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    How Taiwan’s PCB giants are de-risking the supply chain
    1h 37min ago
    Singapore's small nation strategy offers new insights for Taiwan's tech industry
    1h 38min ago
    PC chip makers expect seasonal demand to vanish in 2026 amid early stocking
    1h 39min ago
    Alibaba's Jack Ma highlights societal challenges under
    1h 42min ago
    Commentary: HBM hybrid bonding equipment faces intense competition; adoption will take time
    1h 42min ago
    US tech giants sign power pledge to address AI energy crunch
    1h 42min ago
    NEWS TAGGED DEMAND
    Tuesday 3 March 2026
    Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

    With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...

    Tuesday 3 March 2026
    Getac eyes defense digitalization amid Middle East conflict escalation
    The intensifying conflicts in the Middle East are fueling demand for defense digitalization. Getac Holdings chairman James Hwang noted that as countries worldwide increase their defense...
    Tuesday 3 March 2026
    AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
    As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...
    Tuesday 3 March 2026
    DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
    AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
    Tuesday 3 March 2026
    ROHM Boosts GaN Supply with TSMC Technology

    ROHM Co., Ltd. (hereinafter "ROHM") has decided to integrate its own development and manufacturing technologies for GaN power devices with the process technology of TSMC,...

    Tuesday 3 March 2026
    Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
    Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...
    Monday 2 March 2026
    DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

    FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

    Monday 2 March 2026
    Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

    Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Monday 2 March 2026
    Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
    The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin...
    Monday 2 March 2026
    Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
    AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
    Monday 2 March 2026
    Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
    Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...
    Monday 2 March 2026
    Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
    Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...
    Monday 2 March 2026
    Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
    As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
    Monday 2 March 2026
    Insight: Memory shortage tightens grip on smartphone market as prices near tipping point
    The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...
    2/186 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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook