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    South Korea clears ITU hurdle for world's first SDV standard
    9min ago
    US ban on Chinese optical modules could disrupt AI supply chain
    Aug 6, 18:42
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    Aug 6, 18:42
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    Aug 6, 18:42
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    Aug 6, 18:42
    NEWS TAGGED 2027
    Friday 7 August 2026
    Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
    Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications...
    Friday 7 August 2026
    Taiwan raises 2027 central government spending to NT$3.6 trillion
    Taiwan's central government said it would lift 2027 spending to NT$3.6 trillion, as President Lai Ching-te outlined a budget plan aimed at boosting industrial upgrading, technological...
    Friday 7 August 2026
    Transcend warns memory shortage could extend through 2027
    Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream...
    Thursday 6 August 2026
    Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

    On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with...

    Thursday 6 August 2026
    Parade sees steadier outlook despite margin pressure from memory costs

    Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed...

    Thursday 6 August 2026
    Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
    Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
    Thursday 6 August 2026
    India's ASIP Technologies makes FCBGA core of OSAT plan
    ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing...
    Thursday 6 August 2026
    AI orders give Soonest visibility into 2027

    Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

    Thursday 6 August 2026
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Wednesday 5 August 2026
    Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

    Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second...

    Wednesday 5 August 2026
    AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

    AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

    Wednesday 5 August 2026
    Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
    Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...
    Tuesday 4 August 2026
    Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

    Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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