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    How Taiwan’s PCB giants are de-risking the supply chain
    9h 37min ago
    Singapore's small nation strategy offers new insights for Taiwan's tech industry
    9h 38min ago
    PC chip makers expect seasonal demand to vanish in 2026 amid early stocking
    9h 38min ago
    Alibaba's Jack Ma highlights societal challenges under
    9h 41min ago
    Commentary: HBM hybrid bonding equipment faces intense competition; adoption will take time
    9h 41min ago
    US tech giants sign power pledge to address AI energy crunch
    9h 41min ago
    NEWS TAGGED INFRASTRUCTURE
    Wednesday 4 March 2026
    Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

    Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

    Wednesday 4 March 2026
    IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand
    Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other...
    Wednesday 4 March 2026
    Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
    A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
    Wednesday 4 March 2026
    Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

    The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

    Wednesday 4 March 2026
    South Korean startups propose charging hubs as AI computing resources, battery-free smart cities
    South Korea's vibrant startup ecosystem is advancing the country's smart city ambitions through AI-driven infrastructure. Uniqconn—a CES 2026 Innovation Awards Honoree—and...
    Tuesday 3 March 2026
    Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
    As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...
    Tuesday 3 March 2026
    Apple reportedly explores Google Cloud to power next-generation Siri

    Apple is in discussions with Google about hosting a new version of Siri in Google's data centers, a move that could significantly deepen...

    Tuesday 3 March 2026
    TSMC to lead SiPh equipment and materials localization in Taiwan
    Taiwan President Ching-te Lai stated on March 2 that one of the government's core policy goals for 2026 is to boost the economy by fully promoting the country's AI major infrastructure...
    Tuesday 3 March 2026
    Nvidia invests in Lumentum to advance AI optics technology
    Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Monday 2 March 2026
    Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services
    US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and...
    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Monday 2 March 2026
    Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
    According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...
    Monday 2 March 2026
    Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
    AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
    Monday 2 March 2026
    Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

    Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its...

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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook