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    Thursday 9 April 2026
    AI chip demand tightens ABF substrate supply, three-year upcycle in sight
    As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    Europe's battery ambitions shrink as costs and China's dominance loom

    Driven by the rapid shift toward automotive electronics and electrification, Europe moved earlier than the United States to localize lithium...

    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
    Wednesday 8 April 2026
    SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
    SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
    Wednesday 8 April 2026
    Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
    Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
    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,...
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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook