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    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    38min ago
    AI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI
    44min ago
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands
    45min ago
    Column: Taiwan suppliers map entry into the US Space Force supply chain
    Jul 28, 18:30
    Samsung plans 2 nm GAA base die for HBM5 to boost AI memory speed
    Jul 28, 18:30
    AI demand squeezes memory supply, pressuring PC and TV markets
    Jul 28, 18:30
    China's GenAI race shifts to open source ecosystems
    Jul 28, 18:30
    NEWS TAGGED 2027
    Wednesday 29 July 2026
    Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

    On July 28, Seagate Technology reported sharply higher revenue and profit for its fiscal fourth quarter, driven by continued demand...

    Wednesday 29 July 2026
    KLA executives outline growth strategy amid accelerating AI infrastructure demand

    During KLA's June 2026 earnings call, held on July 28, executives detailed the company's financial performance and strategic outlook,...

    Wednesday 29 July 2026
    Huawei targets 2027 glass substrate production to gain an edge in AI chips

    Huawei is reportedly working through its domestic supply chain to begin mass production of semiconductor glass substrates in 2027,...

    Wednesday 29 July 2026
    Core Scientific and AMD joing forces to boost AI infrastructure

    Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial...

    Tuesday 28 July 2026
    Google TPU surge and Meta capacity push fuel CSP capex wave
    AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
    Tuesday 28 July 2026
    Memory module maker Apacer warns 2027 DRAM supply could fall 70%
    Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
    Monday 27 July 2026
    Apple reportedly delays smart glasses launch to late 2027 due to privacy risks
    Apple plans to present its first smart glasses during its Worldwide Developers Conference (WWDC) in June 2027 before opening them for sale later in the year. This timeline has reportedly...
    Monday 27 July 2026
    Samsung opens preorders for new foldables as Apple entry expected to reshape market
    Samsung Electronics has opened preorders for its latest Galaxy Z foldable smartphones and Galaxy smartwatches, introducing new devices as the global foldable smartphone market is expected...
    Friday 24 July 2026
    Google raises capex outlook as compute demand stays tight, boosting Foxconn
    Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
    Friday 24 July 2026
    Samsung Electro-Mechanics wins US$200 million AI server capacitor order

    Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global...

    Friday 24 July 2026
    TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up
    Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...
    Friday 24 July 2026
    STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
    STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
    Friday 24 July 2026
    Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
    SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...
    Friday 24 July 2026
    EcoPro BM targets 2027 mass production of solid-state electrolyte as it builds a full battery-materials value chain
    South Korea's EcoPro BM said it aims to begin mass production of sulfide-based solid electrolytes, a core material for all-solid-state batteries, as early as 2027, laying out a roadmap...
    Friday 24 July 2026
    After SDA: How the Pentagon is rebuilding military space—and why Taiwan's satellite industry should pay attention
    The proposal to dissolve the US Space Development Agency (SDA) in the Fiscal Year 2027 National Defense Authorization Act (NDAA) has attracted attention largely as a government restructuring...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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