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    Former TSMC exec theft highlights IP security
    6h 47min ago
    Alibaba and Baidu price hikes reveal AI token economy shift
    6h 47min ago
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    6h 47min ago
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    6h 48min ago
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    6h 48min ago
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    6h 48min ago
    NEWS TAGGED DEMAND
    Wednesday 18 March 2026
    In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
    Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
    Wednesday 18 March 2026
    Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs
    Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Wednesday 18 March 2026
    Panel makers optimistic about 1Q26 despite February revenue declines
    As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Wednesday 18 March 2026
    Laster Tech posts 4Q25 profit rebound, drives full-year turnaround
    Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...
    Wednesday 18 March 2026
    AI boom lifts Changs Ascending as data centers seek reliable power

    As AI and advanced semiconductor manufacturing drive unprecedented demand for computing power, the reliability of the electricity supply...

    Wednesday 18 March 2026
    Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
    Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
    Wednesday 18 March 2026
    Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
    Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    MSI to increase gaming product prices by up to 30% as memory costs spike
    With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
    Tuesday 17 March 2026
    Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
    Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026,...
    Tuesday 17 March 2026
    Hon Precision raises AI chip test capacity plan by 40% amid surging demand
    Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Tuesday 17 March 2026
    MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
    Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook