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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    3h 54min ago
    Memory price surge intensifies NB shortage through 2026
    3h 54min ago
    Commentary: What's the real game behind Arm's chip venture?
    3h 54min ago
    Chinese automakers face challenges in Mexico despite initial success
    3h 54min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    3h 54min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    3h 54min ago
    NEWS TAGGED CAPACITY
    Friday 27 March 2026
    Microsoft Agent 365 to push AI competition to front-end

    According to Vic Wu, General Manager of the Specialist Team Unit (STU) of Microsoft Taiwan, the era of exploratory AI is over. As the industry enters...

    Friday 27 March 2026
    Air Liquide launches first advanced materials plant in Taiwan for sub-3nm chips
    Paris-headquartered Air Liquide has inaugurated a new advanced materials plant in Taichung, marking its first large-scale production base in Taiwan for deposition and etching materials...
    Friday 27 March 2026
    Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment
    AI computing is pushing the semiconductor industry into a structural growth phase, reshaping global capacity and technology pathways, according to Lily Feng, President of SEMI China,...
    Friday 27 March 2026
    DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
    Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
    Friday 27 March 2026
    TSMC prioritises AI, core clients; 3nm capacity remains constrained
    Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
    Thursday 26 March 2026
    Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift
    Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering...
    Thursday 26 March 2026
    AI Expo 2026: Taiwan steps up sovereign AI efforts as power, data constraints emerge

    Taiwan is advancing efforts to build sovereign artificial intelligence (AI) capabilities, even as power supply and data readiness emerge...

    Thursday 26 March 2026
    Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
    Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
    Wednesday 25 March 2026
    Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
    Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and...
    Wednesday 25 March 2026
    Broadcom expects optical communication supply chain capacity issues to ease by 2027
    The Optical Fiber Communication Conference (OFC 2026) concluded on March 19, with Broadcom holding a media briefing to discuss the latest technologies and product announcements from...
    Wednesday 25 March 2026
    Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound
    Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial...
    Wednesday 25 March 2026
    SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
    SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin...
    Wednesday 25 March 2026
    Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit
    Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure...
    Tuesday 24 March 2026
    Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26
    As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...
    Tuesday 24 March 2026
    India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
    The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap...
    3/68 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