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    Exclusive: China SiC substrate suppliers cut prices as losses persist amid oversupply
    11h 57min ago
    Exclusive: SiC substrate prices stay depressed as 800V HVDC demand rises
    11h 57min ago
    Memory boom driven by DRAM now, but HBM will decide the future
    11h 57min ago
    Huawei's Tau Law puts glass substrates at the center of advanced packaging
    11h 57min ago
    Memory shortage drags down PC market as Apple’s MacBook Neo stands out
    11h 57min ago
    NEWS TAGGED GEOWATCH
    Wednesday 3 June 2026
    SK Group weighs pausing SK Siltron sale as AI chip demand lifts wafer strategy
    SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron,...
    Wednesday 3 June 2026
    Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
    COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...
    Wednesday 3 June 2026
    Tech giants step up investments in Taiwan as government vows supply chain stability
    As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in...
    Tuesday 2 June 2026
    Intel CEO Lip-Bu Tan's Computex keynote: 1,000 steps up Elephant Mountain and a live demo with Perplexity's CEO
    Intel CEO Lip-Bu Tan opened his Computex 2026 keynote in Taipei on June 2 with a personal note that set him apart from every Intel CEO before him.
    Tuesday 2 June 2026
    Jensen Huang joins Marvell CEO on Computex stage, hails it as 'the next trillion-dollar company'
    Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about...
    Monday 1 June 2026
    US moves to block Nvidia AI chips from reaching Chinese firms overseas

    The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

    Monday 1 June 2026
    Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas
    Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...
    Monday 1 June 2026
    SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure
    SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...
    Sunday 31 May 2026
    Pentagon funding talks put US drone startups on wartime footing
    The Trump administration is in talks to provide funding to several US drone companies, in a move that would mark a stronger federal push to expand domestic drone manufacturing and...
    Thursday 28 May 2026
    Taiwan's Thunder Tiger rejects China supply chain claims, advances to Phase II of US Drone Dominance Program
    Taiwanese drone manufacturer Thunder Tiger, the first company in Asia to obtain the US Department of Defense's (DoD) Blue UAS cybersecurity certification, has passed the first phase...
    Thursday 28 May 2026
    Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal
    Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part...
    Thursday 28 May 2026
    ByteDance's chip ambition grows with US$70 billion capex plan
    ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
    Wednesday 27 May 2026
    Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
    The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
    Tuesday 26 May 2026
    Wingtech sues Nexperia for US$1.2B as it fights delisting risk
    Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages...
    Tuesday 26 May 2026
    Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

    South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook