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    CXMT plans US$4 billion IPO to expand DRAM capacity as AI-driven demand surge
    9h 32min ago
    China top AI leaders reality checks nation's AI development
    9h 32min ago
    Realtek and Phison enter Nvidia AI supply chain amid memory tech upgrades
    9h 32min ago
    US drone policy flip flops reflect geopolitical priorities overides national security
    9h 32min ago
    DeepSeek prepares to launch V4, challenging Silicon Valley's AI paradigms
    9h 32min ago
    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
    9h 32min ago
    NEWS TAGGED DEMAND
    Tuesday 6 January 2026
    Foxconn's 2025 revenue tops NT$8 trillion as AI, cloud drive growth
    Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, saw its operating performance in 2025 exceed expectations, fueled by strong demand for...
    Tuesday 6 January 2026
    Taiwan leverages AI export surge to boost tourism, domestic demand
    At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance...
    Tuesday 6 January 2026
    SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

    SK hynix announced on Jan. 5 that it expects its fifth-generation high-bandwidth memory, HBM3E, to remain the dominant product in the...

    Tuesday 6 January 2026
    Qualcomm, Google bet big on RISC-V for AI dominance
    As AI drives demand for advanced computing infrastructure, chip architectures are at a crossroads. While proprietary instruction set architectures (ISAs) like x86 and Arm dominate...
    Tuesday 6 January 2026
    Chang Wah interview: strong lead frame growth despite precious metals shortage
    Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's...
    Monday 5 January 2026
    Taiwanese network equipment suppliers ramp up investments as shift to 800G and 1.6T standards proceeds
    Driven by surging demand for AI and cloud data centers, the network equipment industry is rapidly advancing from 400G to 800G and beyond to 1.6T specifications. This technological...
    Monday 5 January 2026
    AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

    Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

    Monday 5 January 2026
    China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing
    Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...
    Monday 5 January 2026
    Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity

    China's domestic foundry expansion gained momentum this week as Nexchip Semiconductor broke ground on its Phase IV project in Hefei, committing...

    Monday 5 January 2026
    NAFCO posts record December revenue and is optimistic for 2026
    The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year...
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Monday 5 January 2026
    SK On slows investment and delays Seosan factory expansion with EV market uncertainty
    SK On, a battery unit of SK Innovation, has scaled back its investment plans and postponed the expansion of its new factory in Seosan, Chungcheongnam-do, South Korea, due to a slowdown...
    Monday 5 January 2026
    Smart wearable demand rises as 2026 poses challenges in costs and features
    Smartwatch shipments returned to an upward trajectory in 2025 with products from Huawei, Xiaomi, Apple, and Samsung Electronics, further boosted by strong demand in China.
    Monday 5 January 2026
    Taiwan power chipmakers bank on AI data centers and auto orders for 2026 growth
    Taiwan's power semiconductor suppliers are positioning for steady growth through 2026. The momentum comes from two fronts: artificial intelligence data centers adopting new power...
    Saturday 3 January 2026
    Micron and GlobalFoundries strengthen Singapore's position in advanced AI chip manufacturing
    Singapore is drawing a new wave of semiconductor investment as global chipmakers expand advanced manufacturing tied to artificial intelligence infrastructure, reinforcing the city-state's...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook