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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
    11h 14min ago
    China’s AI talent demand spreads into chips, rare earths and new materials
    11h 15min ago
    ASIC server demand rises, boosting high-speed connectivity suppliers
    11h 15min ago
    Compal says US clients praised Taiwan’s robot component supply chain
    11h 15min ago
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    11h 15min ago
    NEWS TAGGED CAPACITY
    Friday 10 July 2026
    Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape
    Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company...
    Friday 10 July 2026
    LG Innotek expands Vietnam footprint with new IC substrate plant
    LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to...
    Thursday 9 July 2026
    CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

    CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

    Thursday 9 July 2026
    Power-Win sees stronger momentum as battery recycling market expands
    Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...
    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
    Thursday 9 July 2026
    AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

    Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

    Thursday 9 July 2026
    Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
    China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
    Thursday 9 July 2026
    Yesiang expects foundry expansion to drive revenue growth in 2H26
    Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands...
    Thursday 9 July 2026
    Taiwan says 2025 power supply stayed ample as demand eased
    Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron...
    Thursday 9 July 2026
    Chang Wah Technology posts record June and second quarter revenue on stronger demand
    Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and...
    Thursday 9 July 2026
    Wistron backs Taiwan open source AI model and boosts compute for startups
    Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort...
    Thursday 9 July 2026
    Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

    Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

    Thursday 9 July 2026
    SK Hynix supplier talks show AI memory boom shifting pricing power

    The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

    Wednesday 8 July 2026
    AI memory boom turns price hikes into antitrust flashpoint across supply chain
    As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...
    Wednesday 8 July 2026
    TSMC earnings call could signal how long the AI boom can keep lifting its outlook

    TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

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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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook