中文網
  • 繁體
  • 简体
    •
  • My account
  • Sign in
  • Sign up
    •
    Trending
    CONNECT WITH US
    NEWS TAGGED DEMAND
    Friday 16 January 2026
    Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain

    As the race to embed artificial intelligence into consumer devices heats up, Apple has formally confirmed a strategic partnership with...

    Friday 16 January 2026
    US AI data centers face grid connection delays, drive new power supply models
    As demand for artificial intelligence computing surges globally, US AI data centers (AIDCs) are increasingly hindered by prolonged delays in securing power grid connections. The average...
    Friday 16 January 2026
    Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
    Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...
    Friday 16 January 2026
    Commentary: TSMC's unstoppable momentum faces one wild card
    Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
    Friday 16 January 2026
    Taiwan's urban mobility surges on digital platforms and shared transport
    Taiwan's urban mobility market has undergone a significant transformation since 2025, driven by the rising adoption of digital platforms and evolving consumer travel habits. LINE GO,...
    Friday 16 January 2026
    China's solar braces for 2Q26 shakeout as export tax rebate ends
    China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market...
    Friday 16 January 2026
    US data center growth strains electric grid, prompting proposed outages and industry pushback
    The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...
    Friday 16 January 2026
    Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
    Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
    Friday 16 January 2026
    Foxconn holds the hardware keys to Apple's AI strategy
    As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Friday 16 January 2026
    Micro LED, robotics, photonics lift LED industry from price wars
    The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
    Friday 16 January 2026
    Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
    Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
    Friday 16 January 2026
    Memory supply shortage to boost secondhand smartphone market growth
    The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
    Thursday 15 January 2026
    In depth: Why TSMC believes AI demand justifies record capex and long-term risk

    TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

    Thursday 15 January 2026
    SK Hynix accelerates Yongin fab launch by three months
    SK Hynix plans to bring forward the opening of a new semiconductor factory by three months and will also begin operating another new plant in February 2026, as surging memory demand...
    2/177 pages
    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook