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REALTIME NEWS
Samsung reportedly speeds up 3D NAND, packaging and substrate plans
Tomorrow's Headlines
May 12, 18:43
Doosan Electronic BG to build new CCL plant in Thailand
Tomorrow's Headlines
May 12, 18:43
AI server ODMs face margin pressure as memory costs rise
Tomorrow's Headlines
May 12, 18:43
AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
Tomorrow's Headlines
May 12, 18:43
Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
Tomorrow's Headlines
May 12, 18:43
Samsung foundry sees rebound prospects on 4nm projects and HBM4
Tomorrow's Headlines
May 12, 18:43
May 12, 17:14
Trade talks to test US-China leverage on rare earths, tariffs, and AI
May 12, 17:17
TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push
May 12, 16:54
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
May 12, 15:59
Samsung labor dispute rattles global supply chain
May 12, 15:30
COMPLIMENTARY
TSMC's US and Japan expansion lifts Trusval
LATEST STORIES
7 days news
OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption
May 12, 11:24
ICT
Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit
May 12, 10:38
SUSTAINABILITY
Commentary: Trump-Xi summit may offer China a pause, not a truce
May 12, 10:00
EAST ASIA
Intel's revival secret: Suppliers with TSMC's stamp of approval
May 12, 09:48
SEMICONDUCTORS
BTL Group ramps AI server testing as orders extend through September
AI drives IC price hikes, lifts China chip exports 83.7% in April
From substrates to servers, Taiwan industry gains from the AI infrastructure surge
PC chip demand stays murky in 2H26 as pre-buying clocks key
Aurotek posts record first-quarter revenue and profit as robot demand surges
Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development
China AI model boom pulls smartphone supply chain into ecosystem battle
E Ink eyes 25% growth in 2026 on surface push
Taiwan AI server sales show gains spreading beyond TSMC
Fitipower eyes 2Q26 growth on OLED DDI ramp
VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge
Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
Innolux shares surge on reports of potential TSMC FOPLP partnership
Taipower new president focuses on AI power demand, grid resilience
Altos targets South Korean AI server market with software edge
Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
Univacco posts record first-quarter revenue as North American demand strengthens
Pan Jit and subsidiary sponsor Make NTU 2026 hackathon to push robotic gripper innovations
AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
Taiwan EV charging rollout slows as grid and soil issues delay new sites
WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand
Nvidia's modular AI strategy fuels Delta Electronics supplier boom
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
Qualcomm moves into custom DRAM with CXMT for smartphones
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
How MediaTek will supply Marvell's next three generations of TPUs
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
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
Taiwan EV charging rollout slows as grid and soil issues delay new sites
Tuesday 12 May 2026
China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Tuesday 12 May 2026
TECH
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges
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
Tuesday 21 April 2026
India and Korea deepen strategic cooperation across technology, energy, and sustainability
Commentary: Trump-Xi summit may offer China a pause, not a truce
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle
Tuesday 12 May 2026
OPINIONS
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Commentary: Trump-Xi summit may offer China a pause, not a truce
Tuesday 12 May 2026
Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
Tuesday 12 May 2026
Research insight: Taiwan's auto tech pushes beyond components into autonomous systems
Tuesday 12 May 2026
TOPICS
SEMICON SEA 2026
TSMC UPDATES
EMS WATCH
GEOWATCH
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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