中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
    53min ago
    China carmakers explore subscription and modular models as answer to car graveyards
    Apr 30, 18:36
    Qualcomm shifts toward data center chips as AI demand squeezes memory supply
    Apr 30, 18:36
    Samsung DRAM profit lead exposes a new HBM battleground
    Apr 30, 18:36
    Chinese one-time car model draws in Taiwanese electronics and chip suppliers
    Apr 30, 18:35
    Samsung 4nm yield reportedly tops 80% as foundry and memory recovery gains steam
    Apr 30, 18:35
    Win Semiconductors says GaAs and InP supply remains sufficient
    Apr 30, 18:35
    NEWS TAGGED DEMAND
    Thursday 30 April 2026
    Microsoft sales beat estimates as Azure growth eases spending concerns

    Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

    Thursday 30 April 2026
    Cambricon earnings surge on AI compute demand
    China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
    Thursday 30 April 2026
    Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
    Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...
    Thursday 30 April 2026
    Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
    Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
    Thursday 30 April 2026
    ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand
    ASE Technology Holding Co. raised its 2026 capex plan to as much as US$8.5 billion as demand for advanced packaging and testing services exceeded expectations, the company said.
    Thursday 30 April 2026
    Samsung highlights stable 4nm tech as AI, automotive demand grow
    Samsung Electronics is emphasizing the maturity and yield stability of its 4nm FinFET process as it seeks to secure more foundry customers, amid rising demand for larger and more complex...
    Thursday 30 April 2026
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    Samsung Electronics' record chip profits signal strengthening AI memory supercycle
    Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
    Thursday 30 April 2026
    China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
    As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
    Thursday 30 April 2026
    Amazon posts solid growth as AWS and AI investments drive momentum
    ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
    Thursday 30 April 2026
    Google's TPU shortage lays bare a widening AI infrastructure edge
    The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...
    Thursday 30 April 2026
    AI drives power interconnect surge as BizLink and JPC target high-end markets
    The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
    Thursday 30 April 2026
    Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

    Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is...

    2/213 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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook