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    TSMC smashes records with massive 45% revenue surge in March
    2min ago
    NEWS TAGGED DEMAND
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    Microloops rides AI boom, aims to double 2026 revenue
    Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...
    Thursday 9 April 2026
    Winmate eyes 2026 growth amid rising defense and edge AI demand
    Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...
    Thursday 9 April 2026
    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
    Thursday 9 April 2026
    Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing
    The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...
    Thursday 9 April 2026
    Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
    Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
    Thursday 9 April 2026
    Apple hit by Mac shipping delays as DRAM shortage intensifies
    Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
    Thursday 9 April 2026
    Geopolitics and AI is redrawing the global chip packaging landscape
    The AI computing boom is reshaping where semiconductors get packaged. Geopolitical pressure and supply chain diversification are pushing capacity well beyond its traditional strongholds...
    Thursday 9 April 2026
    AI chip demand tightens ABF substrate supply, three-year upcycle in sight
    As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
    Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
    Wednesday 8 April 2026
    Memory rally lifts Adata to record quarter, AI demand fuels outlook

    Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

    Wednesday 8 April 2026
    Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

    Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

    Wednesday 8 April 2026
    AI server cooling demand boosts heat sink makers' growth outlook
    Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...
    Wednesday 8 April 2026
    China's AI and cloud firms step up use of domestic chips
    China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services...
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    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