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    Memory shortage reshapes smartphone SoC market as MediaTek and Qualcomm lose share
    44min ago
    Lightelligence's HK listing signals China’s CPO push gaining momentum
    44min ago
    Samsung highlights 4nm FinFET as AI chip demand rises
    44min ago
    South Korea's OLED share rebounds to 68.7% in 2025
    44min ago
    Taiwan and Europe push localised drone countermeasure tech
    44min ago
    Low-Earth-orbit satellite market takes shape as Taiwan suppliers secure positions
    44min ago
    Apr 29, 15:41
    China OSAT leader JCET expands in advanced packaging, profit climbs
    Apr 29, 15:23
    BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
    Apr 29, 11:47
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit
    Apr 29, 13:37
    TSMC exits Arm investment with US$231 million sale
    Apr 29, 12:01
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    LATEST STORIES
    7 days news
    Apple supplier Luxshare sees profits rise, but cash flow remains weak
    Apr 29, 16:24
    FCC expands ban on non-US networking devices, raising supply chain pressure
    Apr 29, 14:57
    China memory chip designer Montage lifts profit on DDR5, AI server demand
    Apr 29, 14:46
    Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
    Apr 29, 13:55
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Taiwan-Germany trade shows strong growth in 1Q26
    Seagate leans on long-term contracts as storage demand stabilizes
    Seagate sees agentic AI beginning to lift HDD demand
    Seagate tops estimates, raises outlook on cloud, AI demand
    Taiwan urges early quantum computing industry involvement before standards are set
    Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
    BYD reports steep drop in profit despite global expansion
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity
    UMT identifies UK partner linked to Starlink supply chain
    China's GPU IPO wave meets its hardest test: cluster stability
    Hsinchu water restrictions ease as reservoirs rebound
    Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    AI server demand locks up memory supply through 2027, prices seen holding firm
    Data center power and cooling overhaul will reshape global AI infrastructure
    OpenAI's growth slowdown raises questions over AI expenditure
    Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents
    NXP signals structural growth as automotive and industrial drive momentum
    Taiwan logs record chip exports, AI demand outpaces geopolitical risk
    Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI
    Osense develops baseball hawk-eye system to capture US$10 billion sports tech market
    Taiwan makes its quantum move, rallying 18 companies
    NXP advances VSMC and ESMC projects with ramp timelines on track
    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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    MOST-READ
    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.
    ...More
    EV
    Monday 20 April 2026
    US Commerce Secretary says BYD has no role in American auto market
    BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity
    Wednesday 29 April 2026
    NXP signals structural growth as automotive and industrial drive momentum
    Wednesday 29 April 2026
    TECH
    Monday 20 April 2026
    Inside the strategy of Anthropic's CFO as AI spending surges
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit
    Wednesday 29 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
    Apple supplier Luxshare sees profits rise, but cash flow remains weak
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Wednesday 29 April 2026
    China OSAT leader JCET expands in advanced packaging, profit climbs
    Wednesday 29 April 2026
    OPINIONS
    Monday 20 April 2026
    Analysis: How TSMC avoids memory's boom-and-bust cycle
    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
    Commentary: At Beijing Auto Show, hardware takes the wheel
    Wednesday 29 April 2026
    TOPICS
    META'S MANUS ACQUISITION BLOCKED BY CHINA
    EMS WATCH
    TSMC UPDATES
    GEOWATCH
    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 swit2_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.