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    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
    4h 27min ago
    STMicro and Huahong Grace begin local production of M32 MCUs in China
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    Broadcom expects optical communication supply chain capacity issues to ease by 2027
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    Rising Middle East conflict pressures tungsten supply in semiconductor materials
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    US blocks Tianma's patent challenge against LG Display citing foreign govt influence
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    Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
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    HomeRegionsEast Asia
    Tuesday 24 March 2026
    TSMC's Wei draws battle lines between US AI and China's hardware in robotics race
    TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize humanoid robots
    WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit
    Tuesday 24 March 2026
    China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
    Tuesday 24 March 2026
    Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing
    Tuesday 24 March 2026
    DJI sues Insta360 in China, escalating patent dispute in sports imaging market
    Tuesday 24 March 2026
    LATEST STORIES
    Tuesday 24 March 2026
    Sharp taps BD chief as CEO in post-restructuring shift
    Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas and new-business experience at the helm as the Japanese electronics maker pivots from restructuring toward growth
    Tuesday 24 March 2026
    Insta360 pushes back against DJI in escalating patent dispute
    China's leading consumer drone maker, DJI, has formally filed suit against rival Insta360, alleging disputes over ownership of six patents. The case, which also implicates several former core DJI research engineers, has been accepted by the Shenzhen Intermediate People's Court
    Tuesday 24 March 2026
    Hanwha Semitech's SK Hynix TCB deal draws scrutiny over KRW100 billion guarantee
    Hanwha Semitech's supply of thermal compression bonding (TCB) equipment for high-bandwidth memory (HBM) to SK Hynix is drawing scrutiny after the South Korean equipment maker maintained a KRW100 billion (US$66.7 million) performance guarantee since early 2025, raising questions about whether its equipment has fully met the chipmaker's requirements
    Tuesday 24 March 2026
    SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

    SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in about two months ahead of schedule amid rising demand for memory tied to artificial intelligence (AI), according to East Asia Daily

    Tuesday 24 March 2026
    OpenClaw lands in WeChat, signaling a new era of AI agents in messaging
    Tencent has officially launched ClawBot, a plugin that integrates the popular open-source AI agent framework OpenClaw into its flagship messaging platform, WeChat, marking a significant move in China's AI race. The integration allows WeChat's over one billion monthly active users to send commands and interact with OpenClaw directly within their chat interface, turning conversations into actionable AI interactions. Setup takes just two minutes via a QR code scan or a copied command
    Tuesday 24 March 2026
    Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap
    Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation inference computing platform. At Huawei China Partner Conference 2026, the company showcased the Ascend 950PR AI chip, highlighting that a single Atlas 350 card delivers up to 2.87x the compute power of Nvidia's H20, emphasizing its FP4 low-precision inference capabilities, a rare feature among AI accelerators in the Chinese market
    Tuesday 24 March 2026
    Chinese Premier encourages foreign investment except Japanese firms at China Development Forum
    On March 22, 2026, the Chinese government held the international "China Development Forum" in Beijing, inviting global corporate leaders to participate. Li Qiang, Premier of the State Council, called for foreign investment, pledging to maintain stable economic growth and a favorable business environment to enable companies worldwide to operate in China with confidence. However, amid worsening China-Japan relations, Japanese corporate leaders, who had attended annually in the past, were absent from this year's forum
    Tuesday 24 March 2026
    The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
    Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way to large-scale commercialization, all in a bid to cut reliance on external suppliers
    Monday 23 March 2026
    India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
    India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor supply chains, even as geopolitical sensitivities remain intact
    Monday 23 March 2026
    Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements

    Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements, in what could become the first binding contracts of their kind in the memory industry, according to Korean media reports

    Monday 23 March 2026
    San'an Optoelectronics founder detained, company assures stable operations
    China's LED chip leader San'an Optoelectronics announced on March 23, 2026, that its actual controlling shareholder, Xiucheng Lin, has been detained and placed under formal investigation by China's national supervisory authorities, sparking market concerns. The company promptly clarified that the investigation will not affect current production or business operations, which are proceeding as normal
    Monday 23 March 2026
    China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
    Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures make it difficult for US-based AI chipmakers like Nvidia and Advanced Micro Devices (AMD), China's AI GPU market is not standing still waiting for Washington's approval
    Monday 23 March 2026
    China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
    As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly photoresists — is coming back into focus
    Monday 23 March 2026
    Samsung chairman joins Beijing forum as China seeks foreign chip investment

    Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to meet major Chinese business partners following the event, according to Asiae and Korea Times

    Monday 23 March 2026
    China's DeepLink unifies heterogeneous chips to boost AI computing power
    The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough in integrating China's AI computing infrastructure and is seen as a localized alternative amid limited access to advanced GPUs and interconnect technologies
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    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook