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CONNECT WITH US
May 15, 10:44
US-China ties shift toward balancing tech pressure with controlled competition
May 15, 11:02
Samsung strike risk lifts memory spot prices as supply risks mount
May 15, 11:00
Nvidia H200 sales to China stall despite US approval
May 15, 10:10
OpenAI and Apple partnership frays as legal threat looms
May 15, 09:42
SMIC refocuses on capital investment over dividends as AI boom reshapes demand
LATEST STORIES
7 days news
Taiwan industry maintains support for non-China supply chain push despite drone budget setback
May 15, 13:54
AEROSPACE
Analysis: Mythos sparks access fight as AI models become strategic assets
May 15, 13:43
GEOPOLITICS
Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal
May 15, 12:22
SEMICONDUCTORS
Trump-Xi summit is Nvidia's best shot at getting back into China
May 15, 12:12
SEMICONDUCTORS
Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump
Lei Jun, Musk and Cook converge at China-US state dinner
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Malaysia's Arm-backed chip push lifts Oppstar, SkyeChip as startup ambitions expand beyond packaging
Panel makers cool in April 2026, pivot to CPO and FOPLP
UMC rolls out 14nm FinFET platform for OLED driver ICs
Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030
TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities
SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze
Applied Materials scales manufacturing and innovation to meet AI demand
Analysis: Europe embraces Chinese EVs while North America loses momentum
Hua Hong Semiconductor strategy focuses on AI demand and specialty tech expansion
Quanta hits record revenue but margin pays the price for AI server ramp
Edge AI is transforming wearables into proactive health and sensing platforms
Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip
Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins
Applied Materials posts 25-year margin high as agentic AI drives equipment boom
SMIC beats margin guidance even as operating profit slides
Foxconn says AI server mix and consignment model will drive annual shipments to more than double
TCL tightens grip on Guangzhou LCD hub, unleashes US$4 billion OLED expansion
Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts
Faster AI servers drive a shift to advanced PCB technologies
InP compound semiconductors break AI power and bandwidth barriers
Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry
Chunghwa Telecom expands satellite ambitions across multiple orbits
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
AMD's 2nm defection to Samsung dents TSMC's AI grip
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
SEMICON SEA 2026
SEMICON SEA 2026 took place from May 5-7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur.
Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026
Delta Electronics expands Malaysia presence as SEA becomes semiconductor growth hub
...More
EV
Thursday 14 May 2026
Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
Thursday 14 May 2026
Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase
Thursday 14 May 2026
TECH
Thursday 14 May 2026
Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
Intel's revival secret: Suppliers with TSMC's stamp of approval
Tuesday 12 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
Thursday 14 May 2026
Xi tells Trump's CEO delegation US firms will find 'broader prospects' in China
Japan expands push to secure legacy chip supply chain
Thursday 14 May 2026
Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
Thursday 14 May 2026
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
Thursday 14 May 2026
OPINIONS
Thursday 14 May 2026
Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
Thursday 14 May 2026
Column: Why robots aren't ready for the real world — yet
Thursday 14 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
Wednesday 13 May 2026
TOPICS
SEMICON SEA 2026
GEOWATCH
VR/AR
THE RISE OF MALAYSIA
SPECIAL REPORTS
Thursday 14 May 2026
Taiwan panel industry transforms by riding the AI wave into microLED optical communications
Under the AI boom, microLED optical communication is expected to become a key opportunity for the display industry's transformation.
Wednesday 13 May 2026
Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market
Global smartphone AP shipments in the second quarter of 2026 are estimated to see a yearly decline of 15.2% as memory price hike pressure emerges.
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.
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