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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    3h 8min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    3h 8min ago
    AI server ODMs face margin pressure as memory costs rise
    3h 8min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    3h 8min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    3h 8min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    3h 8min ago
    NEWS TAGGED DEMAND
    Tuesday 12 May 2026
    AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
    AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...
    Tuesday 12 May 2026
    Taiwan EV charging rollout slows as grid and soil issues delay new sites
    Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging...
    Tuesday 12 May 2026
    WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
    Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...
    Tuesday 12 May 2026
    China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand
    China's retail penetration rate for new-energy vehicles, including battery electric vehicles and plug-in hybrids, reached 61.4% in April, the highest on record and the first time it...
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Tuesday 12 May 2026
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
    Tuesday 12 May 2026
    Compeq emerges as key supplier in AI and low-orbit satellite boom
    Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
    Tuesday 12 May 2026
    Chenbro expands from AI server chassis into liquid-cooling CDU
    Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling...
    Tuesday 12 May 2026
    Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

    Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

    Tuesday 12 May 2026
    Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
    Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
    Tuesday 12 May 2026
    TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs
    TienPin United Enterprise reported consolidated revenue of NT$61.922 million (US$1.97 million) in April 2026, a 516.94% increase from April 2025. It said cumulative consolidated revenue...
    Monday 11 May 2026
    Transcend chair sees AI memory supercycle
    AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
    Monday 11 May 2026
    Advantech April revenue hits record as edge AI surges
    Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
    Monday 11 May 2026
    AI data center spending frenzy ignites Sunon's next cooling windfall

    Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

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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