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    NEWS TAGGED 2026
    Monday 27 April 2026
    Everlight ramping up in optical communications, supported by automotive and invisible light
    As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...
    Monday 27 April 2026
    Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

    Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

    Monday 27 April 2026
    South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G
    South Korea's three leading telecom operators—SK Telecom (SKT), KT, and LG U+—signaled a decisive shift beyond connectivity at the World IT Show (WIS) 2026, held April...
    Monday 27 April 2026
    Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
    At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
    Monday 27 April 2026
    Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain
    Cerebras Systems filed for an initial public offering (IPO) on April 17, 2026, aiming to list on the Nasdaq. The company reversed its fortunes with US$510 million in revenue and a...
    Sunday 26 April 2026
    AI data centers hit interconnect limits, boosting optical module demand

    The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

    Sunday 26 April 2026
    Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?
    2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup...
    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...
    Sunday 26 April 2026
    Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back
    The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform....
    Saturday 25 April 2026
    LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand
    Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...
    Saturday 25 April 2026
    India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion
    India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
    Saturday 25 April 2026
    Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

    Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven,...

    Friday 24 April 2026
    New Partner of the Year at HPE 2026 Partner Summit

    NewPower Worldwide today announced it was recognized by Hewlett Packard Enterprise (HPE) at the HPE Operations Partner Summit 2026, receiving the Spares Supply Chain...

    Friday 24 April 2026
    Chipmakers face higher cost pressure as packaging outpaces foundry price hikes
    In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...
    Friday 24 April 2026
    Memory price surge reshapes global notebook competition in 2026
    The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...
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    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