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    Memory shortage cuts smartphone OLED shipments in 1Q26
    May 19, 18:31
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    May 19, 18:31
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    May 19, 18:31
    China seeks South Korean chip suppliers to bypass US controls
    May 19, 18:31
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    May 19, 18:31
    NEWS TAGGED AI GPU
    Thursday 14 May 2026
    China's semiconductor godfather warns against 2nm fixation
    While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...
    Saturday 2 May 2026
    Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
    Benefiting from the continued expansion of artificial intelligence (AI) computing power demand, Foxconn Industrial Internet (FII), a subsidiary of Hon Hai Precision Industry (Foxconn),...
    Tuesday 14 April 2026
    China's 2nm AI GPU hits prototype, production unclear
    Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
    Tuesday 24 March 2026
    China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
    Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
    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reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals.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...
    Friday 30 January 2026
    Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity
    Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
    Wednesday 7 January 2026
    CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
    AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...
    Monday 22 December 2025
    TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms
    Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements,...
    Thursday 18 December 2025
    Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts
    As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...
    Wednesday 17 December 2025
    UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

    United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

    Friday 14 November 2025
    AI chip test interface demand surges; Taiwan orders visible through 2026
    As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
    Monday 3 November 2025
    Moore Threads secures CSRC approval for IPO, set to become China's first AI GPU listing

    Chinese GPU maker Moore Threads has received CSRC approval for its IPO on Shanghai's STAR Market, marking a key milestone in the country's...

    Wednesday 8 October 2025
    OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
    OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
    Wednesday 3 September 2025
    The four structural hurdles hampering China's AI GPU sector
    Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
    Friday 22 August 2025
    Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain
    Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook