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    SK Hynix breaks Alibaba's US listing record — but HBM customers will wait until 2028 for the capacity it funds
    6min ago
    ASE Holdings posts record 2Q26 revenue, bets US$40M on South Korea as AI packaging demand surges
    17min ago
    NEWS TAGGED DEMAND
    Friday 10 July 2026
    Samsung's mobile business balances stronger demand against mounting profit pressure

    Samsung Electronics' mobile business has shown signs of improving demand in recent months, prompting the company to increase production...

    Friday 10 July 2026
    Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape
    Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company...
    Friday 10 July 2026
    Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes
    Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...
    Friday 10 July 2026
    LG Innotek expands Vietnam footprint with new IC substrate plant
    LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to...
    Thursday 9 July 2026
    Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule
    Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The...
    Thursday 9 July 2026
    Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
    Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...
    Thursday 9 July 2026
    Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
    Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
    Thursday 9 July 2026
    HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand
    HIWIN and its subsidiary Hiwin Mikrosystem posted record June 2026 revenue as demand from semiconductors, industrial automation and robotics stayed strong. The Taiwan-based motion...
    Thursday 9 July 2026
    CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

    CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade...

    Thursday 9 July 2026
    Notebook shipment update, May 2026
    DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
    Thursday 9 July 2026
    Power-Win sees stronger momentum as battery recycling market expands
    Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
    Thursday 9 July 2026
    Planet Technology reports June revenue growth as it expands cybersecurity lineup
    Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...
    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
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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 MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook