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Apr 10, 15:30
Analysis: Agent computers target next PC role, push AI compute to the edge
Apr 10, 15:30
GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
Apr 10, 15:02
SK Hynix M15X reportedly ramps early production
Apr 10, 14:47
Tesla reportedly turns back to affordable cars as growth slows
Apr 10, 13:43
TSMC smashes records with massive 45% revenue surge in March
LATEST STORIES
7 days news
China's export controls spark 140x yttrium price surge, fueling chip equipment fears
Apr 10, 14:34
EAST ASIA
China OSATs step up investment drive as AI demand lifts advanced packaging race
Apr 10, 12:23
SEMICONDUCTORS
Intel–Google alliance reframes AI infrastructure around CPUs
Apr 10, 11:59
SEMICONDUCTORS
Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs
Apr 10, 10:26
SEMICONDUCTORS
AI spending shifts to edge inference as GITEX Asia spotlights monetization push
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Taiwan accelerates GenAI autonomy with tax exemption for computing investments
A new kind of computer emerges for the age of AI agents
Compal sees PC demand steady, server shipments set to double quarterly
Realtek posts 39% revenue surge as new SerDes demand drives growth
US expands China lab ban, testing orders shift to Taiwan
MAtek sees record March revenue as AI and silicon photonics boost testing demand
South Korea targets 2035 i-SMR commercialization, Doosan Enerbility eyes global contract manufacturing lead
E Ink's trade-show shift spotlights rivalry and could accelerate ChLCD commercialization
Asustek posts record March and 1Q26 revenue on strong AI server demand
Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing
Merck's material and equipment push could speed CPO and advanced packaging adoption
MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
Ampak cites DDR price swings disrupting orders, sees industrial control demand support
Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones
Taiwan chip firms quietly build robot sector, eye US decoupling opportunities
Foxconn and Mitsubishi Fuso forge global play in electric buses
MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics
Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit
Column: Corintis uses algorithms to target chip hotspots for precise cooling
MetaOptics and Taiwan's Pinjie partner to build global metalens production hub
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 memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook
MULTIMEDIA
Incredible Robot Dance at GITEX 2026
Memory contracts shift long-term
The ongoing global memory shortage has caused major suppliers to shift to longer contract terms that last 3-5 years, a departure for a sector that has long been defined by short, boom-and-bust cycles.
Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence
Samsung profit jumps on memory rally, chips drive over 90% of earnings
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
...More
EV
Monday 2 March 2026
Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Tesla reportedly turns back to affordable cars as growth slows
Friday 10 April 2026
Foxconn and Mitsubishi Fuso forge global play in electric buses
Friday 10 April 2026
AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth
Friday 10 April 2026
TECH
Thursday 26 February 2026
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
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
Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure
Thursday 2 April 2026
ASIA
Monday 2 March 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
Analysis: Agent computers target next PC role, push AI compute to the edge
Friday 10 April 2026
AI spending shifts to edge inference as GITEX Asia spotlights monetization push
Friday 10 April 2026
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Friday 10 April 2026
OPINIONS
Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia
Column: Corintis uses algorithms to target chip hotspots for precise cooling
Friday 10 April 2026
Analysis: Agent computers target next PC role, push AI compute to the edge
Friday 10 April 2026
Analysis: China's humanoid robot market forms three-player structure at scaling inflection point
Wednesday 8 April 2026
TOPICS
MEMORY CONTRACTS SHIFT LONG-TERM
TSMC UPDATES
EMS WATCH
GEOWATCH
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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