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    Exclusive: Chinese automakers lead in zonal E/E architecture, but geopolitics could hinder global rollout
    2h 58min ago
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    2h 58min ago
    China, US AI capex gap persists amid token prices surge
    2h 59min ago
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    2h 59min ago
    Commentary: Big Fund bets on DeepSeek as China, the US shift AI rivalry to hidden models
    2h 59min ago
    Samsung and SK Hynix China staff reportedly seek higher bonuses
    2h 59min ago
    NEWS TAGGED SILICON
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
    Tuesday 5 May 2026
    Onsemi says China remains a strong market despite softer passenger vehicle volumes
    Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...
    Tuesday 5 May 2026
    Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
    Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    GUC and Wiwynn partner for next-generation AI system infrastructure

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced a strategic technical collaboration with Wiwynn, an innovative cloud IT infrastructure provider...

    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Saturday 2 May 2026
    Qualcomm says Samsung chip share remains above 70% despite Exynos push
    Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
    As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
    Monday 27 April 2026
    What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
    The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
    Sunday 26 April 2026
    JDI accelerates exit from LTPS, reshaping automotive display panel landscape
    Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook