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    IBM reports steady AI-driven growth despite facing software momentum questions
    1min ago
    What Apple's new CEO inherits: AI, China, and a governance reckoning
    5min ago
    Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027
    Apr 22, 17:49
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    Apr 22, 17:49
    TSMC targets Samsung's LPU foundry orders amid intensifying competition
    Apr 22, 17:49
    Memory price surge hits India smartphone shipments in 1Q26
    Apr 22, 17:49
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    Apr 22, 17:49
    NEWS TAGGED DEMAND
    Tuesday 21 April 2026
    AI demand inflates silicon valuations across TSMC, Nvidia supply chain
    "Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
    Tuesday 21 April 2026
    Google's AI chip push targets inference boom as battle with Nvidia enters new phase

    Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

    Tuesday 21 April 2026
    Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
    Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of...
    Tuesday 21 April 2026
    Middle East transshipment and supply chain shifts double SE Asia freight rates
    Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
    Tuesday 21 April 2026
    APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
    Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...
    Tuesday 21 April 2026
    AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail
    The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
    Monday 20 April 2026
    Memory and raw materials' increased prices weigh on smartphone panels in 2Q26
    Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...
    Monday 20 April 2026
    Inside the strategy of Anthropic's CFO as AI spending surges

    At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the...

    Monday 20 April 2026
    AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
    AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...
    Monday 20 April 2026
    AI boom lifts Taiwan's chip testing firms to record 1Q26
    As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...
    Monday 20 April 2026
    Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
    China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...
    Monday 20 April 2026
    Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

    Introduction

    Monday 20 April 2026
    Chinese conglomerate makes entry into memory sector as AI drive structural shift
    On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology...
    Monday 20 April 2026
    India's smartphone shipments fall 3% amid cost pressures and weak demand
    India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...
    Monday 20 April 2026
    Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028
    Spanish optical inspection startup Wooptix officially unveiled its first inspection system, Phemet, in November 2025. The company stated that its first-generation prototype has already...
    3/207 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