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    Nvidia resumed RTX 3060 production with Samsung's 8nm process amid US export controls
    Mar 9, 17:57
    Nvidia expands GPU market share despite 4Q25 AIB shipment decline
    Mar 9, 17:57
    Middle East conflict triggers automotive supply chain crisis, testing Asian carmakers
    Mar 9, 17:57
    Samsung's Galaxy S26 series aims for double-digit sales growth with innovative features
    Mar 9, 17:57
    Why China's AI ecosystem is moving from DeepSeek V4 to OpenClaw AI agents
    Mar 9, 17:57
    LG Energy Solution switches to L&F cathode materials for Tesla battery supply
    Mar 9, 17:55
    NEWS TAGGED CAPACITY
    Wednesday 4 March 2026
    TSMC leads foundry price hikes as second-tier firms see profit rebound
    The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...
    Wednesday 4 March 2026
    Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
    Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...
    Wednesday 4 March 2026
    TSMC dominates global foundry rankings while four Chinese players enter top 10
    ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for...
    Wednesday 4 March 2026
    ASML seeks new growth in AI packaging beyond EUV monopoly

    ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades...

    Wednesday 4 March 2026
    Global OSAT industry, 2026

    Introduction

    Tuesday 3 March 2026
    Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
    As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Monday 2 March 2026
    Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
    Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...
    Monday 2 March 2026
    Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
    Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...
    Sunday 1 March 2026
    Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
    Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
    Sunday 1 March 2026
    OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification
    OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly...
    Friday 27 February 2026
    Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

    Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

    Friday 27 February 2026
    Lite-on doubles down on AI power as consumer markets dim
    Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...
    Thursday 26 February 2026
    Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
    Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
    Thursday 26 February 2026
    King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints
    King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...
    3/63 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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook