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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    9h 35min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    9h 35min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    9h 36min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    9h 36min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    9h 36min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    9h 36min ago
    NEWS TAGGED SILICON
    Thursday 16 April 2026
    Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

    Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

    Thursday 16 April 2026
    Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

    Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

    Thursday 16 April 2026
    SkyeChip IPO signals Malaysia's push into high-value chip design
    Malaysia-based semiconductor design firm SkyeChip has appointed Maybank Investment Bank and CIMB Investment Bank as underwriters for its planned Main Market listing, according to a...
    Wednesday 15 April 2026
    Taiwan equipment makers ride advanced packaging and SiPh wave
    Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...
    Wednesday 15 April 2026
    Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

    Broadcom and Meta have unveiled a sweeping multi-year, multi-generation partnership aimed at scaling Meta's AI infrastructure, signaling...

    Monday 13 April 2026
    Silicon photonics scaling hits wafer testing bottleneck
    AI demand is pushing data transmission to its limits, making 2026 a critical year for silicon photonics (SiPh) and co-packaged optics (CPO) to move into large-scale deployment. The...
    Monday 13 April 2026
    FormFactor and MPI vie to break SiPh test bottleneck as ficonTEC reportedly exits
    As AI data centers officially enter the silicon photonics (SiPh) era, the industry faces severe challenges in testing accuracy and throughput on the path toward mass production of...
    Saturday 11 April 2026
    Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance
    Samsung's next-generation mobile processor, the Exynos 2700, has appeared in early benchmark tests, offering one of the first real-world signals of how its second-generation 2nm process...
    Saturday 11 April 2026
    Intel unveils ultra-thin GaN chiplet as it advances AI-era systems foundry strategy
    Intel Foundry has announced a breakthrough in gallium nitride (GaN) chiplet technology, unveiling what it describes as the world's thinnest GaN chiplet as part of its broader push...
    Friday 10 April 2026
    MAtek sees record March revenue as AI and silicon photonics boost testing demand
    MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...
    Friday 10 April 2026
    Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing
    Taiwan is stepping up its global semiconductor leadership with a coordinated push into silicon photonics (SiPh) and advanced materials, aiming to meet surging demand for faster, more...
    Friday 10 April 2026
    Intel–Google alliance reframes AI infrastructure around CPUs
    A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the...
    Friday 10 April 2026
    Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
    Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...
    Friday 10 April 2026
    Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
    Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
    Thursday 9 April 2026
    When will CPO actually see mass production?
    The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook