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    Samsung could lead HBM market in 2027 as HBM4 prices may rise 2.5 times
    35min ago
    Johor data centers could consume 40% of power by 2035
    35min ago
    China’s 15th five-year energy plan targets AI power demand
    36min ago
    Winbond says memory has become a strategic material as AI reshapes the market
    36min ago
    Analysis: Why Onsemi acquires Synaptics in all-stock deal
    36min ago
    NEWS TAGGED 2027
    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...

    Monday 22 June 2026
    China's InP export relief falls short, suppliers race to secure 2027 supply

    China began approving a new batch of indium phosphide (InP) substrate exports in late May 2026, but optical communications supply chain...

    Thursday 18 June 2026
    Samsung advances 1d DRAM roadmap; pilot production eyed by end-2027
    Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin...
    Wednesday 17 June 2026
    Samsung, SK Hynix suppliers seek war-cost payback after US-Iran shock drains chip materials inventory

    Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics,...

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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