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    Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase
    1min ago
    China outlines future industries in 15th five-year plan with supply chain focus
    2h 14min ago
    China's Nvidia challengers: Who are the nine Chinese AI chipmakers with over 10,000 shipments?
    2h 14min ago
    Exculsive: YMTC advances into LPDDR5 with engineering samples amid NAND supply stabilization efforts
    2h 14min ago
    Nexperia planned to expand Malaysia packaging capacity to strengthen non-China supply chain
    2h 15min ago
    Price hikes spread across OSAT, memory, and IC design sectors in 2026
    2h 16min ago
    Commentary: What is the Taiwan-US auto tariff talks trying to achive ahead of Lunar New Year
    2h 16min ago
    NEWS TAGGED SHIPMENTS
    Monday 2 February 2026
    Taiwan PCB makers vie for AI server market with new 2026 capacity
    As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...
    Sunday 1 February 2026
    China controls 80% of global AI glasses production
    China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...
    Sunday 1 February 2026
    LMOC ramps silicon photonics output with new MOCVD expansion plan
    LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...
    Saturday 31 January 2026
    LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

    LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

    Saturday 31 January 2026
    China claims 64% of ESS battery market as South Korea scrambles to launch a comeback
    The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global...
    Friday 30 January 2026
    Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics
    Taiwan's monthly smartphone shipments surpassed 500,000 units in October and November 2025, largely driven by strong sales of Apple's iPhone 17 series. However, shipments declined...
    Friday 30 January 2026
    Realtek expects networking to drive growth in 2026 amid PC market challenges
    Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...
    Thursday 29 January 2026
    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    Wednesday 28 January 2026
    Apple's iPhone 17 powers a strong quarter as memory costs soar
    Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Wednesday 28 January 2026
    China's TV subsidies lose traction, shipments likely to decline in 2026
    China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...
    Tuesday 27 January 2026
    Nexperia supply crisis eases as Honda and GAC restart three China plants
    Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary...
    Tuesday 27 January 2026
    Samsung doubles down on Galaxy A as Chinese brands take half the market
    Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.
    1/50 pages
    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook