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Global top-3 memory maker status, 1Q26
AI demand to sustain memory boom in 2026; new competition among the "Big Three" begins.
New Chinese AI service startup analysis
Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.
Global smartphone AP industry, 4Q 2025
Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.
Taiwan IC designers in rack-level AI delivery
Rack-level delivery becomes a mainstream trend in cloud AI compute; MediaTek joins TPU design, influencing Taiwan's IC design status.
Notebook shipment update, January 2026
Memory price surge and CPU shortages led the global top five notebook brands' shipments to slump nearly 40% month-on-month in January 2026.
Global smartphone industry, 4Q 2025
Global smartphone shipments reached 338.5 million units in the fourth quarter of 2025, with an estimated year-over-year decrease of 4.2% in the first quarter of 2026.
Global OSAT industry, 2026
Global OSAT revenue is estimated to grow by 12.8% in 2026, and AI applications will contribute to advanced packaging business revenues.
Global server market, 4Q 2025
Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.
Global semiconductor industry, 2026
AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.
Taiwan notebook industry, 4Q 2025
Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.