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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    1h 43min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    1h 43min ago
    Middle East conflict drives up electronic industry costs and delays
    1h 43min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    1h 43min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    1h 43min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    1h 43min ago
    NEWS TAGGED MARKET
    Tuesday 31 March 2026
    Custom chips demand spike draws Taiwan firms into ASIC arena
    While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
    Tuesday 31 March 2026
    Fuel cell shift to metal bipolar plates opens door for Taiwan manufacturers
    The Metal Industries Research & Development Centre (MIRDC) held the "2026 Metal Bipolar Plate Drives New Generation of Hydrogen Energy Symposium" on March 27, focusing on fuel...
    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Arm pushes beyond licensing with a new AI CPU platform
    Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
    Monday 30 March 2026
    AI-driven memory market set to top US$600 billion on rising storage demand
    The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
    Monday 30 March 2026
    Sumco shifts wafer strategy to equipment upgrades over new plant
    Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Monday 30 March 2026
    Thermoplastic composites see growing applications in EVs and humanoid robots
    Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...
    Monday 30 March 2026
    2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

    The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

    Sunday 29 March 2026
    Innodisk says AI success depends on software-hardware integration, signaling shifts for edge and industry deployments
    Innodisk told attendees at the 2026 AI EXPO that effective AI deployment requires more than raw computing power; it depends on tight integration between software and hardware, and...
    Sunday 29 March 2026
    A race to the bottom: China’s auto boom turns brutally competitive
    The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is un...
    Sunday 29 March 2026
    AI demand leaves memory industry's commodity model intact

    espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

    Saturday 28 March 2026
    PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models
    Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...
    Saturday 28 March 2026
    Arm enters AI cloud CPU market with limited impact on IC design clients
    Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

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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