China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation...
Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month...
Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all...
The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...
iKala co-founder and chairman Sega Cheng made a bold declaration at "iKala Connection Day" on March 30: AI is now the world's third essential infrastructure, ranking alongside water...
Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International...
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
