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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    10h 15min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    10h 15min ago
    AI server ODMs face margin pressure as memory costs rise
    10h 15min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    10h 15min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    10h 15min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
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    NEWS TAGGED COMMENTARY
    Tuesday 12 May 2026
    Commentary: Trump-Xi summit may offer China a pause, not a truce

    Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Friday 8 May 2026
    Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

    US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

    Thursday 7 May 2026
    Commentary: The real AI war may be the models nobody sees

    The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

    Thursday 7 May 2026
    Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
    A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.
    Tuesday 5 May 2026
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies...
    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Friday 1 May 2026
    TeraFab is already changing the semiconductor landscape — before a single chip is made
    Elon Musk has a habit of building what he cannot buy.
    Friday 1 May 2026
    Commentary: Honor's robot win highlights thermal edge in robotics
    The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...
    Wednesday 29 April 2026
    Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
    As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
    Wednesday 29 April 2026
    Commentary: At Beijing Auto Show, hardware takes the wheel
    For years, the global auto industry has been enveloped in the promise of the software-defined vehicle. But at the 2026 Beijing International Automotive Exhibition, a more grounded...
    Tuesday 28 April 2026
    Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

    Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

    Tuesday 28 April 2026
    Commentary: What Amap reveals about AI navigation, data control
    AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time...
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    AsiaBAN
    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