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    GigaDevice expands into DRAM, reshaping China's memory supply chain
    7h 50min ago
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    7h 50min ago
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    7h 50min ago
    Exclusive: US lithium battery supply tight amid EV slowdown, storage demand surges
    7h 50min ago
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    7h 50min ago
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    7h 50min ago
    NEWS TAGGED DEMAND
    Wednesday 15 April 2026
    Cooling fan makers remain optimistic about 2026 operations
    Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...
    Wednesday 15 April 2026
    Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

    Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

    Wednesday 15 April 2026
    Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
    Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
    Wednesday 15 April 2026
    Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth
    Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...
    Wednesday 15 April 2026
    Europe's sovereign AI ambitions open doors for Korean NPU startup
    South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...
    Wednesday 15 April 2026
    Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

    Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

    Tuesday 14 April 2026
    Samsung begins P4 equipment orders as 1c DRAM investment enters execution

    Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

    Tuesday 14 April 2026
    Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute
    As generative AI demand shifts from centralized cloud training to edge inference, Nokia and AI chip startup Blaize have expanded their partnership in Singapore, unveiling a full-stack...
    Tuesday 14 April 2026
    Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
    As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
    Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
    Tuesday 14 April 2026
    JCET CEO sees robotics extending automotive semiconductor growth

    China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy...

    Tuesday 14 April 2026
    Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
    Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...
    Tuesday 14 April 2026
    Huawei backs optical chip push through photonics supplier investment
    AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...
    Tuesday 14 April 2026
    Winmate shifts to AI platform with defense and edge computing as dual engines
    Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...
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    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