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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    9h 1min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    9h 1min ago
    Middle East conflict drives up electronic industry costs and delays
    9h 1min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    9h 1min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    9h 1min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    9h 1min ago
    NEWS TAGGED SEMICONDUCTORS
    Tuesday 17 March 2026
    Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

    Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films,...

    Monday 16 March 2026
    India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties
    India's Union Budget 2026 has introduced a comprehensive set of tax exemptions and duty-free incentives aimed at securing a larger share of the global technology supply chain, though...
    Thursday 12 March 2026
    Compound semiconductors emerge as critical components in modern air defense radar systems, as seen during Iran conflict
    Iran's air defense shortcomings amid persistent US and Israeli strikes underscore the growing importance of high-power radar components and the supply chains that provide them. South...
    Wednesday 11 March 2026
    Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121

    Samsung Electronics plans to focus its new foundry plant in Taylor, Texas, on high-performance computing (HPC) and automotive semiconductors...

    Wednesday 11 March 2026
    Japan's investment list targets AI, quantum computing, and semiconductors
    Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing,...
    Tuesday 10 March 2026
    Japan targets JPY40 trillion in domestic semiconductor sales by 2040
    Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts...
    Friday 6 March 2026
    Toyota Group's Denso bids up to US$8 billion to acquire Rohm

    Japanese auto parts supplier Denso has made a takeover proposal for Kyoto-based chipmaker Rohm in a deal that could reach about JPY1.3...

    Friday 6 March 2026
    SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum
    SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its...
    Friday 6 March 2026
    Chicony Power sees strong 1Q26 amid customer inventory replenishment
    Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...
    Friday 6 March 2026
    Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
    In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
    Friday 6 March 2026
    Taiwan and US to jointly boost investments in five trusted industries
    Taiwan's government is actively promoting developments in the "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance, and next-generation communications...
    Thursday 5 March 2026
    Singapore's small-state strategy offers new insights for Taiwan's tech industry
    Often dubbed the "Little Red Dot," Singapore is a city-state that lacks natural resources, and previously even had to turn to neighboring countries for drinking water. Yet in a span...
    Thursday 5 March 2026
    WT Microelectronics sees 2026 growth despite memory price hikes
    The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
    Tuesday 3 March 2026
    US moves to bar federal purchases of China-linked chips

    The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement...

    Tuesday 3 March 2026
    Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
    Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...
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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