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    Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM
    4min ago
    Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
    7min ago
    Why Tesla does not emphasize AIDV
    Jul 8, 18:54
    Memory shortages hit low-end phone PA shipments; supply chain sees 2027 rebound
    Jul 8, 18:54
    Server ODMs race to expand global capacity as parts shortages linger
    Jul 8, 18:54
    Samsung and SK Hynix may delay hybrid bonding in HBM until HBM5
    Jul 8, 18:54
    NEWS TAGGED DEMAND
    Thursday 9 July 2026
    Chang Wah Technology posts record June and second quarter revenue on stronger demand
    Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and...
    Thursday 9 July 2026
    Chenbro posts record June revenue as server and AI demand accelerate
    Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide...
    Thursday 9 July 2026
    Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

    Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

    Thursday 9 July 2026
    Compeq says AI and satellite demand offset seasonal slowdown

    HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along...

    Thursday 9 July 2026
    China 618 smartphone sales fall 13% as Huawei takes lead
    China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...
    Thursday 9 July 2026
    SK Hynix supplier talks show AI memory boom shifting pricing power

    The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

    Thursday 9 July 2026
    Aurona sees strong PCB demand as AI and high-end chip trends lift sales

    Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products...

    Thursday 9 July 2026
    Innodisk revenue surges on AI memory demand and price hikes
    Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...
    Thursday 9 July 2026
    Yulon Nissan sticks to 2026 sales target as currency pressure builds
    Yulon Nissan Motor said it is keeping its 2026 sales target at 13,000 units, while warning that exchange-rate volatility could become the biggest challenge to its full-year operating...
    Thursday 9 July 2026
    PLAUD rides AI hardware-subscription model to US$100 million ARR
    Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...
    Thursday 9 July 2026
    Team Group posts record first-half revenue on industrial and AI demand
    Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company...
    Thursday 9 July 2026
    Macronix and Winbond post record June revenue as memory prices stay firm
    Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...
    Thursday 9 July 2026
    SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain
    Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable...
    Wednesday 8 July 2026
    AI memory boom turns price hikes into antitrust flashpoint across supply chain
    As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...
    Wednesday 8 July 2026
    TSMC earnings call could signal how long the AI boom can keep lifting its outlook

    TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook