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    Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
    1min ago
    SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze
    13min ago
    OpenAI and Apple partnership frays as legal threat looms
    18min ago
    Applied Materials scales manufacturing and innovation to meet AI demand
    25min ago
    Analysis: Europe embraces Chinese EVs while North America loses momentum
    26min ago
    Trump-Xi meeting leaves InP and CVD export controls unresolved
    May 14, 19:21
    ODMs push consignment deals to defend AI server margins
    May 14, 19:20
    NEWS TAGGED DEMAND
    Wednesday 13 May 2026
    India's smartphone shipments fall in 1Q26, signaling value-led market shift
    India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed...
    Wednesday 13 May 2026
    ChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand
    Taiwanese outsourced semiconductor assembly and test (OSAT) services company ChipMOS Technologies reported strong growth in both revenue and profit for the first quarter of 2026. Net...
    Wednesday 13 May 2026
    SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

    The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

    Wednesday 13 May 2026
    Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand
    Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...
    Wednesday 13 May 2026
    China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

    The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

    Wednesday 13 May 2026
    SMIC lands nearly US$6bn mega deal to deepen China AI push
    China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of...
    Wednesday 13 May 2026
    Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem
    Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...
    Wednesday 13 May 2026
    Ableprint posts record first-quarter profit as CPO orders set to begin in June
    Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process...
    Wednesday 13 May 2026
    Lite-On, Delta benefit from surge in AI server power demand
    April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...
    Wednesday 13 May 2026
    Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
    Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions,...
    Wednesday 13 May 2026
    Taiwan telecoms post strong April on 5G migration and enterprise ICT momentum
    Taiwan's major telecom operators delivered robust April results, supported by continued 5G migration, seasonal smartphone demand around Mother's Day, and sustained contributions from...
    Wednesday 13 May 2026
    TsangYow's Malaysia plant to start up in 2026
    At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore...
    Wednesday 13 May 2026
    Taiwan machinery exports rise for 15th month on AI and semiconductor demand
    Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment...
    Wednesday 13 May 2026
    Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

    At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association...

    Wednesday 13 May 2026
    Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals
    Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook