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REALTIME NEWS
China carmakers explore subscription and modular models as answer to car graveyards
Tomorrow's Headlines
7h 8min ago
Qualcomm shifts toward data center chips as AI demand squeezes memory supply
Tomorrow's Headlines
7h 8min ago
Samsung DRAM profit lead exposes a new HBM battleground
Tomorrow's Headlines
7h 9min ago
Chinese one-time car model draws in Taiwanese electronics and chip suppliers
Tomorrow's Headlines
7h 9min ago
Samsung 4nm yield reportedly tops 80% as foundry and memory recovery gains steam
Tomorrow's Headlines
7h 9min ago
Win Semiconductors says GaAs and InP supply remains sufficient
Tomorrow's Headlines
7h 10min ago
Apr 30
COMPLIMENTARY
Meta's 1Q26 earnings redraw the AI hardware map
Apr 30
Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity
Apr 30
COMPLIMENTARY
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Apr 30
COMPLIMENTARY
SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy
Apr 30
Samsung memory buyers lock in longer deals as 2027 demand comes early
LATEST STORIES
7 days news
Commentary: Honor's robot win highlights thermal edge in robotics
May 1, 00:05
COMMENTARY
AGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation
Apr 30
ICT
Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
Apr 30
SUSTAINABILITY
Google's split TPU chips signal shift from universal to specialized AI accelerators
Apr 30
SEMICONDUCTORS
Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth
Quanta eyes strong 2026 server demand as general-purpose orders surge
Intel kills three projects in two months as Kechichian launches multi-year reset
Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom
Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets
MetaX GPU revenue jumps 75%, losses narrow on AI demand
Memory crunch squeezes smartphone SoC market as Samsung gains share
Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump
Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
Unisplendour, H3C gain from AI buildout, monetization in focus
Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
South Korea's OLED share rebounds to 68.7% in 2025
NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint
China Electric manufacturing bets on AI to revive growth
AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders
UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
Wingtech losses widen on Nexperia dispute, triggering delisting risk
Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
Taiwan's AI push awaits legislative green light
Microsoft sales beat estimates as Azure growth eases spending concerns
Cambricon earnings surge on AI compute demand
SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
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
TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
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
TSMC eyes SiPh breakthrough as industry consensus forms
Qualcomm moves into custom DRAM with CXMT for smartphones
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
Meta's Manus acquisition blocked by China
On April 27, China blocked Meta Platforms' acquisition of AI startup Manus, which was founded in China but is currently based in Singapore.
Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI
China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout
Singapore-washing is dead: China cuts off US tech investment
...More
EV
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure
Thursday 30 April 2026
Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump
Thursday 30 April 2026
Nissan's restructuring yields operating profit, but net loss persists as sales slump
Thursday 30 April 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
Wingtech losses widen on Nexperia dispute, triggering delisting risk
Thursday 30 April 2026
Tata's India chip fab faces leadership churn and engineering hurdles amid uneven but continuing progress
Monday 27 April 2026
Intel says 18A yield improves as 14A advances to early customer engagement stage
Friday 24 April 2026
ASIA
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
Samsung memory buyers lock in longer deals as 2027 demand comes early
Thursday 30 April 2026
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Thursday 30 April 2026
Wingtech losses widen on Nexperia dispute, triggering delisting risk
Thursday 30 April 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Analysis: Chinese smart home brands outpace Western rivals with relentless innovation
Thursday 30 April 2026
Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
Wednesday 29 April 2026
Commentary: China's chip-model strategy pressures Nvidia's AI economics
Wednesday 29 April 2026
TOPICS
META'S MANUS ACQUISITION BLOCKED BY CHINA
EMS WATCH
TRENDS IN INDUSTRIAL COMPUTING
TSMC UPDATES
SPECIAL REPORTS
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%.
Thursday 23 April 2026
Financial outlook for top 4 CSPs: accelerating cloud revenues and record capex in 2026
Cloud business revenue enters a critical moment of accelerated growth; the top-4 CSPs revise their 2026 capex upwards to US$660 billion.
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