中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    AI shifts to inference as costs rise, memory constraints emerge, researcher says
    8min ago
    Innos set for late April listing on TPEx, riding advanced packaging boom
    15min ago
    Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue
    26min ago
    Taiwan's Tmytek enters global satcom supply chain with Comtech deal
    27min ago
    AI Expo Taiwan 2026 opens as Industry 4.0 deepens, highlighting global industrial sovereignty implications
    38min ago
    Rising GPU costs force India to reassess AI incentives and hardware policy
    47min ago
    HomeRegions
    Tuesday 24 March 2026
    Taiwanese supply-chain implications as India doubles down on semiconductor incentives
    Taiwanese semiconductor and electronics suppliers face clearer incentives and growing opportunities in India following a budgetary push that prioritizes localized supply chains and higher-value-added segments. The developments could prompt more firms to reassess investment feasibility, though large foundry players have so far remained cautious
    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
    Tuesday 24 March 2026
    Commentary: Trump's Middle East AI data center push under threat from Iran conflict
    In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation included Silicon Valley leaders from OpenAI, Nvidia, Oracle, Cisco, SoftBank, Microsoft, Amazon, and Google. This trip underscored the region's strategic focus on AI-driven economic growth through data centers
    Monday 23 March 2026
    Grab expands beyond SEA with strategic push into Taiwan
    Grab has unveiled a major move in its international growth strategy, announcing plans to acquire Delivery Hero's Foodpanda delivery business in Taiwan — marking its first significant expansion outside Southeast Asia
    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
    Monday 23 March 2026
    SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung
    SK Hynix is reportedly evaluating the use of Taiwan Semiconductor Manufacturing Company's (TSMC) 3-nanometer process for producing the logic die in its seventh-generation high-bandwidth memory (HBM4E)
    Monday 23 March 2026
    An imminent strike looms over Samsung's AI memory supply
    Samsung Electronics is facing escalating labor tensions after its largest union secured approval for a strike, raising concerns over potential disruptions to semiconductor production at a critical juncture for the global AI supply chain, according to Korean media reports, including SEDaily and Chosun Ilbo
    Monday 23 March 2026
    Facing regulatory and competitive pressures, Apple CEO signals alignment with China
    Apple CEO Tim Cook struck a conciliatory tone at the China Development Forum, praising Chinese developers and manufacturing capabilities while emphasizing shared goals in innovation and sustainability, just days after renewed state media criticism of Apple's App Store practices, according to Bloomberg
    Monday 23 March 2026
    Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko
    The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture to build a new factory in Vietnam focused on high-layer count (HLC) PCB capacity. The plant is expected to enter mass production by the second quarter of 2027, prioritizing the AI server PCB market opportunity
    3/41 pages
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook