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    Middle East war triggers helium crunch, sends China gas prices up 10-fold
    20min ago
    Taiwan to set up US industrial parks as bilateral ties deepen
    29min ago
    Foxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing
    40min ago
    Tesla Semi nears mass production with US-made 4680 battery and 1.2 MW charging
    45min ago
    Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
    58min ago
    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    May 12, 18:43
    Doosan Electronic BG to build new CCL plant in Thailand
    May 12, 18:43
    AI server ODMs face margin pressure as memory costs rise
    May 12, 18:43
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    May 12, 18:43
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    May 12, 18:43
    NEWS TAGGED DEMAND
    Tuesday 12 May 2026
    Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

    Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
    Tuesday 12 May 2026
    Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
    Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
    Tuesday 12 May 2026
    Taipower new president focuses on AI power demand, grid resilience
    Taiwan Power Company (Taipower) is entering a new wave of generation system installations at its Tunghsiao, Talin, and Hsinta Phase II plants. New president Kuo Tien-Ho, who took office...
    Tuesday 12 May 2026
    Altos targets South Korean AI server market with software edge
    Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...
    Tuesday 12 May 2026
    Univacco posts record first-quarter revenue as North American demand strengthens
    Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth...
    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...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook