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    Anduril boosts Taiwan sourcing 15x, considering local production
    Jun 10, 19:51
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    Jun 10, 19:51
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    Jun 10, 19:51
    CPO production delay may boost growth of LPO and NPO
    Jun 10, 19:51
    Taiwanese chips gain from non-China drone supply chain demand
    Jun 10, 19:51
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Jun 10, 19:51
    NEWS TAGGED BUSINESS
    Thursday 11 June 2026
    Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

    Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

    Thursday 11 June 2026
    Sharp's AI server plan signals a broader shift in Japan electronics
    Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
    Wednesday 10 June 2026
    Frontier of AI shifts from model strength to deployment, cost, and applications
    The frontier of AI is shifting from model training and accuracy to real-world deployment and other emerging factors, according to a panel held on June 10 comprising AI leaders in Asia...
    Wednesday 10 June 2026
    Aker to expand capacity by 20% as auto demand drives growth

    Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...

    Wednesday 10 June 2026
    Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
    Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...
    Wednesday 10 June 2026
    Grab eyes Taiwan as first move beyond SEA market
    Grab is preparing to enter Taiwan, and once its acquisition of foodpanda is approved by regulators, Taiwan will become the company's first market outside Southeast Asia. Grab's Operating...
    Wednesday 10 June 2026
    Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
    Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...
    Wednesday 10 June 2026
    AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
    As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
    Wednesday 10 June 2026
    Sysgration scales drone ground control and smart glasses as industrial edge revenue rises
    Sysgration expanded its industrial PC and edge-computing business into drone ground control systems and smart glasses, and said shipments of IPCs and drone GCS flight control systems...
    Wednesday 10 June 2026
    GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
    GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
    Wednesday 10 June 2026
    Posiflex sees orders through 3Q26, shuns price war

    Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware...

    Tuesday 9 June 2026
    Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

    Alibaba Group Holding has created a new artificial intelligence unit called Token Foundry, putting it directly under CEO Eddie Wu as the...

    Tuesday 9 June 2026
    Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
    Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
    Tuesday 9 June 2026
    ELAN sees drone and AI PC push reshaping revenue mix
    Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...
    Tuesday 9 June 2026
    Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
    Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing...
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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 Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook