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REALTIME NEWS
Yageo's Pierre Chen says AI hardware boom is lifting passive component demand
Semiconductors
19min ago
May 4, 10:32
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
May 4, 10:58
Commentary: Intel names TSMC as key partner; insider drives its comeback
May 4, 11:23
Apple's cash pivot: A new CEO and strategy for the AI arms race
May 4, 11:18
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
May 4, 10:25
Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
LATEST STORIES
7 days news
Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
May 4, 11:47
SEMICONDUCTORS
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
May 4, 11:25
DISPLAYS
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge
May 4, 11:22
EAST ASIA
Taiwan moves to close the gap on semiconductor equipment self-sufficiency
May 4, 10:57
SEMICONDUCTORS
Foxconn shoots for the stars — and Starlink's playbook
PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties
Realtek sees PC revenue growth despite 2026 shipment decline
MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
China curbs memory speculation; DDR4 spot slides, contract prices surge
Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics
Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
China's auto sector pushes standards and exports while disposable-car concept gains traction
SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
US Space Force finishes GPS III launches and pivots to GPS IIIF rollout
SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand
Foxconn says Tucheng probe limited to employees and does not affect operations
China automakers adopt disposable-car subscriptions to accelerate tech turnover
Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
MIT Technology Review outlines 10 key AI trends shaping the future
ESMC confirmed to be on schedule — and sets its sights on AI
Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
AI data center demand boosts IDM growth in industrial market
Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies
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
WEEKLY NEWS ROUNDUP
VR/AR
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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