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    Samsung Galaxy S26 supply faces challenges amid US-Iran conflict disrupting logistics
    4h 13min ago
    Transsion faces challenges amid memory price hikes and Middle East conflict
    4h 14min ago
    Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple’s MacBook Neo
    4h 14min ago
    China's chip leaders call for nationwide effort to build a domestic ASML within five years
    4h 15min ago
    UK space supply chain faces talent, parts, and funding bottlenecks
    4h 15min ago
    China's top humanoid robot makers showcased innovations at South Korea AW 2026
    4h 15min ago
    NEWS TAGGED DEMAND
    Thursday 5 March 2026
    Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

    Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

    Thursday 5 March 2026
    WT Microelectronics sees 2026 growth despite memory price hikes
    The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
    Wednesday 4 March 2026
    Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
    Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
    Wednesday 4 March 2026
    Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
    With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...
    Wednesday 4 March 2026
    Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
    The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
    Wednesday 4 March 2026
    Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
    Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
    Wednesday 4 March 2026
    Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits
    Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit...
    Wednesday 4 March 2026
    AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
    AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...
    Wednesday 4 March 2026
    Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

    Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

    Wednesday 4 March 2026
    TSMC leads foundry price hikes as second-tier firms see profit rebound
    The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...
    Wednesday 4 March 2026
    Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
    Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...
    Wednesday 4 March 2026
    Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
    Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
    Wednesday 4 March 2026
    Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
    A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
    Wednesday 4 March 2026
    uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
    Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
    Wednesday 4 March 2026
    Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

    The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

    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