Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...
At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...
Introduction
Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...
As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general...
The market value of optical modules used in data centers is projected to grow from US$12.6 billion in 2025 to US$45.4 billion by 2030...
The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...
After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...
