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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    Aug 12, 12:25
    Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
    Aug 12, 11:57
    China's polysilicon makers draw cost floor after solar losses top US$1.9 billion
    Aug 12, 10:05
    OCP: ASE unveils AI packaging trilogy
    Aug 12, 12:29
    Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
    Aug 12, 08:54
    TSMC-Sony's US$4.69B sensor venture is a defensive play against Samsung and China
    LATEST STORIES
    7 days news
    Memory giants hold $38 billion in customer guarantees as buyer leverage seen returning by 2029
    Aug 12, 12:36
    Supermicro defends margin outlook and order quality amid analyst scrutiny
    Aug 12, 12:13
    DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
    Aug 12, 12:08
    TSMC says AI advanced packaging enters system-level battle
    Aug 12, 11:05
    Samsung HBM4 yield nears 80% in push to rival SK Hynix
    Apple's shadow looms over TSMC's Sony sensor deal
    AI server tracker: King Slide, Quanta and AIC lead July growth
    SpaceXAI launches Grok Bot as AI agent race shifts toward autonomous work
    Amazon builds 7.65 GW gas plant for Texas AI data center campus
    Haechitech enters eSSD sensors as it prepares Kosdaq listing
    Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks
    SPIL breaks ground on NT$100B Douliu plant, targeting operations in 2028
    South Korea deepens semiconductor ceramics collaboration amid chip industry expansion
    CoreWeave accelerates power expansion as AI infrastructure demand surges
    Fudan's single-electron memory breakthrough opens new path for 2D chip scaling
    IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud
    Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates
    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
    Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders
    Synnex sees strong growth in value-added commercial IT, semiconductors
    Silicon Motion raises private placement to US$1B, targets agentic AI
    Laster Tech narrows second quarter loss as LED headlamp orders improve
    MediaTek July 2026 revenue falls as non-mobile units offset slowdown
    Nvidia denies Rubin Ultra downgrade, cites flexible SKUs
    Tsang Yow's semiconductor parts business drives profit growth in 2Q
    TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year
    Panel makers turn to AI packaging as old fabs gain value
    OCP: Murata upgrades power, optical products as AI data centers strain global infrastructure
    Topco and Wah Lee post record July sales on semiconductor materials demand
    More news
    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
    reportAIglasses
    MOST-READ
    MULTIMEDIA
    Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman
    OCP APAC Summit 2026
    The OCP APAC Summit 2026 takes place August 11-12 at the TaiNEX2 exhibition hall in Taipei.
    ...More
    EV
    Wednesday 29 July 2026
    Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges
    Europe and US IDM giants expand China EV share on capacity, tech edge
    Tuesday 11 August 2026
    Power Win's 1H26 profit already tops 2025 as EV battery recycling surges eightfold
    Tuesday 11 August 2026
    Iron Force Industrial expands into AI server cooling as auto market stays uneven
    Tuesday 11 August 2026
    TECH
    Friday 7 August 2026
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    Wednesday 5 August 2026
    2027 memory capacity reportedly sold out as buyers quietly lock in supply
    Tuesday 4 August 2026
    Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices
    Friday 31 July 2026
    ASIA
    Thursday 30 July 2026
    China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts
    Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset
    Tuesday 11 August 2026
    Amkor reportedly weighs China stake sale as multinationals reassess footprint
    Tuesday 11 August 2026
    China's tightening visa curbs test India's electronics manufacturing ambitions
    Tuesday 11 August 2026
    OPINIONS
    Tuesday 11 August 2026
    Interview: Nvidia says networking is the core of AI computing as AI factories scale
    Column: The everyday philosophy of supply chain resilience
    Tuesday 11 August 2026
    Analysis: Google's AI shake-up shifts power from star scientists to managers
    Tuesday 11 August 2026
    Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing
    Monday 10 August 2026
    TOPICS
    OCP APAC SUMMIT 2026
    US BAN ON CHINESE OPTICAL TRANSCEIVER MODULES
    EMS WATCH
    TSMC UPDATES
    SPECIAL REPORTS
    Tuesday 11 August 2026
    AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up
    AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up
    Thursday 6 August 2026
    Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
    Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
    Wednesday 5 August 2026
    Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
    Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
    Tuesday 4 August 2026
    AI glasses partners drive growth as eye and head tracking take center stage
    AI glasses partners drive growth as eye and head tracking take center stage