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    Memory shortage reshapes smartphone SoC market as MediaTek and Qualcomm lose share
    Apr 29, 18:00
    Lightelligence's HK listing signals China’s CPO push gaining momentum
    Apr 29, 18:00
    Samsung highlights 4nm FinFET as AI chip demand rises
    Apr 29, 18:00
    South Korea's OLED share rebounds to 68.7% in 2025
    Apr 29, 18:00
    Taiwan and Europe push localised drone countermeasure tech
    Apr 29, 18:00
    Low-Earth-orbit satellite market takes shape as Taiwan suppliers secure positions
    Apr 29, 18:00
    NEWS TAGGED CHIPS
    Wednesday 29 April 2026
    China memory chip designer Montage lifts profit on DDR5, AI server demand
    China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
    Wednesday 29 April 2026
    Taiwan urges early quantum computing industry involvement before standards are set
    Taiwan's minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan's industry is currently...
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity

    Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

    Wednesday 29 April 2026
    The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
    Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
    Wednesday 29 April 2026
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
    Tuesday 28 April 2026
    Microsoft's cloud strategy tightens AI compute supply
    Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
    Tuesday 28 April 2026
    OpenAI eyes agentic AI phone but faces challenges beyond chip design
    OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
    Tuesday 28 April 2026
    Why the AI boom still runs through Taiwan — and why that won't change
    As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
    Tuesday 28 April 2026
    DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
    DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...
    Tuesday 28 April 2026
    AI chip testing complexity lifts probe card and upstream supply chain demand
    As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.
    Tuesday 28 April 2026
    Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
    Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
    Monday 27 April 2026
    Commentary: DeepSeek reframes AI competition around efficiency, not scale
    When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
    Monday 27 April 2026
    Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
    Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
    Monday 27 April 2026
    Broadcom, Marvell set to benefit as 1.6T optical modules near mass production
    1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...
    Monday 27 April 2026
    Nio pushes into chipmaking to cut reliance on Nvidia

    Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive...

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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook