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    China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
    35min ago
    Nvidia sees self-driving cars as a long-term growth engine
    35min ago
    Arm targets China's physical AI market post-strategic restructuring
    37min ago
    NEWS TAGGED INVESTMENT
    Monday 23 March 2026
    Samsung chairman joins Beijing forum as China seeks foreign chip investment

    Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to...

    Monday 23 March 2026
    Taiwan central bank revise 2027 GDP growth upward
    Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
    Monday 23 March 2026
    Uber bet US$1.25 billion on Rivian to scale Robotaxi fleet
    Uber is pushing into autonomous mobility through a multibillion-dollar partnership with Rivian, aiming to deploy tens of thousands of robotaxis across North America and Europe over...
    Friday 20 March 2026
    Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure
    As Taiwan enters round 3.3 of its offshore wind development project, foreign financial institutions have reached relatively high exposure levels. Experts say Taiwan's government should...
    Friday 20 March 2026
    Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
    Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor...
    Friday 20 March 2026
    Amazon founder reportedly eyeing US$100B AI fund to transform manufacturing

    Jeff Bezos is reportedly in early discussions to raise a US$100 billion investment fund aimed at acquiring and modernizing manufacturing...

    Thursday 19 March 2026
    Taiwan turns to Stargate playbook: private capital powers AI infrastructure
    Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
    Thursday 19 March 2026
    SK Hynix posts record pay, R&D, and capex in 2025
    Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...
    Thursday 19 March 2026
    Micron ramps spending as cleanroom constraints cap memory supply
    Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
    Thursday 19 March 2026
    Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
    Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
    Thursday 19 March 2026
    Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty
    Intel's advanced packaging complex in Malaysia is expected to begin operations later this year, Prime Minister Datuk Seri Anwar Ibrahim said, as the company advances its assembly and...
    Wednesday 18 March 2026
    Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks
    Mitsubishi Electric is evaluating a partial stake sale in its automotive components subsidiary, Mitsubishi Electric Mobility, as reports emerge of potential investment discussions...
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Tuesday 17 March 2026
    Samsung cautious on memory expansion amid concerns over 2028 supply glut
    Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
    1/66 pages
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook