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    Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea
    2h 33min ago
    China tightens solar policy to cull excess TOPCon capacity
    2h 33min ago
    Taiwan retains control of the AI server ecosystem, but for how long?
    2h 33min ago
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    2h 33min ago
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    2h 34min ago
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    2h 34min ago
    NEWS TAGGED CAPACITY
    Friday 8 May 2026
    LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

    The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

    Friday 8 May 2026
    Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
    Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...
    Friday 8 May 2026
    TSMC eyes bigger US investment; Arizona chip expansion accelerates
    Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...
    Thursday 7 May 2026
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    Headquartered in Singapore, MPics Innovations is staffed by several former executives from Broadcom's isolation products division. The company has long focused on the automotive, industrial,...
    Thursday 7 May 2026
    WinWay April revenue hits second-highest on AI, HPC demand
    WinWay said April 2026 revenue fell nearly 20% from the previous month due to its customer mix and product profile, but still rose more than 50% from a year earlier as orders for AI...
    Thursday 7 May 2026
    Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
    Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
    Thursday 7 May 2026
    Taiwan delays in gas plants drive push for energy storage and virtual power plants
    Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage...
    Thursday 7 May 2026
    Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
    Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
    Thursday 7 May 2026
    Anthropic raises Claude usage limits with SpaceX compute deal
    Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
    Thursday 7 May 2026
    Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
    A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.
    Thursday 7 May 2026
    Research Insight: AI memory boom squeezes automotive supply, driving costs higher
    Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...
    Wednesday 6 May 2026
    VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
    Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
    Wednesday 6 May 2026
    Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

    A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

    Wednesday 6 May 2026
    GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
    Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook