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    Samsung and Hyundai target Silicon Valley AI roundtable
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    Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion
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    KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion
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    Russia adopts low-cost navigation workaround for Molniya attack drones
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    Lynas says Malaysia heavy rare earth project has gone over budget
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    Pantheon Electric expands copper platform as AI and grid demand tighten supply
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    NEWS TAGGED CAPACITY
    Friday 17 July 2026
    Memory shortages deepen as suppliers turn to long-term contracts

    Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers...

    Friday 17 July 2026
    SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
    As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...
    Friday 17 July 2026
    US EV market steadies after federal tax credits expire as prices and charging remain hurdles
    The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained...
    Friday 17 July 2026
    Memory suppliers push prices higher as Apple and automakers face tighter supply
    Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
    Thursday 16 July 2026
    Taiwan OSATs expand non-China capacity with US and SEA push
    As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
    Thursday 16 July 2026
    TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

    To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

    Thursday 16 July 2026
    Beyond AI: Resilient consumer demand widens semiconductor supply crunch
    Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
    Thursday 16 July 2026
    CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close
    The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry...
    Thursday 16 July 2026
    Commentary: Chip lead times extend as cloud AI squeezes capacity
    Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
    Thursday 16 July 2026
    ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
    An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
    Thursday 16 July 2026
    Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
    Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
    Thursday 16 July 2026
    CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders
    CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's...
    Thursday 16 July 2026
    ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
    During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
    Thursday 16 July 2026
    China's top seller of AI compute has emerged without owning the GPUs

    Beijing Approach AI Technology Co., or Approaching.AI, raised more than CNY1 billion within six months by selling AI tokens generated...

    Thursday 16 July 2026
    AI demand-driven memory crunch leaves smart cars exposed

    AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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