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    China's Naura enters global top five semiconductor equipment makers in 2025
    8h 14min ago
    Panel industry’s old factory sales become global trend with semiconductor firms as prime buyers
    8h 14min ago
    TSMC and memory makers boost capex to offset China export restrictions impact
    8h 14min ago
    Memory focus shifts to LPDDR6 and LPW in post-HBM era
    8h 14min ago
    Commentary: Stellantis halts ACC battery plant plans amid EU localization policy rollout
    8h 14min ago
    Analysis: China's AI evolution achieves zero-delay model and chip adaptation
    8h 15min ago
    NEWS TAGGED SILICON
    Thursday 12 February 2026
    Tower Semiconductor revamps strategy after Intel deal collapses
    Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...
    Thursday 12 February 2026
    GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

    GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the "insatiable" demand for AI...

    Thursday 12 February 2026
    SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
    Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
    Thursday 12 February 2026
    Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
    On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
    Tuesday 10 February 2026
    India does the heavy lifting: RISC-V moves into cars and factories
    RISC-V is gaining commercial traction in automotive and industrial electronics, though its adoption remains constrained by execution risk and uneven ecosystem maturity, according to...
    Monday 9 February 2026
    Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

    Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning...

    Monday 9 February 2026
    Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
    Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
    Friday 6 February 2026
    CSPs turn to custom silicon to break Nvidia dependence
    The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
    Friday 6 February 2026
    Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
    Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
    Thursday 5 February 2026
    Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

    Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent...

    Thursday 5 February 2026
    Singapore highlights photonics drive for chip innovation at APE 2026

    Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

    Thursday 5 February 2026
    Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech
    Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...
    Wednesday 4 February 2026
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    Tuesday 3 February 2026
    Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

    China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

    Monday 2 February 2026
    Msscorps eyes annual growth with silicon photonics expansion
    Msscorps held its year-end gathering on February 1, 2026, during which chairman Chi-Lun Liu highlighted the company's two decades of deep expertise in semiconductor testing and analysis...
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    AIEXPO2026
    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
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook