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    NEWS TAGGED 2025
    Sunday 5 April 2026
    E Ink rides AI-driven power surge as energy concerns boost e-paper demand
    E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
    Sunday 5 April 2026
    Taiwan's plan to bring AI into traditional manufacturing heartland
    Taiwan has long been synonymous with semiconductors and high-tech electronics, but the bulk of its industrial base tells a different story. The country's traditional manufacturing...
    Sunday 5 April 2026
    DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
    After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
    Saturday 4 April 2026
    Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
    Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
    Friday 3 April 2026
    US-China trade tensions deepen as supply chains fracture despite tariff truce

    The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

    Thursday 2 April 2026
    Copper price surge drives quarterly lead frame price hikes
    Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
    Thursday 2 April 2026
    Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
    As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...
    Thursday 2 April 2026
    Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
    On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
    Thursday 2 April 2026
    TSMC's US expansion held ransom as JASM takes flight
    TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.
    Thursday 2 April 2026
    Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite
    Samsung Electronics is planning to increase the prices of certain smartphone models released in 2025, marking a rare move amid rising global chip prices and fluctuating exchange rates,...
    Thursday 2 April 2026
    Chinese companies capture nearly 41% of domestic AI accelerator server market
    China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
    Thursday 2 April 2026
    Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

    As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

    Thursday 2 April 2026
    Notebook shortages persist despite rumors of easing memory prices
    Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
    Thursday 2 April 2026
    Intel buyback signals shift beyond austerity as chipmaker regains confidence
    Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
    Thursday 2 April 2026
    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook