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    US seen tolerating high memory prices to preserve AI edge over China
    Jul 29, 17:06
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    Jul 29, 17:03
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    Jul 29, 17:03
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    Jul 29, 17:03
    FCC blocks new Chinese inverters and robots from the US market
    Jul 29, 17:03
    NEWS TAGGED DEMAND
    Friday 24 July 2026
    China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

    China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

    Friday 24 July 2026
    Stripe reportedly eyes OpenRouter in potential US$10B AI infrastructure deal

    Stripe is in talks to acquire AI model-routing startup OpenRouter in a deal that could value the company at around US$10 billion, according...

    Friday 24 July 2026
    Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion
    Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...
    Friday 24 July 2026
    Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround
    Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...
    Friday 24 July 2026
    AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment
    AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...
    Friday 24 July 2026
    AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending
    Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...
    Friday 24 July 2026
    AMD splits next-generation data center GPUs for specialized AI demand
    AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...
    Friday 24 July 2026
    Amkor, Nvidia widen AI packaging partnership as US capacity expands
    Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...
    Friday 24 July 2026
    Taiwan turns to AI and robotics to build senior-tech industry for super-aged era
    Taiwan is turning to artificial intelligence, robotics and connected-care systems to manage one of the world's fastest demographic transitions, while seeking to turn the challenge...
    Friday 24 July 2026
    Wistron says growth is strong, but transformation remains incomplete
    Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...
    Friday 24 July 2026
    China's AI chip share tops 50%, but Nvidia still rules frontier training

    China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

    Friday 24 July 2026
    Apple prepares sweeping Mac refresh, betting on AI-driven demand
    Apple is gearing up for a broad update to its entire Mac lineup, aiming to ride the wave of demand for high-performance computers driven by AI. New versions of nearly every Mac model...
    Friday 24 July 2026
    AI data centers emerge as dynamic loads, posing new challenges for power grids
    As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI...
    Friday 24 July 2026
    Trumpf builds EUV moat with 40 years of chip tech
    AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key...
    Friday 24 July 2026
    AI memory crunch hits smartphones and PCs, splitting winners from losers

    AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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