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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    3h 14min ago
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    3h 14min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    3h 14min ago
    Memory supplier locks in capacity through 2027
    3h 14min ago
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    3h 14min ago
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    3h 14min ago
    NEWS TAGGED CAPACITY
    Tuesday 28 April 2026
    Meta bets on orbit-to-grid solar to power AI infrastructure around the clock
    Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data...
    Tuesday 28 April 2026
    Microsoft's cloud strategy tightens AI compute supply
    Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
    Tuesday 28 April 2026
    LG reportedly plans to expand its India manufacturing footprint
    New Daily reports that LG Electronics has decided to expand its manufacturing footprint in India, with a major investment of about KRW1.4 trillion (approximately US$1.0 billion)...
    Tuesday 28 April 2026
    Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

    Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

    Tuesday 28 April 2026
    US chip packaging capacity to hit 10% by 2032
    The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
    China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
    Tuesday 28 April 2026
    Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
    Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
    Monday 27 April 2026
    DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

    As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to...

    Monday 27 April 2026
    Tmytek expands testing capacity with new high-frequency lab
    As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration...
    Monday 27 April 2026
    DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
    As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
    Monday 27 April 2026
    India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

    India is accelerating its semiconductor ambitions, from Micron Technology's Sanand ramp to new...

    Monday 27 April 2026
    S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets
    S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products...
    Monday 27 April 2026
    NEO Semiconductor advances 3D DRAM with POC validation
    Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years...
    Monday 27 April 2026
    Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
    At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook