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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    9h 21min ago
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    9h 22min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    9h 22min ago
    Memory supplier locks in capacity through 2027
    9h 22min ago
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    9h 22min ago
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    9h 22min ago
    NEWS TAGGED INVESTMENT
    Tuesday 28 April 2026
    Indian startup targets AI inference opportunity with full-stack compute platform
    While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial...
    Tuesday 28 April 2026
    LG reportedly plans to expand its India manufacturing footprint
    New Daily reports that LG Electronics has decided to expand its manufacturing footprint in India, with a major investment of about KRW1.4 trillion (approximately US$1.0 billion)...
    Tuesday 28 April 2026
    Analysis: Why Tokyo Electron's China problem goes deeper than a data breach
    Amid growing geopolitical tensions over the global semiconductor supply chain, what initially appeared to be an internal personnel matter is evolving into a broader case study of the...
    Tuesday 28 April 2026
    Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
    China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
    Tuesday 28 April 2026
    China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout
    China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive...
    Tuesday 28 April 2026
    Radiant Opto-Electronics delays optical communications push by 2–3 years
    Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure...
    Tuesday 28 April 2026
    AI-driven demand and record backlog fuel Cadence's strong start to 2026
    Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
    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...
    Tuesday 28 April 2026
    GrandTech drives growth with AI cloud and 3D printing for drone market
    GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
    Monday 27 April 2026
    Thailand's PCB industry moves upmarket, local supply gaps persist

    Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

    Monday 27 April 2026
    China warns EU over industrial law, threatens countermeasures
    China warned on April 27, 2026, that it would take countermeasures if the EU's proposed Industrial Accelerator Act harms Chinese companies — a move with potential global trade...
    Friday 24 April 2026
    Tesla's hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions

    Tesla has quietly taken a significant step deeper into artificial intelligence (AI), disclosing a US$2 billion acquisition of an unnamed...

    Friday 24 April 2026
    Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

    Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand...

    Friday 24 April 2026
    Huawei invests CNY18 billion in smart driving while European legacy brands struggle for relevance
    Huawei has committed a CNY18 billion (US$2.63 billion) investment plan dedicated to research and development in smart driving technologies, in an aggressive push to dominate the foundational...
    Friday 24 April 2026
    MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal
    The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook