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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    52min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    53min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    53min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    53min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    53min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
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    NEWS TAGGED TESLA
    Thursday 16 April 2026
    Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

    Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

    Wednesday 15 April 2026
    Netherlands approves Tesla FSD, marking a key AI regulatory milestone in Europe
    According to multiple reports, the Netherlands Vehicle Authority (RDW) has officially approved Tesla's full self-driving (FSD) software for use on public roads. This marks the first...
    Sunday 12 April 2026
    Tesla and SpaceX deepen vertical integration push for supply chain control
    Under the leadership of Elon Musk, Tesla and SpaceX have stretched their ambitions across a widening array of industries — from robotaxis and the humanoid robot Optimus to low-Earth-orbit...
    Friday 10 April 2026
    Tesla reportedly turns back to affordable cars as growth slows

    Tesla is developing a new, smaller and lower-cost electric sport utility vehicle, according to people familiar with the matter and the...

    Thursday 9 April 2026
    Nvidia demo highlights China's role in humanoid robot hardware

    Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads...

    Wednesday 8 April 2026
    Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
    Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
    Wednesday 8 April 2026
    Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround
    Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the...
    Friday 3 April 2026
    LG Energy Solution reportedly adopts new battery method for Tesla
    LG Energy Solution has introduced a new "double stack" manufacturing process for prismatic batteries to be supplied to Tesla, according to South Korea's The Elec, as the battery...
    Thursday 2 April 2026
    Taiwan car market shows structural shifts, with Tesla deliveries surging
    Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...
    Wednesday 1 April 2026
    Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand
    Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...
    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Monday 30 March 2026
    India roundup: India resets FDI policy as rising GPU costs reshape AI strategy
    India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions...
    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,...
    Thursday 26 March 2026
    Chinese EV makers edge out Tesla in Europe's budget market
    Europe's new car market posted modest growth in February 2026. BEV and PHEV sales drove the gains, while internal combustion engine (ICE) models continued to lose ground. Chinese automakers...
    Thursday 26 March 2026
    Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift
    Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering...
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    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