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    Exclusive: China's top solar firms leverage cash reserves amid export tax cut and market downturn
    11h 37min ago
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for NB shipments
    11h 37min ago
    SMIC's strategic return to advanced packaging after years of adjustments
    11h 37min ago
    Jinghe's phase four capacity expansion boosts SmartSens and Xiaomi, building China's local CIS supply chain
    11h 37min ago
    China to mass-produce HBM3 wafers in 2026, narrowing gap with South Korea
    11h 37min ago
    Exclusive: China's topcon solar faces survival crisis amid overcapacity and rising costs
    11h 37min ago
    NEWS TAGGED INVESTMENT
    Monday 9 February 2026
    Advanced chip testing demand climbs; KYEC consolidates global lead, steps up local recruitment
    King Yuan Electronics Co. (KYEC) held its year-end banquet, where chairman C.K. Lee said that collaboration with employees, customers, and suppliers has positioned the company as a...
    Monday 9 February 2026
    Samsung boosts HBM4 DRAM investment to secure market leadership
    Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
    Monday 9 February 2026
    AI spending spree threatens big tech cash flows
    A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
    Monday 9 February 2026
    Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
    Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
    Monday 9 February 2026
    South Korea bets on AI and electric powertrains to shape cars of future

    The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026,...

    Sunday 8 February 2026
    AI startups capture majority of global venture capital in 2025, Best Brokers analysis shows
    Artificial intelligence startups drew more than half of global venture capital funding in 2025, marking a significant shift in investor focus toward AI and machine learning companies,...
    Sunday 8 February 2026
    AMD's investment in photonics and modular architecture signals shift in AI infrastructure development
    AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...
    Saturday 7 February 2026
    Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
    Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
    Friday 6 February 2026
    South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

    South Korean President Lee Jae-myung recently convened a meeting at the Blue House titled the "Corporate Roundtable on Youth Employment...

    Friday 6 February 2026
    India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment
    India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic...
    Friday 6 February 2026
    Japanese firms in Vietnam see Chinese counterparts as expansion competitors
    A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China...
    Friday 6 February 2026
    Pegatron partners with Sysgration to expand BBU for US-made AI servers
    Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...
    Friday 6 February 2026
    YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
    China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
    Friday 6 February 2026
    Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
    Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
    Thursday 5 February 2026
    Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo
    In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke.
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    iTCAjBest AI Awards 2026
    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