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    Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121
    9min ago
    NEWS TAGGED CAPACITY
    Wednesday 11 March 2026
    Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
    Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
    Wednesday 11 March 2026
    NewPower Worldwide Expands Credit Facility to $500 Million

    NewPower Worldwide, a leading independent distributor of electronic components and supply chain management solutions, today announced an expansion of its committed credit...

    Wednesday 11 March 2026
    Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
    Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging,...
    Wednesday 11 March 2026
    Gemtek reports full-year revenue rise despite net loss after one-time charges
    Gemtek Technology's board approved the financial report for 2025 on March 9, reporting full-year consolidated revenue of NT$16.493 billion (approx. US$520 million) and a gross margin...
    Tuesday 10 March 2026
    Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
    Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
    Tuesday 10 March 2026
    Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
    Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...
    Tuesday 10 March 2026
    Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
    The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...
    Tuesday 10 March 2026
    PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
    PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
    Tuesday 10 March 2026
    Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
    Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...
    Tuesday 10 March 2026
    TSMC's Arizona fab turns profitable, validating US chipmaking push
    TSMC's Arizona facility posted strong profitability in the fourth quarter of 2025, underscoring the commercial viability of advanced chip manufacturing in the US, according to DIGITIMES...
    Tuesday 10 March 2026
    BOE capex slowdown raises concerns for Korean display equipment suppliers
    Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...
    Monday 9 March 2026
    DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
    US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...
    Monday 9 March 2026
    Micron: LPDRAM server demand to outpace market; Taiwan key production base
    The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...
    Monday 9 March 2026
    Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

    Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

    Monday 9 March 2026
    OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues
    OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...
    1/63 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