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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    3h 37min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    3h 37min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    3h 37min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    3h 37min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    3h 37min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    3h 37min ago
    NEWS TAGGED INVESTMENT
    Monday 11 May 2026
    AI data center spending frenzy ignites Sunon's next cooling windfall

    Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

    Monday 11 May 2026
    DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

    DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

    Monday 11 May 2026
    ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029
    Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler...
    Saturday 9 May 2026
    Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
    Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...
    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

    Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

    Friday 8 May 2026
    Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
    TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
    Friday 8 May 2026
    Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
    Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for...
    Friday 8 May 2026
    Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
    The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...
    Friday 8 May 2026
    Analysis: Samsung's union fight exposes a fault line in semiconductor investment
    A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
    Friday 8 May 2026
    TSMC eyes bigger US investment; Arizona chip expansion accelerates
    Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...
    Thursday 7 May 2026
    Global chip sales surge in 1Q26, signaling supply and investment shifts
    Global semiconductor sales reached US$298.5 billion in the first quarter of 2026, the Semiconductor Industry Association (SIA) reported, underscoring robust worldwide demand with possible...
    Thursday 7 May 2026
    Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate
    Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward...
    Thursday 7 May 2026
    Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents
    Meta is reportedly developing AI agents for consumer use, including an agentic shopping tool for Instagram and an OpenClaw-like agent known within the company as "Hatch". The efforts...
    Thursday 7 May 2026
    SpaceX targets AI chip independence with US$119 billion Texas Terafab
    Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure...
    Thursday 7 May 2026
    Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
    Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
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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