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    Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea
    May 20, 20:14
    China tightens solar policy to cull excess TOPCon capacity
    May 20, 20:14
    Taiwan retains control of the AI server ecosystem, but for how long?
    May 20, 20:14
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    May 20, 20:14
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    May 20, 20:14
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    May 20, 20:14
    Home Tech Semiconductors
    May 20
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    ASML to deliver first High-NA chips within months despite cost concerns
    May 20
    China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
    May 20
    Samsung braces for major strike after bonus talks collapse
    May 20
    AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
    May 20
    MORE NEWS
    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    May 21, 10:52
    Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
    Samsung labor dispute adds pressure to memory chip market
    May 21, 10:36
    Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    May 21, 10:14
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    May 21, 09:30
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.
    US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions
    May 21, 08:14

    The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry. The restrictions specifically target two facilities within the Hua Hong Group, including its subsidiary Huali Microelectronics, which US officials believe are being positioned to scale China's most sophisticated logic nodes.

    OSE targets AI server SMT growth as memory demand lifts outlook
    May 21, 08:14
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.
    SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US
    May 21, 08:14

    China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai Electronic Materials International Supply Chain, in what market observers view as more than a conventional materials procurement platform.

    FII challenges Broadcom and Nvidia as CPO race shifts to system integration
    May 21, 08:14
    As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.
    China memory supplier Biwin's AI photonics funding raises questions about strategy and risk
    May 21, 08:14
    China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
    AI server demand tightens passive component supply, lifting Taiwanese suppliers' share
    May 21, 08:13
    Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.
    TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
    May 21, 08:13
    Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsung still has a long way to go.
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    INTERVIEWS
    Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck
    As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.
    SPECIAL REPORTS
    Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand
    Wi-Fi 7 upgrades and cost pressures coexist as Taiwanese Wi-Fi router shipments rose 1.1% sequentially in the first quarter of 2026.
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    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
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