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REALTIME NEWS
Inventec sees strong NB and server demand but warns of component-driven margin pressure
ICT
1min ago
Amtran shifts to higher-value products and posts double-digit revenue gains
Displays
6min ago
HTC reports steep April revenue decline as AI smart-glasses push expands overseas
ICT
10min ago
Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea
ICT
12min ago
Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
ICT
15min ago
Nvidia, AMD and Intel starve the PC market to feed the AI boom
ICT
21min ago
China token prices rise while US hyperscalers flood AI infrastructure
ICT
21min ago
Exclusive: Chinese automakers lead in zonal E/E architecture, but geopolitics could hinder global rollout
Tomorrow's Headlines
May 6, 19:07
Chinese semiconductor equipment makers deepen SEA OSAT presence
Tomorrow's Headlines
May 6, 19:07
Singapore chip firms showcase cross-border manufacturing and testing strengths
Tomorrow's Headlines
May 6, 19:06
Commentary: Big Fund bets on DeepSeek as China, the US shift AI rivalry to hidden models
Tomorrow's Headlines
May 6, 19:06
Samsung and SK Hynix China staff reportedly seek higher bonuses
Tomorrow's Headlines
May 6, 19:06
May 7, 08:55
Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
May 7, 08:50
Nvidia, Corning partner to boost US optical manufacturing capacity 10x
May 7, 06:59
Intel targets entry-level advanced packaging, draws interest from Google and Amazon
May 7, 07:00
Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
May 6
VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
LATEST STORIES
7 days news
Anthropic raises Claude usage limits with SpaceX compute deal
May 7, 09:43
ICT
Arm shifts focus to high-value silicon to bypass mobile growth plateau
May 7, 09:28
SEMICONDUCTORS
Arm's licensing surge masks smartphone market slowdown
May 7, 08:50
SEMICONDUCTORS
Supply chain walks pricing tightrope as AI demand lifts costs
May 7, 08:13
ICT
Taipower awaits regulatory review for Nuclear Plant No. 3 restart
Memory hikes slow telecom orders, but network chipmakers stay upbeat
Google, Microsoft, and xAI to give US early access to unreleased AI models
EU joins telecom coalition as 6G rivalry with China intensifies
Taiwan component maker Fositek rides AI server cooling demand
Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends
Automakers face 2029 deadline to deploy quantum-resistant security systems
As AI expands, broadband upgrades fuel growth at Sercomm
OpenAI, Anthropic chase AI consulting firms in new enterprise battle
Snapdragon tops India's chipset trust rankings: Counterpoint Research
Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
Research Insight: AI memory boom squeezes automotive supply, driving costs higher
Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
'Chipflation' hits Samsung, boosts Apple results
AI networking surge pushes Lumentum to record growth
Hyundai's robot ecosystem strategy rejects all-purpose humanoids in favor of application-specific products
Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration
Personal feud between Elon Musk and OpenAI cracks open in court as IPO plans loom
AEM CEO says AI upends semiconductor testing
SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
Taiwan researchers create non-toxic blue-light material that could enable glasses-free 3D displays
Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions
GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
GlobalWafers reports weaker quarter as expansion weighs on margins
VIS sees stronger growth in the AI boom and pricing power
GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
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
MOST-READ
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
TSMC's refusal of ASML's expensive High-NA EUV equipment, explained
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
Qualcomm moves into custom DRAM with CXMT for smartphones
Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
How MediaTek will supply Marvell's next three generations of TPUs
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
Samsung's 2026 labor strike
Samsung Electronics is facing its largest labor escalation in years after unions voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses.
Samsung strike exposes AI-era pay divide, raises HBM supply risks
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
...More
EV
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
Germany now forecast to miss 2030 BEV target as ICE cars remain dominant
Wednesday 6 May 2026
China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift
Wednesday 6 May 2026
Tesla AI5 dual sourcing may not mean equal weight for Samsung
Tuesday 5 May 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
Wednesday 6 May 2026
Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
Tuesday 5 May 2026
Wingtech losses widen on Nexperia dispute, triggering delisting risk
Thursday 30 April 2026
ASIA
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
Wednesday 6 May 2026
VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
Wednesday 6 May 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Explainer: Why Supermicro's margins bounced back — one customer pulled back
Wednesday 6 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
Tuesday 5 May 2026
Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
Tuesday 5 May 2026
TOPICS
SAMSUNG'S 2026 LABOR STRIKE
TSMC UPDATES
THE RISE OF MALAYSIA
EMS WATCH
SPECIAL REPORTS
Monday 4 May 2026
Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.
Tuesday 28 April 2026
China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.
Monday 27 April 2026
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.
NVIDIA and Broadcom both started deploying CPO in swit 2_s.jpg
Monday 27 April 2026
Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.
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