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Titre
05/11 - 11h17
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026
SK Hynix redefines AI memory architecture with 2031 'full stack' vision
Dawn of the self-driving age: Stellantis, Nvidia, Foxconn, and Uber forge global robotaxi alliance
Foxconn chair calls for Taiwan-Japan EV alliance
05/11 - 09h17
Nvidia, Qualcomm join US$1B India deep tech alliance
Jinpao hits 6th straight monthly revenue record on AI, energy, aerospace push
Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung
Nuvoton posts second straight loss on Japan plant woes, automotive slump
WT Microelectronics navigates Nexperia supply disruption with alternative sourcing
Airoha rises as MediaTek's key engine in networking chips
Apple's first budget MacBook powered by iPhone chip, set for 2026
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Nexperia warns clients of supply halt and quality risks at China plant amid dispute
Jabil to acquire Hanley Energy for US$725M in data center power move
Samsung's Taylor fab preparation signals EUV expansion as ASML assembles specialized team
Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand
05/11 - 06h17
TSMC leak prompts Taiwan to reform legal framework for technology protection
China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze
KYEC secures triple AI chip testing contracts, expands production in Taiwan and Singapore
Nintendo raises global sales forecast for Switch 2 following strong early performance
SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion
US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now
New car registrations in Taiwan rise in October, as Tesla stumbles and Luxgen returns to the top
05/11 - 04h17
Supermicro reports lower quarterly sales but expects AI-driven rebound in December
Astemo shifts from parts manufacturing to software services, betting on future EV market
Apple reportedly uses Gemini to upgrade Siri with privacy-focused in-house servers
Mature semiconductor process price wars ease as foundries report stabilizing ASPs
OpenAI's revenue far exceeds US$13 billion as CEO denies 2026 IPO rumors
AMD hits record quarter as AI boom lifts all chips—except those bound for China
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Supermicro’s fiscal 1Q results show strain beneath the AI surge
AMD’s AI growth story: how OpenAI became both catalyst and concern
05/11 - 00h17
Why Malaysia is attracting the world’s biggest AI data centers
Star Fusion pivots from gaming to semiconductors and energy
AR glasses get cheaper as the next platform race begins
Foxconn's Young Liu calls for regional supply chains and 'game-changing' AI strategy
SoftBank returns to robotics with US$5.4B ABB acquisition despite Pepper, Boston Dynamics setbacks
How Nexperia’s low-cost chip became a high-stakes weapon
China's chipmakers cash in on localization momentum
HannStar Board revenue jumps 33% as company plans Malaysia expansion to offset margin decline
Apple’s MacBooks shine in a dull PC market
04/11 - 12h17
VIS profit slumps to six-quarter low, eyes orders from TSMC's mature-node transition
Wistron launches AI computing power donation program, donating 1 million GPU hours annually
European and US IDMs see slow recovery in automotive and industrial control
04/11 - 10h17
Andon Labs' Butter-Bench finds that embodied AI is still limited
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
04/11 - 09h17
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
China dominates Asia-Pacific startup funding, with focus on AI and defense technology
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