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    Samsung reportedly shifts GaN strategy toward foundry as device business stalls
    6h 56min ago
    Nvidia's rapid AI refresh cycle strains supply chain partners
    6h 56min ago
    Wuhan's optical valley bets big on AI with 12.8T module debut
    6h 56min ago
    Lam Research sees PLP pilot-line wave in the next 1-2 years
    6h 56min ago
    China's teleco trio roll out token pricing for AI compute services
    6h 57min ago
    NEWS TAGGED CHIPS
    Thursday 21 May 2026
    Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
    Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President...
    Thursday 21 May 2026
    Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
    Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
    Thursday 21 May 2026
    AI chip boom strains ABF substrate supply chain
    AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
    Thursday 21 May 2026
    TSMC's cautious capex is averting an AI bubble, says investor
    TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...
    Thursday 21 May 2026
    China memory supplier Biwin's AI photonics funding raises questions about strategy and risk
    China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
    Wednesday 20 May 2026
    ASML to deliver first High-NA chips within months despite cost concerns
    ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
    Wednesday 20 May 2026
    Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
    Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...
    Wednesday 20 May 2026
    Amazon's AI chip push gains ground as Nvidia remains central to AWS

    Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

    Wednesday 20 May 2026
    South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms
    Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional...
    Wednesday 20 May 2026
    Commentary: China hardens AI self-reliance push after Trump-Xi talks
    After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...
    Wednesday 20 May 2026
    China's OSATs chase bigger role as AI chips strain packaging supply

    China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

    Wednesday 20 May 2026
    Commentary: Musk, Huang, and H200—Nvidia's last chip in China
    US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
    Wednesday 20 May 2026
    Intel prioritizes high-end CPUs as AI demand tightens global supply
    Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...
    Tuesday 19 May 2026
    XPeng introduces mass-produced Robotaxi built on in-house AI chips
    XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving.
    Tuesday 19 May 2026
    Google and Blackstone reportedly plan AI cloud venture to expand TPU business
    Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...
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    Research Report Database
    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