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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    2h 12min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    2h 12min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    2h 12min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    2h 12min ago
    Agentic AI drives a global compute shortage across the full supply chain
    2h 12min ago
    NEWS TAGGED DEMAND
    Sunday 31 May 2026
    AI demand and transport costs fuel continued price hikes in 2Q26
    As the Middle East conflict escalates and demand for AI applications grows, product quotations continue to rise in the second quarter of 2026. Chen-Cheng Pan, chairman of silicone...
    Sunday 31 May 2026
    Yageo eyes AI liquid-cooling dealmaking, targets protection components
    Yageo chairman Pierre Chen, who has become Taiwan's richest man, reiterated at the company's recent shareholders meeting that the group will not sit out opportunities in the AI applications...
    Sunday 31 May 2026
    AI demand and chip investment lift Taiwan exports and business outlook
    Taiwan's economic outlook improved in April 2026 as rising AI demand and receding Middle East geopolitical risks boosted manufacturers' business sentiment, the National Development...
    Sunday 31 May 2026
    Winbond accelerates custom memory transition
    Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply...
    Saturday 30 May 2026
    AI server testing firm Wendell prepares IPO for high-power lab unit on surging rack equipment demand

    Wendell Industrial Co. held its 2026 annual shareholders' meeting on May 26, where chairman Kao Chih-hung said shareholders approved a proposal...

    Saturday 30 May 2026
    AI boom strains optical supply chain as Nvidia, Corning expand fiber output
    The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer...
    Saturday 30 May 2026
    Pegatron Chairman says Taiwan's AI rally has not yet peaked
    As Taiwan's equity markets continue to surge on enthusiasm surrounding artificial intelligence (AI), concerns about a potential AI-driven bubble have grown louder among investors and...
    Saturday 30 May 2026
    Samsung tops Micron in automotive memory as AI tightens supply

    Samsung Electronics has overtaken Micron Technology to become the world's largest supplier of automotive memory chips for the first...

    Friday 29 May 2026
    Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging
    Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more...
    Friday 29 May 2026
    Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
    Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
    Friday 29 May 2026
    MediaTek weighs price hikes, reaffirms TSMC partnership
    MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below...
    Friday 29 May 2026
    Quanta projects strong 2026 AI demand as it expands server and wearable production
    Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
    Friday 29 May 2026
    Unimicron targets record 2026 revenue with ABF and AI system-board push
    Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that...
    Friday 29 May 2026
    Delta Electronics looks to micro grids as auto slugs through EV slowdown
    Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even...
    Friday 29 May 2026
    Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
    AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces 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