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    China smartphone market rebounded in April, with Apple poised to benefit most
    28min ago
    China LLM price war widens gap with global leaders
    28min ago
    Analysis: China’s AI chips gain new security clearance, rewritting market entry rules
    28min ago
    Airbus delays A350 and A320neo deliveries as supply chain bottlenecks may last through 2030
    28min ago
    Pentagon AI usage surged as drone procurement accelerated
    28min ago
    Huawei’s Tau law draws DeepSeek-style buzz amid chip restrictions
    29min ago
    NEWS TAGGED CAPACITY
    Wednesday 27 May 2026
    From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test
    First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation...
    Wednesday 27 May 2026
    IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
    IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
    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...
    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added
    Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.
    Wednesday 27 May 2026
    Broadcom and Taiwan's chipmakers ride ASIC wave
    The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits)...
    Wednesday 27 May 2026
    Kinpo accelerates ODM push into AI servers and EV chargers
    Kinpo Electronics outlined its 2026 core strategy at a shareholders' meeting on May 25, centering on "bearing fruit" as it builds on years of product-mix adjustments, expands into...
    Wednesday 27 May 2026
    AI infrastructure spending lifts Taiwan electronics sector outlook
    Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according...
    Wednesday 27 May 2026
    Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
    Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
    Wednesday 27 May 2026
    PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors
    Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600...
    Tuesday 26 May 2026
    Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
    The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has...
    Tuesday 26 May 2026
    Wiwynn expands US capacity as AI server boom strains power and supply chains

    Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

    Tuesday 26 May 2026
    AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

    When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners...

    Tuesday 26 May 2026
    Win Semiconductors bets on optical and satellite communications growth
    Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of Win Semiconductors, said the company is actively advancing a range...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook