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    Column: Taiwan suppliers map entry into the US Space Force supply chain
    2h 44min ago
    Samsung plans 2 nm GAA base die for HBM5 to boost AI memory speed
    2h 44min ago
    AI demand squeezes memory supply, pressuring PC and TV markets
    2h 44min ago
    Huawei reportedly plans glass substrate mass production in 2027 for AI chips
    2h 44min ago
    China's GenAI race shifts to open source ecosystems
    2h 44min ago
    Alibaba Cloud and Huawei quickly adapt Kimi K3 after open-source release
    2h 44min ago
    Commentary: China’s 2026 tech breakthroughs is reshaping its industry
    2h 44min ago
    NEWS TAGGED 2027
    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...
    Thursday 23 July 2026
    D-Link robot line starts in 3Q26; care model due in 2027
    Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...
    Thursday 23 July 2026
    STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
    STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
    Thursday 23 July 2026
    D-Link breaks into US satellite broadband supply chain with multi-year switch contract
    Taiwanese networking equipment vendor D-Link has officially entered the supply chain of a major US satellite broadband operator and will begin shipping network switches for data-switching...
    Thursday 23 July 2026
    Fitch sees AI investment momentum holding, with no signs of supply downturn

    Fitch Ratings has adjusted its Taiwan GDP growth forecasts for 2026 and 2027 to 9.4% and 4.8% respectively, up from its earlier estimates...

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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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