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    GigaDevice expands into DRAM, reshaping China's memory supply chain
    4h 23min ago
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    4h 23min ago
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    4h 23min ago
    Exclusive: US lithium battery supply tight amid EV slowdown, storage demand surges
    4h 23min ago
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    4h 23min ago
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    4h 23min ago
    NEWS TAGGED DEMAND
    Sunday 19 April 2026
    Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

    Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

    Saturday 18 April 2026
    Defense and trade tensions fuel growth for Taiwan's Parpro
    Amid surging demand from low-Earth orbit satellites, aerospace, and defense, Parpro Corporation expects a sharp acceleration in core business growth in 2026, supported by a maturing...
    Saturday 18 April 2026
    Memory price surge hits Xiaomi shipments, forces strategy shift
    Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...
    Saturday 18 April 2026
    Commentary: AI drives CPU crunch, lifting data center demand and pricing

    The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

    Saturday 18 April 2026
    bEMC advances Micro LED optical transmission with key POC validation
    The surge in AI data center demand is rapidly accelerating the need for high-speed data transmission, prompting LED manufacturers to target opportunities in optical communications...
    Friday 17 April 2026
    Lens Technology swings to loss on weak smartphone demand, FX pressure
    Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues...
    Friday 17 April 2026
    Accelerating enterprise AI: Hardware advancements and compute architecture transformation
    As generative AI moves from research and development into enterprise-scale deployment, the underlying AI infrastructure is undergoing a structural realignment driven by a new phase...
    Friday 17 April 2026
    MLCC, inductor prices climb as AI demand meets cost pressure
    Global passive component prices are rising, led by Japanese suppliers, with the trend spreading across China and Taiwan. Higher raw material costs and AI-driven demand are tightening...
    Friday 17 April 2026
    Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

    Memory module maker Apacer Technology reported its consolidated financial results for the first quarter of 2026, with revenue reaching...

    Friday 17 April 2026
    Topoint bond deal signals wider supply risk for global AI hardware makers
    The surge in AI-grade high-speed computing is pushing printed circuit board manufacturing toward thicker, higher-layer designs, creating a strategic, global shortage of advanced coated...
    Friday 17 April 2026
    UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure
    United Microelectronics Corp. (UMC) is expected to raise wafer foundry prices in the second half of 2026, as demand for logic and memory-related applications remains resilient and...
    Friday 17 April 2026
    Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
    Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
    Friday 17 April 2026
    China wafer maker NSIG lifts revenue on 300mm momentum
    National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...
    Friday 17 April 2026
    TSMC remains top choice for European AI chip startups amid capacity scramble
    European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...
    Friday 17 April 2026
    Taiwan's OSAT expansion could tighten global test capacity and raise costs
    Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...
    2/206 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