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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
    16min ago
    China’s AI talent demand spreads into chips, rare earths and new materials
    16min ago
    ASIC server demand rises, boosting high-speed connectivity suppliers
    16min ago
    Compal says US clients praised Taiwan’s robot component supply chain
    16min ago
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    16min ago
    NEWS TAGGED DESIGN
    Thursday 9 July 2026
    Server ODMs race to expand globally as parts shortages bite
    AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
    Thursday 9 July 2026
    Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
    China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
    Thursday 9 July 2026
    Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing
    Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially...
    Thursday 9 July 2026
    UMT lifts first-half profit 70% as satellite demand stays strong
    Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion,...
    Thursday 9 July 2026
    Interview: UK courts Taiwan suppliers for AI hardware buildout

    The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to...

    Wednesday 8 July 2026
    HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
    US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
    Wednesday 8 July 2026
    China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
    China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
    Wednesday 8 July 2026
    As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools
    Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities...
    Wednesday 8 July 2026
    Kinko Optical sales jump 73% as smart glasses push takes shape
    Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.
    Tuesday 7 July 2026
    Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

    Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power...

    Tuesday 7 July 2026
    Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
    A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...
    Tuesday 7 July 2026
    Broadcom and Apple extend custom chip deal through 2031
    Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...
    Tuesday 7 July 2026
    Apple foldable to lift OLED TDDI demand

    While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention...

    Monday 6 July 2026
    China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

    China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

    Monday 6 July 2026
    Apple's foldable phone could lift foldable market momentum
    Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook