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    Commentary: Behind Micron's bet for a long memory demand cycles
    11h 51min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    11h 51min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    11h 51min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    11h 52min ago
    MCU price hike expectations drive early 1H26 pull-ins
    11h 52min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    11h 52min ago
    NEWS TAGGED 2027
    Monday 29 June 2026
    BYD's 4nm smart-driving chip signals deeper EV supply-chain integration

    BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's...

    Monday 29 June 2026
    Samsung could become HBM market share leader in 2027
    Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers...
    Monday 29 June 2026
    Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
    Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
    Friday 26 June 2026
    SK Hynix races to open Yongin triple-deck fab in 2027

    SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by...

    Friday 26 June 2026
    Apple reportedly revamps Mac chip roadmap to accelerate AI push
    Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused...
    Friday 26 June 2026
    Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI
    Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence...
    Friday 26 June 2026
    CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

    CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry,...

    Thursday 25 June 2026
    Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
    Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
    Thursday 25 June 2026
    Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
    Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...
    Thursday 25 June 2026
    Foxtron enters overseas expansion phase as passenger vehicles, buses scale in 2027
    Foxtron Vehicle Technologies held its investor conference call on June 23, stating operations in the first half of 2026 followed a pattern of a slow start but strong finish.
    Wednesday 24 June 2026
    Cerebras bets on speed as a product, racing to add data center capacity through 2027
    Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...
    Wednesday 24 June 2026
    Well Shin wins China cloud orders for AI server power cords and shifts production to Vietnam
    Well Shin Technology announced on June 23, 2026, that it had secured orders from cloud service providers in China for high-current AI server power cords and had entered normal shipment,...
    Tuesday 23 June 2026
    Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
    Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...
    Tuesday 23 June 2026
    India reportedly plans to launch fresh chip incentive in fiscal 2027
    The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials...
    Tuesday 23 June 2026
    High-end fiberglass cloth supply tightens; shortages to persist through 2027

    Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook