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    NEWS TAGGED SEMICONDUCTOR
    Tuesday 27 October 2026
    Server CPU shipments to exceed 50 million units in 2027; AMD's server CPU revenue will surpass Intel

    Introduction

    Monday 19 October 2026
    Shipments of high-end cloud AI accelerators, 2027

    Introduction

    Thursday 1 October 2026
    SiC substrate market shows signs of recovery, driven by demand from vehicles, energy and AI infrastructure

    Introduction

    Wednesday 16 September 2026
    Global top-3 memory maker status, 3Q 2026: AI servers drive record memory revenue; SSD, LPDDR upgrades ahead

    Introduction

    Thursday 10 September 2026
    From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

    Introduction

    Wednesday 19 August 2026
    BYD leverages in-house semiconductors to power next phase of automotive intelligence; smart driving chip roadmap moves towards 4nm SoC

    Introduction

    Thursday 6 August 2026
    Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

    Introduction

    Wednesday 5 August 2026
    Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging

    Introduction

    Friday 24 July 2026
    TGV still faces technical barriers; CoPoS commercialization not likely until 2030

    Introduction

    Friday 3 July 2026
    Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

    Introduction

    Friday 3 July 2026
    Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
    DIGITIMES notes that Arista Networks unveiled XPO at The Optical Fiber Communication Conference and Exhibition 2026 (OFC 2026). Unlike CPO, which is associated with more disruptive...
    Friday 5 June 2026
    Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

    Introduction

    Tuesday 2 June 2026
    Display to semiconductor: Panel makers weaponize large glass substrates for FOPLP

    Introduction

    Monday 25 May 2026
    Taiwan, China wafer foundry industry, 2Q 2026: Cross-strait revenues to surge over 25%

    Introduction

    Wednesday 13 May 2026
    Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

    Introduction

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    BIZ FOCUS
    Oct 30, 08:00
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results
    Wednesday 28 October 2026
    CES Asia Unveiled Expands to Hong Kong for CES 2027