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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    2h 31min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    2h 32min ago
    Middle East conflict drives up electronic industry costs and delays
    2h 32min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    2h 32min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
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    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
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    NEWS TAGGED TSMC
    Thursday 2 April 2026
    TSMC's US expansion held ransom as JASM takes flight
    TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.
    Thursday 2 April 2026
    TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
    TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive approach. Reportedly, companies...
    Thursday 2 April 2026
    TSMC says COUPE platform set for production as Samsung outlines SiPh push

    TSMC said its COUPE silicon photonics platform is set to enter volume production this year, as rising demand for high-speed interconnects...

    Wednesday 1 April 2026
    TSMC eyes SiPh breakthrough as industry consensus forms
    TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC...
    Wednesday 1 April 2026
    China's AI chip demand drives advanced foundry growth amid geopolitical split
    Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...
    Tuesday 31 March 2026
    Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
    The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
    Tuesday 31 March 2026
    Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology
    Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in...
    Tuesday 31 March 2026
    Jensen Huang unpacks what's behind TSMC's staying power
    Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks,...
    Monday 30 March 2026
    Samsung reportedly aims to begin silicon photonics mass production in 2028
    Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...
    Saturday 28 March 2026
    Can Tesla's Terafab revive US semiconductor manufacturing?
    Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...
    Friday 27 March 2026
    Taiwan reviews National Security Act, targets hybrid threats; no link to TSMC's Wei-jen Lo case

    Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security...

    Friday 27 March 2026
    TSMC prioritises AI, core clients; 3nm capacity remains constrained
    Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
    Thursday 26 March 2026
    Commentary: TSMC chairman exposes three realities behind China's robot FOMO
    When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait...
    Thursday 26 March 2026
    SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die
    SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics'...
    Thursday 26 March 2026
    Taiwan's robotics alliance mobilizes cross-domain resources to tackle aging society needs and compete globally
    Taiwan is accelerating its robotics strategy to address a rapidly aging population and capture emerging global demand, with the Robotics Innovation Alliance (RIA) mobilizing cross-industry...
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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