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May 11, 08:20
The AI memory squeeze may not ease before 2028
May 11, 08:10
COMPLIMENTARY
India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion
May 11, 08:11
Taiwan's EV charging companies find Europe's real opportunity in energy trading
May 11, 08:11
Samsung eyes Exynos 2700 as test for chip-unit recovery
May 10
AI demand fills Vanguard's Singapore fab ahead of schedule
LATEST STORIES
7 days news
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
May 11, 12:35
SEMICONDUCTORS
Nan Pao targets semiconductor specialty materials as revenue hits record for April
May 11, 12:34
ICT
Samsung strike talks resumed with US$29 billion on the line
May 11, 12:31
SEMICONDUCTORS
Qisda sees recovery driven by AI and semiconductors, expects profit rebound through 2026
May 11, 12:22
ICT
Ennostar sees 2Q26 rebound on stronger component demand
AMD's 2nm defection to Samsung dents TSMC's AI grip
DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test
Dayuan 1Q26 rebounds on North America broadband and defense orders
Phison targets AI storage and edge computing growth through Phison 3.0 strategy
Analysis: Forget the hardware race — Unitree wants to own the robot platform
Ennoconn expands industrial AI push as European demand strengthens
Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts
AI inference boom fuels memory race, with Samsung in pursuit
FocalTech forecasts return to growth as product mix improves
Samsung reportedly offers above-law severance in China while monitor sales linger
Alibaba's Qwen could push AI agents into the heart of e-commerce
Gemtek posts first-quarter loss as it pivots to 800G and 1.6T optical modules
Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
Taiwan targets three key sectors in upcoming 6G era
OpenAI and chipmakers roll out MRC to prevent AI training slowdowns
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026
ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029
Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal
AI boom drives Taiwan's semiconductor testing industry into record expansion
Unitree brings App Store ecosystem to humanoid robots
Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals
PCL Technologies to buy precision plastics and metal parts maker to target CPO components for data centers
APLEX forecasts charging-station shipments as medical business ramps in 2027
AI surge drives Taiwan push for second-source PCB materials as market booms
Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand
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
Qualcomm moves into custom DRAM with CXMT for smartphones
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
How MediaTek will supply Marvell's next three generations of TPUs
Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
MULTIMEDIA
Post Space-Comm 2026: Insights & Takeaways
Samsung's looming 2026 labor strike
Samsung Electronics is facing its largest labor escalation in years after unions voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses.
Samsung chiefs address pay talks as strike deadline nears
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
Samsung workers seek bigger share of AI profits as strike looms
...More
EV
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts
Friday 8 May 2026
Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP
Friday 8 May 2026
Anpec plans midyear 15% price hike to protect PMIC margins
Friday 8 May 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
Friday 8 May 2026
Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
Thursday 7 May 2026
Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
Tuesday 5 May 2026
ASIA
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics
Friday 8 May 2026
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
Friday 8 May 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics
Friday 8 May 2026
Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus
Friday 8 May 2026
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
Friday 8 May 2026
TOPICS
SAMSUNG'S LOOMING 2026 LABOR STRIKE
TSMC UPDATES
IOT
TRENDS IN INDUSTRIAL COMPUTING
SPECIAL REPORTS
Friday 8 May 2026
China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook
Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year.
Thursday 7 May 2026
Taiwan notebook industry, 1Q 2026: 1Q26 beats expectations, but US-Iran war clouds 2Q26 outlook
Affected by the US-Iran war and notebook price hikes, global notebook shipments are likely to increase only 4.4% quarterly in the second quarter of 2026.
Monday 4 May 2026
Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.
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%.
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