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    MediaTek raises outlook for ASIC business as supply chain heats up
    5h 14min ago
    Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
    5h 15min ago
    South Korea seeks memory-centric AI architecture to challenge Nvidia-led order
    5h 15min ago
    Tesla’s AI5 dual-source plan may not give Samsung equal weight
    5h 15min ago
    Apple shifts product roadmap toward AI, highlighting Taiwan supply chain advantages
    5h 15min ago
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    5h 16min ago
    NEWS TAGGED SILICON
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    GUC and Wiwynn partner for next-generation AI system infrastructure

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced a strategic technical collaboration with Wiwynn, an innovative cloud IT infrastructure provider...

    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Saturday 2 May 2026
    Qualcomm says Samsung chip share remains above 70% despite Exynos push
    Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
    As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
    Monday 27 April 2026
    What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
    The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
    Sunday 26 April 2026
    JDI accelerates exit from LTPS, reshaping automotive display panel landscape
    Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...
    Thursday 23 April 2026
    LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
    Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
    Tuesday 21 April 2026
    AI demand inflates silicon valuations across TSMC, Nvidia supply chain
    "Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
    Tuesday 21 April 2026
    Apple puts its chip architect in charge of all hardware as CEO transition looms
    On April 20, 2026, Apple announced that Johny Srouji — the executive behind its custom silicon revolution — has been elevated to the newly created role of Chief Hardware...
    Monday 20 April 2026
    Potential Google-Marvell partnership escalates AI chip competition against Nvidia
    Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...
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    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