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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    9h 9min ago
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    9h 10min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    9h 10min ago
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    9h 10min ago
    BOE shifting away from low-price competition
    9h 10min ago
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    9h 10min ago
    NEWS TAGGED DEMAND
    Monday 27 July 2026
    AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth
    Taiwanese aerospace company Aerospace Industrial Development (AIDC) secured new contracts worth more than NT$22 billion (approx. US$680.27 million) with several major aerospace companies...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    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
    India's HCLTech plans US$4.4B AI data center
    HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...
    Monday 27 July 2026
    IDMs target AI margins, boosting Taiwan power suppliers
    International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...
    Monday 27 July 2026
    Nokia says AI spending is driving optical networking demand
    AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company...
    Monday 27 July 2026
    AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

    Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

    Monday 27 July 2026
    Industrial PC orders rise on edge AI demand

    Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories...

    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)...

    Monday 27 July 2026
    Disco lifts first-half profit forecast on steady AI equipment demand
    Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Sunday 26 July 2026
    Pantheon Electric expands copper platform as AI and grid demand tighten supply
    Pantheon Electric said it has completed the acquisition of four manufacturers and built an integrated power infrastructure platform across 21 factories in North America and Europe...
    Saturday 25 July 2026
    89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

    AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

    Saturday 25 July 2026
    Trumpf's stabilizing sales point to a broader recovery in industrial demand
    Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...
    Saturday 25 July 2026
    NAND price rally enters plateau as supply stays tight despite weaker spot demand
    The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...
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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
    AI Summit Seoul