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    Apple's India breakthrough highlights a market betting on premium over volume
    8min ago
    Nanya Technology July revenue hits record as DDR4 contract prices surge
    12min ago
    FMS 2026 opens with major memory makers present, but CXMT missing from exhibitor list
    15min ago
    Manz opens Tainan R&D center for advanced packaging equipment
    21min ago
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power
    25min ago
    Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
    35min ago
    NEWS TAGGED CAPACITY
    Wednesday 29 July 2026
    Taiwan offshore wind blueprint lifts outlook for developers
    The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...
    Wednesday 29 July 2026
    Non-core parts makers delay Southeast Asia capex as China-US tensions ease
    Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components...
    Tuesday 28 July 2026
    Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
    Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
    Tuesday 28 July 2026
    Panel makers reject 10% polarizer price increase as China suppliers retreat
    Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...
    Tuesday 28 July 2026
    CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

    AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

    Tuesday 28 July 2026
    Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
    Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
    Tuesday 28 July 2026
    China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
    China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...
    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    CATL profit climbs 42%, but storage price pressure tests its global lead

    CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

    Monday 27 July 2026
    Qualcomm tells customers chip prices will rise by double digits from September

    Qualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market...

    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035
    SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's...
    Monday 27 July 2026
    ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

    China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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