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    Taiwan's defense advances toward system warfare with integrated command platforms
    11h 48min ago
    Nexperia supply chain crisis eased but risks remain, Taiwan firms deepen long-term cooperation
    11h 48min ago
    Commentary: Tesla's AI5 chip dual foundry strategy is an double edge sword
    11h 48min ago
    China's Goke Microelectronics raises KGD memory prices up to 80%, may hike further in 2Q26
    11h 48min ago
    China accelerates auto semiconductor catch-up; Taiwan targets high-end market to avoid price wars
    11h 48min ago
    China dominates CES 2026 humanoid robot showcase, South Korea matches US presence
    11h 48min ago
    NEWS TAGGED CAPACITY
    Tuesday 27 January 2026
    TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
    With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
    Tuesday 27 January 2026
    TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift
    The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
    Tuesday 27 January 2026
    Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

    Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

    Tuesday 27 January 2026
    Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
    Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Monday 26 January 2026
    Blue Origin's new satellite network eye enterprise and govt sectors
    Blue Origin announced plans to deploy TeraWave, a new satellite communication network designed to provide up to 6Tbps of global data transmission capacity, starting in the fourth quarter...
    Monday 26 January 2026
    Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
    Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
    Friday 23 January 2026
    ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam
    ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific...
    Friday 23 January 2026
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price...
    Friday 23 January 2026
    TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms
    TSMC has significantly expanded its advanced packaging capacity in recent years to meet surging AI customer demand. Despite planning six to eight phases for the Chiayi site, internal...
    Friday 23 January 2026
    Intel slows its most ambitious node—and signals where the real battle is for now
    Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments...
    Friday 23 January 2026
    HBF likely overtaking HBM market by 2038 as commercialization speeds up

    High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

    Friday 23 January 2026
    NAND shortages help Phison to enter US server supply chain
    Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling...
    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    Commentary: China's NPI edge comes under pressure
    Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook