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CONNECT WITH US
May 3, 17:54
Foxconn launches second-gen LEO satellites, tests inter-satellite links
May 3, 10:30
CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
May 3, 10:33
Samsung restructures home appliance business after 90% profit erosion
May 2
MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel
May 3, 10:34
Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO
LATEST STORIES
7 days news
Taiwan's Hsin-li Chemical to acquire up to 30% of golf equipment distributor Dacome in tender offer
May 3, 10:34
ICT
Taiwanese makers chip in as LEO satellite launches reshape global supply chains
May 3, 10:33
AEROSPACE
Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth
May 3, 10:30
ICT
Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification
May 3, 10:29
ICT
Lite-On's AI power ramp lifts 2Q26, but cautious PC outlook tempers 2H26 visibility
Smart Eye expands AI in-cockpit sensing from driver monitoring to full cabin perception
Taiwan quartz makers target LEO satellite boom by 2027
NSTC forms task force to lead Taiwan's multimodal AI foundation model development
TeraFab is already changing the semiconductor landscape — before a single chip is made
OpenAI reworks Stargate data center strategy as site plans change
After buying Ansys, Synopsys starts merging the two stacks
Yageo AI revenue reaches 15% as chair says sector remains early in cycle
Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
Qualcomm says Samsung chip share remains above 70% despite Exynos push
Lite-On profit rises on surge in AI-driven cloud demand
Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
Onsemi expands collaboration with NIO to support 900V EV platforms
MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion
China's memory makers post blockbuster gains as AI tightens supply and resets prices
AI chip boom sends Korea exports to record highs, supply crunch deepens
OpenAI demand doubts cast shadow over AI server supply chain
China's $1M Nvidia AI servers expose global chip squeeze
Advantest beats on AI chip testing, cautious outlook dents shares
China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs
Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba
Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
Column: Designing safety for VLA robots in commercial deployment
Hardware bottlenecks emerge as humanoid robotics race intensifies
Macronix eyes steady growth from 1Q26 amid eMMC supply gap
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
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
TSMC UPDATES
TRENDS IN INDUSTRIAL COMPUTING
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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