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    Australia strips voting rights from China-linked holdouts in rare-earths miner, curbing Beijing's mineral leverage
    14min ago
    South Korean bill could let SK Hynix bring in outside investors for new fabs
    15min ago
    CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures
    15min ago
    Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US
    16min ago
    Shopee pushes in-house data centers, boosts Southeast Asia supply chain
    16min ago
    Exclusive: AI-driven demand and chip price hikes raise fears of another car chip shortage
    Jul 16, 17:49
    China auto market slumps as exports face rising geopolitical risk
    Jul 16, 17:49
    Exclsuive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
    Jul 16, 17:49
    Apple price hikes raises questions for device upgrade timing
    Jul 16, 17:49
    Commentary: ASML's race to catch u p shows AI's real bottleneck isn't chips — it's cleanrooms
    Jul 16, 17:49
    China reveals first official commercial space member list, backing mature players and NTN chain
    Jul 16, 17:49
    NEWS TAGGED DEMAND
    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
    Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows
    Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured...
    Friday 17 July 2026
    Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
    Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
    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
    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
    AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
    Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
    Thursday 16 July 2026
    Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
    Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
    Thursday 16 July 2026
    AI chips are running hotter — and Niching is betting its future on keeping them cool
    As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor...
    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
    Nfore's Taiwan listing points to rising demand for software-led auto connectivity
    Nfore Technology is set to list on Taiwan's emerging stock board on July 22, betting that demand for connected-car systems, smart cockpits, and vehicle software will keep rising as...
    Thursday 16 July 2026
    TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

    TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

    Thursday 16 July 2026
    TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

    TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

    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
    TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

    TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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