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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    27min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    28min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    28min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    28min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    28min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    28min ago
    NEWS TAGGED 2026
    Thursday 16 April 2026
    Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue
    Advanced Power Electronics Corp.'s (APEC's) report signaling rising component costs and constrained foundry capacity has implications for global tech supply chains, potentially affecting...
    Thursday 16 April 2026
    Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

    Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

    Thursday 16 April 2026
    TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
    TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
    Thursday 16 April 2026
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

    China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

    Thursday 16 April 2026
    Falling margins and memory crisis causing spec downgrades on TV panels
    Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...
    Thursday 16 April 2026
    ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
    The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
    Thursday 16 April 2026
    Unveiling ASUS liquid-cooling AI Infrastructure through building AI supercomputer Nano4 projects at NCHC

    Amidst the reality of global oil prices continuously skyrocketing due to war, the global market is facing the formidable challenges posed by the turbulence impacting...

    Wednesday 15 April 2026
    Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
    Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
    Wednesday 15 April 2026
    ASML posts solid 1Q26 as AI-driven demand lifts outlook
    ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...
    Wednesday 15 April 2026
    Stanford AI report: US-China AI gap narrows as China accelerates industrialization
    The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report...
    Wednesday 15 April 2026
    PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures
    PX Mart, Taiwan's retail leader, is accelerating its electronic shelf label (ESL) deployment, raising its investment from NT$3-4 billion (US$95-127 million) and shortening the rollout...
    Wednesday 15 April 2026
    Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
    China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
    Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...
    Wednesday 15 April 2026
    Taiwan's AI chip dominance draws the global spotlight and scrutiny
    Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook