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    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    22min ago
    Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions
    23min ago
    Former TSMC exec theft highlights IP security
    Mar 19, 18:32
    Alibaba and Baidu price hikes reveal AI token economy shift
    Mar 19, 18:32
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    Mar 19, 18:32
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    Mar 19, 18:32
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    Mar 19, 18:32
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    Mar 19, 18:32
    NEWS TAGGED MEMORY CHIPS
    Friday 20 March 2026
    AI tailwinds and global reach put Topco on track for double-digit growth in 2026
    Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
    Friday 20 March 2026
    Analysis: Memory price swings leave e-reader supply chain in the red
    Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
    Thursday 19 March 2026
    China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

    Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

    Thursday 19 March 2026
    Micron ramps spending as cleanroom constraints cap memory supply
    Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
    Thursday 19 March 2026
    AI and memory drive semiconductor output to surpass US$1 trillion in 2026
    The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
    Thursday 19 March 2026
    The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
    A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...
    Thursday 19 March 2026
    AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

    AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU)...

    Thursday 19 March 2026
    Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
    At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Micron delivers record-breaking 2Q26 financial results driven by AI demand
    Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
    Thursday 19 March 2026
    Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
    Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 19 March 2026
    Samsung strike vote nears, DS and DX divisions clash over bonuses
    As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
    Thursday 19 March 2026
    Samsung reportedly broadens emergency management as chipflation takes off
    Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability,...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook