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REALTIME NEWS
Qualcomm says Samsung chip share remains above 70% despite Exynos push
Semiconductors
1min ago
Lite-On profit rises on surge in AI-driven cloud demand
ICT
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Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
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Communications
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ICT
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China's memory makers post blockbuster gains as AI tightens supply and resets prices
Semiconductors
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NEWS TAGGED SEMICONDUCTOR CAPEX
Wednesday 2 March 2022
Semiconductor industry capex to surge 24% in 2022
After surging 36% in 2021, semiconductor industry capital spending is forecast to jump 24% in 2022 to a new all-time high of US$190.4 billion, according to IC Insights.
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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7 DAYS NEWS
TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
TSMC's refusal of ASML's expensive High-NA EUV equipment, explained
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
TeraFab is already changing the semiconductor landscape — before a single chip is made
China's $1M Nvidia AI servers expose global chip squeeze
Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
Apple earnings call signals a supply-constrained handoff to the Ternus era
China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs
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RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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