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    Google and Blackstone reportedly plan AI cloud venture to expand TPU business
    11min ago
    Intel's foundry turnaround under analyst lens as Tan touts 18A momentum
    28min ago
    Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave
    30min ago
    Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals
    38min ago
    GM settles for US$12.75 million over selling driver data as privacy rules reshape auto intelligence
    47min ago
    China doubles down on AI-driven manufacturing upgrade
    55min ago
    Googlebook fuels AI PC momentum as chipmakers join the race
    May 18, 19:08
    Memory price hikes weigh on OLED shipments in 1Q26
    May 18, 19:08
    Analysis: CXMT’s profit surge reflects tighter ties with China’s local wafer fabs
    May 18, 19:08
    Mexico expands tariffs on non-FTA imports, but Taiwan auto parts makers see limited impact
    May 18, 19:08
    SpaceX IPO progress lifts Taiwan LEO supply chain, but capacity pressure emerges
    May 18, 19:08
    NEWS TAGGED MARKET
    Thursday 14 May 2026
    Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
    Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
    Thursday 14 May 2026
    Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
    US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...
    Thursday 14 May 2026
    Samsung and SK Hynix rush to expand capacity as AI memory demand soars
    The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
    Thursday 14 May 2026
    HDRE to deploy containerized AI compute at Australian and Japanese storage sites
    HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize...
    Thursday 14 May 2026
    Taiwan plans green power spot market to ease surplus renewable power by 2027
    Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures...
    Thursday 14 May 2026
    NSK-NTN merger to create the world's largest bearing maker
    Japan's NSK and NTN have agreed to pursue a merger that would create the world's largest bearing maker, as rising costs, slowing demand, and Chinese competition push Japan's industrial...
    Thursday 14 May 2026
    China's semiconductor godfather warns against 2nm fixation
    While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...
    Thursday 14 May 2026
    Korea races to narrow chip packaging gap with Taiwan and China

    AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Wednesday 13 May 2026
    AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
    ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
    Wednesday 13 May 2026
    Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

    Introduction

    Wednesday 13 May 2026
    Canada opens limited EV market to China as automakers jockey for position
    Under a new Canada-China electric vehicle (EV) agreement, Lotus, owned by China's Geely Group, has become one of the first automakers to begin shipments to Canada from Chinese ports...
    Wednesday 13 May 2026
    Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
    Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
    Wednesday 13 May 2026
    India's smartphone shipments fall in 1Q26, signaling value-led market shift
    India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed...
    Wednesday 13 May 2026
    SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

    The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

    4/236 pages
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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