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    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China EV tech
    6h 20min ago
    Hanmi Semiconductor expands Taiwan and US push for potential Terafab supply chain role
    6h 20min ago
    CXMT said to poach more than 200 South Korean engineers
    6h 20min ago
    Memory price surge hit low-end phones, putting Chinese brands under pressure
    6h 20min ago
    TSMC’s Wei says it will not raise prices aggressively as AI bottlenecks spread
    6h 20min ago
    China EV startups return to losses in 1Q26 amid price war and R&D pressure
    6h 20min ago
    NEWS TAGGED DEMAND
    Thursday 4 June 2026
    Pegatron sees AI server expansion accelerating as organizational overhaul nears completion
    Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative...
    Thursday 4 June 2026
    Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business
    At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...
    Thursday 4 June 2026
    Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative
    Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...
    Thursday 4 June 2026
    Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations
    Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...
    Thursday 4 June 2026
    Goldkey targets NT$10B funding to lock in memory supply as prices surge
    Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
    Thursday 4 June 2026
    Chip test equipment makers hit by FPGA, CPU supply crunch

    Semiconductor test equipment makers are facing severe shortages of key components, with lead times for FPGAs, CPUs, GPUs, and driver ICs...

    Thursday 4 June 2026
    Kioxia weighs new NAND fab as AI demand drives long-term expansion plans
    Kioxia is evaluating the construction of a new NAND flash manufacturing facility at its Kitakami site in Iwate Prefecture, aiming for production to begin after 2029-2030 as the company...
    Thursday 4 June 2026
    Taiwan's Walsin Technology gains pricing power from AI demand

    Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

    Wednesday 3 June 2026
    Qisda chair eyes 2026 AI takeoff
    Qisda Corp. chairman Peter Chen has pledged that the group will not miss out on the AI boom, with AI servers, 1.6T switches, cooling systems, and power solutions already in place....
    Wednesday 3 June 2026
    Delta highlights power gap as AI expansion pressures data centers worldwide
    Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics...
    Wednesday 3 June 2026
    Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026
    Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...
    Wednesday 3 June 2026
    AI cooling demand keeps booming, lifting suppliers' outlook through 2029
    Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
    Wednesday 3 June 2026
    SK Group weighs pausing SK Siltron sale as AI chip demand lifts wafer strategy
    SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron,...
    Wednesday 3 June 2026
    NAND market hits record as YMTC closes in on global rivals
    The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...
    Wednesday 3 June 2026
    Tech giants step up investments in Taiwan as government vows supply chain stability
    As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook