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REALTIME NEWS
SK Hynix plans to revise Nvidia's HBM4 shipments downward by around 20%
Tomorrow's Headlines
10h 14min ago
China rare earth leader hikes 2Q26 prices over 44%, experts warn of demand destruction
Tomorrow's Headlines
10h 14min ago
With 97.5% reliance on Israel, Bromine supply chain risks emerge
Tomorrow's Headlines
10h 14min ago
Foxconn deepens EV vertical integration with CDMS model for streamlined production
Tomorrow's Headlines
10h 14min ago
Stanford AI report shows narrowing US-China AI gap with China accelerating industrialization
Tomorrow's Headlines
10h 16min ago
Cooling fan makers remain optimistic about 2026 operations
Tomorrow's Headlines
10h 18min ago
Apr 14, 15:02
Samsung begins P4 equipment orders as 1c DRAM investment enters execution
Apr 14, 15:05
China's 2nm AI GPU hits prototype, production unclear
Apr 14, 16:37
Vietnam-China talks target energy security, telecom, infrastructure deals
Apr 14, 14:58
COMPLIMENTARY
Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute
Apr 14, 14:52
Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
LATEST STORIES
7 days news
Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization
Apr 14, 16:52
COMMUNICATIONS
AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
Apr 14, 12:19
SEMICONDUCTORS
Qualcomm broadens automotive push with Bosch ADAS deal
Apr 14, 11:59
ELECTRIC VEHICLES
Samsung 2nm yields reportedly remain below mass production threshold
Apr 14, 11:42
SEMICONDUCTORS
Search engines enter AI agent era as daydream raises US$15M, iKala expands GEO platform
Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients
Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research
Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
JCET CEO sees robotics extending automotive semiconductor growth
Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
Huawei backs optical chip push through photonics supplier investment
Winmate shifts to AI platform with defense and edge computing as dual engines
Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations
March 2026 revenue for ODM/EMS surged on back of AI server demand
Ghost Robotics targets Taiwan production hub to cut costs, reduce China supply chain exposure
Starlink's growth trajectory takes center stage ahead of SpaceX IPO
JCET advances CPO, glass substrates to capture AI packaging demand
UK confirms GBP380 million support for Tata battery plant in Somerset
TCL reportedly explores stake sale in India TV unit
Asus exceeds expectations with 2x server revenue and growing notebook shipments
Passive component demand splits in 2026; AI and autos hold firm
China's auto market stumbles as EV momentum slows
AUO drives energy business corporatization to boost integration efficiency
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Samsung Foundry advances space semiconductor chip and technology development
King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
Samsung boosts Galaxy S26 production by 600,000 units in April
Yaskawa Electric sees AI robot, chip demand boost profits
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
HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy
AI compression won't ease memory crunch, NAND shortage set to persist
DRAM prices surge 180% as HBM competition shifts to profitability
Samsung reportedly aims to begin silicon photonics mass production in 2028
TSMC eyes SiPh breakthrough as industry consensus forms
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
1Q26 Financial results for Taiwan's tech supply chain
Fueled by AI demand, Taiwan's tech sector saw strong results for the first quarter of 2026, but underneath the numbers lie a far more nuanced reality.
Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak
AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
...More
EV
Monday 2 March 2026
Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research
Tuesday 14 April 2026
Qualcomm broadens automotive push with Bosch ADAS deal
Tuesday 14 April 2026
UK confirms GBP380 million support for Tata battery plant in Somerset
Tuesday 14 April 2026
TECH
Thursday 26 February 2026
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
March 2026 revenue for ODM/EMS surged on back of AI server demand
Tuesday 14 April 2026
Exclusive: Samsung weighs Vietnam semiconductor testing facility
Friday 10 April 2026
ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab
Thursday 9 April 2026
ASIA
Monday 2 March 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
Samsung 2nm yields reportedly remain below mass production threshold
Tuesday 14 April 2026
Vietnam-China talks target energy security, telecom, infrastructure deals
Tuesday 14 April 2026
JCET CEO sees robotics extending automotive semiconductor growth
Tuesday 14 April 2026
OPINIONS
Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia
Analysis: Southeast Asia's language barrier is reshaping AI
Tuesday 14 April 2026
Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute
Tuesday 14 April 2026
Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment
Monday 13 April 2026
TOPICS
MEMORY CONTRACTS SHIFT LONG-TERM
GEOWATCH
TSMC UPDATES
VR/AR
SPECIAL REPORTS
Thursday 9 April 2026
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
Thursday 2 April 2026
Benefits of CXL in server memory configuration
General-purpose server demand on the rise in 2026; continuous memory cost increases expected to drive CXL demand.
Wednesday 1 April 2026
Notebook shipment update, February 2026
February 2026 notebook industry observation: Capacity sharply reduced during the Lunar New Year holidays, and component shortage persists; shipments of the top five notebook brands decrease 5% month-on-month.
Monday 30 March 2026
Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast
Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.
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