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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    8h 53min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    8h 53min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    8h 53min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    8h 53min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    8h 54min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
    8h 54min ago
    NEWS TAGGED 2028
    Monday 15 June 2026
    Samsung foundry chief sees 2028 profit path as bonus costs mount

    Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business...

    Monday 15 June 2026
    Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

    Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

    Saturday 13 June 2026
    Samsung to review strategy as memory boom pressures devices

    Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split...

    Wednesday 10 June 2026
    Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
    Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
    Friday 5 June 2026
    GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

    GoldKey Technology expects memory shortages to persist into 2028, with AI demand and structural supply constraints set to keep prices...

    Wednesday 3 June 2026
    GSEO sees CPO business as potential second growth engine from 2027 to 2028
    Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
    Tuesday 2 June 2026
    Foxconn, Nvidia advance robotaxi fleet plans, eye 2028 southern Taiwan launch
    Nvidia announced at its GTC Taipei 2026 event that it will significantly expand the ecosystem of its Nvidia Drive Hyperion robotaxi-ready platform, bringing together global automakers,...
    Monday 1 June 2026
    Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028
    Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...
    Thursday 28 May 2026
    Marvell raises multi-year outlook as AI data center demand drives accelerating growth
    On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...
    Thursday 28 May 2026
    Marvell eyes XPU and attach wins as pillars of custom silicon growth
    Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale...
    Wednesday 27 May 2026
    WinWay weighs Texas shift after AI chip testing surge in North America
    US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only...
    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
    Wednesday 20 May 2026
    Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
    The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...
    Tuesday 19 May 2026
    Anthropic urges US to close chip export loopholes and ban AI distillation attacks
    Anthropic urged US policymakers to tighten chip export controls and pass legislation banning so-called distillation attacks, warning that failure to act could allow China to shape...
    Wednesday 13 May 2026
    Inventec sees strong AI, general-purpose server demand through 2028
    Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook