Dependency over decoupling: H200 lift reshapes AI dynamics
1:46am By DIGITIMES
Despite strong bipartisan opposition in Congress, the US government has officially lifted its export…China's steel engine loses steam, rewrites the iron ore trade map
1:33am By Levi Li
China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and…South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push
Wed 11:44pm By DIGITIMES
South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation…Singapore unveils US$28.5 billion tech plan, spotlight on 2026 semiconductor drive
Wed 11:29pm By Sherri Wang
Singapore will invest SGD37 billion (approx. US$28.5 billion) over the next five years under its…India's state-run chip fab upgrade puts public-sector model to the test
Wed 11:18pm By DIGITIMES
India's effort to modernize its state-run Semiconductor Laboratory (SCL) is shaping up to be one of…EU court cuts Intel antitrust fine to about EUR237 million
Wed 11:17pm By DIGITIMES
Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining…China weighs Nvidia's H200 amid US export shift and supply constraints
Wed 11:11pm By DIGITIMES
The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a…Wingtech seeks talks with Nexperia custodians as governance standoff deepens
Wed 10:59pm By DIGITIMES
Wingtech Technology has invited the court-appointed custodians of Nexperia for talks, marking the…Taiwan firms target defense surge as NT$1.25 trillion budget nears approval
Wed 10:58pm By Sherri Wang
Taiwanese manufacturers are positioning themselves for defense-sector expansion as the government…Drones emerge as new growth area for rugged IPCs targeting ground control stations
Wed 10:52pm By Charlene Chen
Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control…Game console EMS accelerates shift from China as US tariffs persist
Wed 10:29pm By Jingyue Hsiao
The game console supply chain is increasingly diversifying manufacturing away from China amid…MediaTek reports November revenue decline but maintains positive annual growth outlook
Wed 9:48pm By Jingyue Hsiao
Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion…Commentary: China's PCB edge survives G2 decoupling
Wed 9:43pm By Levi Li
As the US–China tech confrontation drags on, discussions consistently return to chips,…Commentary: China's tech M&A unravels from EDA to compute
Wed 9:42pm By Levi Li
China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple…SK Hynix reaps largest benefits from H200 export approval
Wed 9:36pm By Emily Kuo
US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting…Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns
Wed 8:41pm By Jingyue Hsiao
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in…Oracle warns of rising depreciation strains as AI data-center buildout accelerates
Wed 8:10pm By DIGITIMES
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital…Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design
Wed 8:08pm By DIGITIMES
Synopsys is confronting intensified geopolitical and competitive pressure in China while affirming…Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
Wed 8:01pm By DIGITIMES
Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging…Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Wed 7:57pm By DIGITIMES
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit…
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