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REALTIME NEWS
Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026
Servers
30min ago
May 15, 16:51
TSMC's Vanguard stake sale signals AI-era capital pivot
May 15, 16:02
AI servers squeeze ODM margins as consignment gains traction
May 15, 15:44
Samsung shields chip lines as union sticks to strike plan
May 15, 15:23
Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
May 15, 13:43
Analysis: Mythos sparks access fight as AI models become strategic assets
LATEST STORIES
7 days news
China keeps tight InP export controls despite Trump-Xi talks
May 15, 17:51
SEMICONDUCTORS
TTI targets global ADC market with upstream next-gen linker and payload platforms
May 15, 17:05
ICT
Fiber shortage deepens as orders for Chinese vendors extend to 2027
May 15, 16:51
COMMUNICATIONS
TSMC to trim Vanguard International stake to 19% in block trade
May 15, 15:23
SEMICONDUCTORS
Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal
Trump-Xi summit is Nvidia's best shot at getting back into China
Everlight to build automotive LED plant in Thailand as raw material costs hit profit
Phison aiDAPTIV accelerates edge AI deployment with Dimensity 9500
Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
Ability Enterprise targets AI and automation growth after strong first-quarter results
AAEON sees rising orders as AI focus drives 2026 growth plan
Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage
Maserati turns to Huawei as China's EV power expands into luxury cars
Taiwan industry maintains support for non-China supply chain push despite drone budget setback
Metalens technology reaches key turning point, as DUV, DLW, NIL processes compete for advantage
Panel makers cool in April 2026, pivot to CPO and FOPLP
Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump
Samsung strike risk lifts memory spot prices as supply risks mount
US clears Nvidia’s H200 for China, but Beijing can still say no
US-China ties shift toward balancing tech pressure with controlled competition
Lei Jun, Musk and Cook converge at China-US state dinner
UMC rolls out 14nm FinFET platform for OLED driver ICs
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
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
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze
OpenAI and Apple partnership frays as legal threat looms
Applied Materials scales manufacturing and innovation to meet AI demand
Analysis: Europe embraces Chinese EVs while North America loses momentum
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
Trump-Xi Summit 2026
US President Donald Trump visited Beijing from May 14-15 for a summit with Chinese President Xi Jinping.
Trump-Xi summit is Nvidia's best shot at getting back into China
US-China ties shift toward balancing tech pressure with controlled competition
Lei Jun, Musk and Cook converge at China-US state dinner
...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
Friday 15 May 2026
Samsung shields chip lines as union sticks to strike plan
Analysis: Mythos sparks access fight as AI models become strategic assets
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
Friday 15 May 2026
Lei Jun, Musk and Cook converge at China-US state dinner
Friday 15 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
TRUMP-XI SUMMIT 2026
SEMICON SEA 2026
TSMC UPDATES
TRENDS IN INDUSTRIAL COMPUTING
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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