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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    8h 43min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    8h 43min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    8h 43min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    8h 43min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    8h 43min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    8h 44min ago
    NEWS TAGGED AMD
    Monday 11 May 2026
    AMD's 2nm defection to Samsung dents TSMC's AI grip
    The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
    Monday 11 May 2026
    OpenAI and chipmakers roll out MRC to prevent AI training slowdowns
    OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at...
    Friday 8 May 2026
    Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
    AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
    Thursday 7 May 2026
    Nvidia, AMD and Intel starve the PC market to feed the AI boom
    The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
    Wednesday 6 May 2026
    Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
    Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...
    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
    Wednesday 29 April 2026
    TSMC exits Arm investment with US$231 million sale
    TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
    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,...
    Friday 24 April 2026
    Taiwan plans 130-hectare industrial zone in Tamsui for science city
    Following Nvidia's decision to establish its overseas headquarters at the Beitou-Shilin Technology Park (BSTP) in Taipei, space constraints in northern Taiwan have prompted Advanced...
    Friday 17 April 2026
    Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

    Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

    Friday 17 April 2026
    CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
    A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...
    Wednesday 8 April 2026
    Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
    Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...
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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