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    Samsung could lead HBM market in 2027 as HBM4 prices may rise 2.5 times
    6h 34min ago
    Johor data centers could consume 40% of power by 2035
    6h 35min ago
    China’s 15th five-year energy plan targets AI power demand
    6h 35min ago
    Winbond says memory has become a strategic material as AI reshapes the market
    6h 35min ago
    Analysis: Why Onsemi acquires Synaptics in all-stock deal
    6h 35min ago
    NEWS TAGGED MARKET
    Friday 26 June 2026
    Qualcomm HBC takes aim at HBM costs in AI data centers

    Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls...

    Friday 26 June 2026
    Seres' US$25bn wipeout tests the price of Huawei's EV halo
    Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales...
    Friday 26 June 2026
    Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?
    Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising...
    Friday 26 June 2026
    Global intelligent eyewear market surges as AR and smart glasses gain ground
    Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift...
    Friday 26 June 2026
    Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market
    Groundhog Technologies is eyeing opportunities in low Earth orbit (LEO) satellite applications by targeting the satellite resource optimization market, according to chairman David...
    Friday 26 June 2026
    Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

    The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...

    Friday 26 June 2026
    Apple reportedly revamps Mac chip roadmap to accelerate AI push
    Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused...
    Friday 26 June 2026
    Apple and Google consider adopting Chinese memory chips: three obstacles remain
    As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...
    Friday 26 June 2026
    How Optivision is speeding up the shift from LCD optical films to high-end auto applications
    As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition...
    Friday 26 June 2026
    Tungsten shortage spreads from raw material to chip manufacturing, Japan warns
    China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide...
    Friday 26 June 2026
    Taiwan drone makers pivot to non-China supply chains to win overseas markets
    Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international...
    Thursday 25 June 2026
    IntelliEPI targets record 2026 revenue amid InP substrate shortages
    Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to...
    Thursday 25 June 2026
    Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
    Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
    Thursday 25 June 2026
    SambaNova targets US$10B valuation as demand rises for cheaper AI inference
    AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's...
    Thursday 25 June 2026
    ASE sees AI demand stretching packaging capacity into 2030
    ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company...
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    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook