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    Commentary: ASML's upcoming financial reports highlights EUV capacity challenges
    Apr 7, 18:16
    Analysis: China's humanoid robot market soldifies three-way competition
    Apr 7, 18:16
    Samsung plans to add Pro model to Galaxy S27 lineup
    Apr 7, 18:16
    Aces' AI server business to become main growth driver amid surge in high-speed interconnect demand
    Apr 7, 18:16
    Apple leverages supply chain advantage to boost market share despite AI lag
    Apr 7, 18:14
    Chinese SSD maker Dapustor sees rising QLC demand amid AI-driven storage growth
    Apr 7, 18:12
    NEWS TAGGED CAPACITY
    Tuesday 7 April 2026
    FOPLP and WMCM emerge as key to fan-out packaging competitive field
    The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a...
    Tuesday 7 April 2026
    Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

    AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

    Tuesday 7 April 2026
    MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC
    Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the...
    Tuesday 7 April 2026
    PCB bottlenecks, freight costs push electronics prices higher
    The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
    Tuesday 7 April 2026
    Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

    Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures...

    Tuesday 7 April 2026
    CCL expansion triggers equipment shortages; lead times extend up to two years
    Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
    Monday 6 April 2026
    China 2.5D packaging demand surges, supporting Korean backend equipment growth
    China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
    Monday 6 April 2026
    India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

    India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

    Sunday 5 April 2026
    E Ink rides AI-driven power surge as energy concerns boost e-paper demand
    E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Saturday 4 April 2026
    Samsung strike threat clouds PMIC, mature-node outlook
    Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
    Thursday 2 April 2026
    Benefits of CXL in server memory configuration

    Introduction

    Thursday 2 April 2026
    Samsung upgrades Austin fab, signals dual-track US chip strategy
    Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...
    Thursday 2 April 2026
    Intel buyback signals shift beyond austerity as chipmaker regains confidence
    Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
    1/69 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook