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    NEWS TAGGED SILICON
    Monday 9 March 2026
    AW 2026: Advantech sees a way out of physical AI's 'chaos'
    As the industry makes strides toward physical AI, Advantech is asserting its role as not only a hardware provider but as a vital architectural bridge between global silicon giants...
    Sunday 8 March 2026
    SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
    In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Thursday 5 March 2026
    Apple builds US chip supply chain with TSMC and Foxconn
    Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan...
    Thursday 5 March 2026
    Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
    Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
    Wednesday 4 March 2026
    Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
    Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
    Wednesday 4 March 2026
    Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
    A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
    Wednesday 4 March 2026
    Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus
    Apple's latest Mac chips mark a structural shift in its silicon roadmap, introducing a new dual-die "Fusion Architecture" for Pro models and sharpening its focus on on-device AI, even...
    Tuesday 3 March 2026
    MediaTek invests US$90M in SiPh startup Ayar Labs
    MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
    Tuesday 3 March 2026
    Nvidia invests in Lumentum to advance AI optics technology
    Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
    Monday 2 March 2026
    Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

    Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

    Monday 2 March 2026
    Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
    As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
    Thursday 26 February 2026
    Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
    Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...
    Wednesday 25 February 2026
    India's Kaynes Semicon deepens ties with Synopsys in push toward advanced packaging
    Kaynes Semicon, the semiconductor assembly and test arm of Kaynes Technology India Ltd., has adopted engineering simulation software from Synopsys to strengthen its outsourced semiconductor...
    Wednesday 25 February 2026
    AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
    Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook