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    Google and Blackstone could lift ASIC demand with TPU leasing joint venture
    3min ago
    Memory shortage cuts smartphone OLED shipments in 1Q26
    May 19, 18:31
    China seeks South Korean chip suppliers to bypass US controls
    May 19, 18:31
    NEWS TAGGED MARKET
    Wednesday 20 May 2026
    Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up
    Taiwan-based aerospace engine fastener maker National Aerospace Fasteners Corporation (NAFCO) said order visibility has extended to as long as eight to nine years as Boeing accelerates...
    Wednesday 20 May 2026
    Taiwan suppliers look past Tesla as China's robot makers scale up

    Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

    Wednesday 20 May 2026
    AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
    Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside...
    Wednesday 20 May 2026
    Google I/O 2026: Stitch shakes up AI design and dev workflows
    Google's announcement of its Stitch AI design platform triggered immediate market reactions, raising substantial questions about the future of design professions, competitive dynamics...
    Wednesday 20 May 2026
    Google I/O 2026: Consumer hardware competition and smart glasses market entry
    Google's announcement of Android XR smart glasses marks its direct entry into a fast-growing wearable AI market, signaling confidence in rapid consumer adoption and the category's...
    Wednesday 20 May 2026
    Google I/O 2026: AI market competition and enterprise pricing strategy
    Google's Gemini 3.5 model announcements mark a strategic shift toward enterprise cost competitiveness, directly challenging OpenAI and Anthropic's positioning in the frontier AI se...
    Wednesday 20 May 2026
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    Wednesday 20 May 2026
    Phison taps overseas bond market for US$800 million storage push

    Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

    Wednesday 20 May 2026
    Commentary: Musk, Huang, and H200—Nvidia's last chip in China
    US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
    Tuesday 19 May 2026
    McKinsey warns of pilot purgatory as robotics market eyes $400 billion by 2040
    Sarthak Vaish, associate partner at McKinsey & Company, delivered a pointed reality check at the 5th Mobis Mobility Day in Sunnyvale: the hardware for humanoid robots is ready,...
    Tuesday 19 May 2026
    DB HiTek's power-chip push hits delay as stakes rise
    South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology...
    Tuesday 19 May 2026
    Foundry, test costs push PMIC price hikes toward 12-inch wafers
    Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...
    Tuesday 19 May 2026
    MediaTek probe jolts Taiwan lawmakers as market shifts
    As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest...
    Tuesday 19 May 2026
    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
    Tuesday 19 May 2026
    AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
    Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook