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    China leads nuclear power revival as US and Europe talent and supply chain gaps widen
    2h 11min ago
    Japanese automakers reintroduce US-spec left-hand drive cars to domestic market amid trade tensions
    2h 11min ago
    Samsung's Taylor fab to focus on HPC and automotive chips, foundry clients rise to 121
    2h 11min ago
    Nvidia conducted final verification visits to Samsung's Cheonan packaging plant for HBM4 supply
    2h 12min ago
    Sercomm expects memory shortages and price hikes to last until end of 2026
    2h 12min ago
    OpenClaw surge drives Mac mini shortage in China with high computing costs
    2h 25min ago
    NEWS TAGGED SILICON
    Tuesday 10 March 2026
    Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics
    US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...
    Tuesday 10 March 2026
    MAtek's testing business grows with AI-era chip complexity, but profits fall
    MAtek reported record quarterly revenue in the fourth quarter of 2025 amid rising outsourced demand for materials analysis and reliability assurance, but net income after tax declined...
    Monday 9 March 2026
    AW 2026: Advantech sees a way out of physical AI's 'chaos'
    As the industry makes strides toward physical AI, Advantech is asserting its role as not only a hardware provider but as a vital architectural bridge between global silicon giants...
    Sunday 8 March 2026
    SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
    In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Thursday 5 March 2026
    Apple builds US chip supply chain with TSMC and Foxconn
    Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan...
    Thursday 5 March 2026
    Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
    Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
    Wednesday 4 March 2026
    Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
    Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
    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
    Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus
    Apple's latest Mac chips mark a structural shift in its silicon roadmap, introducing a new dual-die "Fusion Architecture" for Pro models and sharpening its focus on on-device AI, even...
    Tuesday 3 March 2026
    MediaTek invests US$90M in SiPh startup Ayar Labs
    MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
    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...
    Monday 2 March 2026
    Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

    Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

    Monday 2 March 2026
    Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
    As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
    Thursday 26 February 2026
    Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
    Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...
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    New Power WorldWide 2026
    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