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    D-Wave pursues dual-track quantum strategy to face challenges from IBM, Google
    0min ago
    Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders
    1min ago
    Qualcomm, MediaTek, Apple dominate smart glasses processor race
    1min ago
    Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
    2min ago
    Germany pivots to Korean chipmakers as Intel retreats
    2min ago
    South Korea eyes X-ray lithography in response to ASML's EUV grip
    2min ago
    Analysis: China's AI model race tightens into a three-way contest
    3min ago
    Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
    3min ago
    Sumitomo Bakelite to acquire Kyocera unit, paving way for Chang Wah expansion
    3min ago
    Taiwan's top talent pivots to healthcare, eyeing TSMC-style success
    4min ago
    Research insight: Blue Origin's TeraWave bets on space-based optical backhaul
    4min ago
    Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
    4min ago
    China outlines future industries in 15th five-year plan with supply chain focus
    Feb 2, 19:22
    China's Nvidia challengers: Who are the nine Chinese AI chipmakers with over 10,000 shipments?
    Feb 2, 19:22
    Exculsive: YMTC advances into LPDDR5 with engineering samples amid NAND supply stabilization efforts
    Feb 2, 19:22
    Nexperia planned to expand Malaysia packaging capacity to strengthen non-China supply chain
    Feb 2, 19:20
    Price hikes spread across OSAT, memory, and IC design sectors in 2026
    Feb 2, 19:20
    Commentary: What is the Taiwan-US auto tariff talks trying to achive ahead of Lunar New Year
    Feb 2, 19:20
    NEWS TAGGED INVESTMENT
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    SMIC reportedly sets up advanced packaging research institute in Shanghai
    As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with...
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    ByteDance races to capture closing AI window as Doubao scales up
    ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new...
    Monday 2 February 2026
    National Aerospace Fasteners begins phase two expansion in Malaysia, targets 1H28 operation with smart manufacturing
    Taiwan-based National Aerospace Fasteners Corporation (Nafco) held a groundbreaking ceremony on January 30, 2025, for its second-phase expansion at its production base in Malaysia...
    Monday 2 February 2026
    CviLux launches public tender offer for Cystek Electronics to enter power semiconductor sector
    Taiwan-based CviLux Corp announced on January 30, 2026, that, following a board resolution, it will publicly acquire up to 5,191,000 shares of Cystek Electronics, representing approximately...
    Monday 2 February 2026
    Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
    Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Saturday 31 January 2026
    "Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

    Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

    Saturday 31 January 2026
    LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

    LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

    Friday 30 January 2026
    KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

    US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

    Friday 30 January 2026
    Taiwan pledges full US cooperation to build new non-China supply chain
    On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
    Friday 30 January 2026
    Exclusive: Why SpaceX still bets on solar—and what it means for suppliers
    While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain...
    Friday 30 January 2026
    GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions
    Following Intel's major global wafer fab plan cuts, including halting projects in Germany and Poland, GlobalFoundries (GF) and STMicroelectronics (ST) have faced fresh scrutiny over...
    Friday 30 January 2026
    Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies
    Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment...
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    aiexpo2026
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook