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    eMMC shortage sends NAND prices soaring, with further gains ahead
    3min ago
    Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier
    6min ago
    Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices
    24min ago
    As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain
    36min ago
    Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision
    51min ago
    OpenAI reportedly exploring US$10B AI venture with private equity firms
    60min ago
    Taiwan plans silicon photonics high-speed verification lab to shorten development cycles
    Mar 16, 18:29
    Samsung cautiously plans memory expansion amid risk of 2028 supply glut
    Mar 16, 18:29
    AI boom triggers memory chip shortage, impacting game hardware shipments and employment
    Mar 16, 18:28
    NEWS TAGGED 2026
    Tuesday 17 March 2026
    SK hynix to Showcase AI Memory Leadership at NVIDIA GTC 2026

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it is participating in GTC 2026, held from March 16 to 19 in San Jose, California. 

    Tuesday 17 March 2026
    Chenbro Showcases Next-Generation AI Infrastructure Integration at NVIDIA GTC 2026

    As global AI computing platforms continue to evolve toward higher density, increased power demands, and rack-scale integration, Chenbro unveiled its latest AI server...

    Tuesday 17 March 2026
    Memory supply chain defies seasonality with contract price hikes in 1Q26
    Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...
    Tuesday 17 March 2026
    Foxconn eyes high double-digit AI server shipment growth in 1Q26
    Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
    Tuesday 17 March 2026
    Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
    Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...
    Tuesday 17 March 2026
    Inter Battery 2026: Global battery market still centered on LFP
    Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
    Tuesday 17 March 2026
    WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
    As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
    Tuesday 17 March 2026
    Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs
    Driven by growing demand for AI servers and high-performance computing (HPC) applications, Taiwan's exports to the US surged 83% in the first two months of 2026, marking a strong performance...
    Tuesday 17 March 2026
    Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote
    During the GTC 2026 keynote, Nvidia CEO Jensen Huang detailed a massive shift toward agentic AI and specialized token factories. Huang projected at least a trillion dollars in infrastructure...
    Tuesday 17 March 2026
    Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints
    Nvidia CEO Jensen Huang declared the arrival of the "agentic AI inflection point" at the company's GTC 2026 conference, unveiling a vast ecosystem of hardware, software, and industrial...
    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...
    Monday 16 March 2026
    ASML layoffs stall, leaving workers in limbo
    Dutch semiconductor equipment maker ASML announced in late January 2026 plans to cut 1,700 management positions — about 4% of its global workforce — primarily affecting...
    Monday 16 March 2026
    Taiwan OSAT firms log double-digit annual growth despite slow season
    Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
    Monday 16 March 2026
    Global smartphone AP industry, 4Q 2025

    Introduction

    Monday 16 March 2026
    ESMT sees DDR3 contract prices increase as supply tightens
    Memory design IC company Elite Semiconductor Microelectronics Technology (ESMT) reported a fourth-quarter 2025 profit of NT$1.033 billion (US$32.5 million), up 394.75% year-on-year...
    1/140 pages
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook