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    NEWS TAGGED DEMAND
    Saturday 9 May 2026
    Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
    Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
    Saturday 9 May 2026
    Wistron profit triples on server surge, AI demand seen robust
    Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...
    Saturday 9 May 2026
    Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
    Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...
    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

    Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Saturday 9 May 2026
    Global semiconductor market faces shortages as AI demand strains supply chains

    Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

    Friday 8 May 2026
    TSMC reports record April sales as AI chip demand puts Asia supply in focus
    TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    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
    Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
    TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
    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
    Surging AI demand tightens supply of key PCB material

    Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

    Friday 8 May 2026
    TSMC's 2026 revenue surges 30% in first four months on AI boom
    TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    Friday 8 May 2026
    Analysis: Samsung's union fight exposes a fault line in semiconductor investment
    A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
    1/219 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook