chipmakers hunt cleanrooms
    Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
    Friday 13 February 2026
    Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs
    The European Commission plans to unveil its "localization ratio" policy by late February 2026 to shape Europe's manufacturing sovereignty. Yet Stellantis's abrupt halt to construction...
    Friday 13 February 2026
    Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
    Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...
    Thursday 12 February 2026
    Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
    Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies...
    Thursday 12 February 2026
    Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
    Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic...
    Thursday 12 February 2026
    Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
    As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...
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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
    iMetricjVeeam Q1 E2E Cyber V ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook