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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
    8h 22min ago
    Samsung aims to boost foundry utilization rate to over 60% in first half of 2026
    8h 23min ago
    Samsung's Taylor fab reportedly orders South-Korean-made EUV pellicle equipment
    8h 23min ago
    Taiwanese firms remain cautious amid AI bubble debate
    8h 24min ago
    Europe's fuel engine phase-out challening with strict carbon regulations and talent lost to China
    8h 24min ago
    BOE production issues with iPhone OLED give Samsung Display chance to take over
    8h 24min ago
    Tesla's BEV moat faces challenges from Europe's depth and China's speed
    8h 24min ago
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    8h 24min ago
    NEWS TAGGED CAPACITY
    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    Commentary: China's NPI edge comes under pressure
    Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
    Thursday 22 January 2026
    Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
    2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
    Thursday 22 January 2026
    Nanya expects memory shortage through 1H27 amid surging demand
    Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
    Thursday 22 January 2026
    Taiwan PCB direct shipments to the US remain limited
    The US has lowered the tariff rate on Taiwan to 15%, and it will not be stacked with the most-favored-nation (MFN) tariff rate. This places Taiwan on the same baseline as Japan, South...
    Thursday 22 January 2026
    BTL capitalizes on AI server testing capacity shortage
    To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain strong in 2026 and support industry development. These investments...
    Wednesday 21 January 2026
    TSMC capacity crunch signals opportunity for Samsung's advanced nodes

    The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

    Wednesday 21 January 2026
    Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
    Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...
    Wednesday 21 January 2026
    Nvidia challenges Apple's longtime TSMC priority

    Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

    Tuesday 20 January 2026
    Taiwan ramps up semiconductor research while US chip relocation debate rages on
    Following the conclusion of tariff negotiations between Taiwan and the US, both sides have presented differing interpretations: Taiwan's Executive Yuan has expressed satisfaction with...
    Tuesday 20 January 2026
    Strategies and deployment of edge AI chip startups

    Introduction

    Tuesday 20 January 2026
    Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
    Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
    Tuesday 20 January 2026
    Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
    Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
    Tuesday 20 January 2026
    Musk’s gigawatt AI bet is accelerating the global compute arms race
    Elon Musk's xAI division has achieved a milestone by bringing online Colossus 2, the world's first gigawatt-scale artificial intelligence (AI) training cluster, a development praised...
    Monday 19 January 2026
    TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
    TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
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    KLA
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook