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    GigaDevice expands into DRAM, reshaping China's memory supply chain
    5h 23min ago
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    5h 23min ago
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    5h 23min ago
    Exclusive: US lithium battery supply tight amid EV slowdown, storage demand surges
    5h 23min ago
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    5h 23min ago
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    5h 23min ago
    NEWS TAGGED DEMAND
    Wednesday 7 January 2026
    CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

    Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered...

    Wednesday 7 January 2026
    Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
    Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...
    Wednesday 7 January 2026
    CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
    AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...
    Wednesday 7 January 2026
    China's auto market in 2025: million-unit clubs and a reshaped race
    As China's auto market wrapped up 2025, disclosures from leading carmakers confirmed another milestone year. Vehicle exports are expected to surpass 7 million units, ranking first...
    Wednesday 7 January 2026
    Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
    Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
    Wednesday 7 January 2026
    H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
    Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or...
    Wednesday 7 January 2026
    LCD monitor panel prices rise alongside TV panels amid supply tightness
    The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
    Wednesday 7 January 2026
    Quanta sees a decade-long AI server cycle, warns growth isn't instant
    Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
    Wednesday 7 January 2026
    Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages
    As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber...
    Wednesday 7 January 2026
    Samsung speeds Pyeongtaek P5 fab toward 2028 output

    Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

    Wednesday 7 January 2026
    Luxshare invests US$520 million in Vietnam for Meta VR production expansion as demand rises
    Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual...
    Tuesday 6 January 2026
    CES 2026: AMD enlists OpenAI and Fei-Fei Li to unveil new AI roadmap

    AMD CEO Lisa Su kicked off the CES 2026 keynote sessions by establishing a singular, dominant theme: Artificial Intelligence. Taking the stage,...

    Tuesday 6 January 2026
    CES 2026: SK Hynix showcases next-gen AI memory solutions
    SK Hynix Inc. said it will showcase its next-generation AI memory solutions at CES 2026, where it plans to operate a customer exhibition booth at the Venetian Expo in Las Vegas from...
    Tuesday 6 January 2026
    Ampower secures TSMC backup power supply orders with visibility through 2028
    As AI computing power rapidly grows alongside data center and renewable energy developments, global electricity demand is undergoing a swift transformation. Ampower, with over 30 years...
    Tuesday 6 January 2026
    Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

    Reports in Korean business media say Samsung Electronics and SK Hynix are raising quoted prices for server DRAM by 60% to 70% for the...

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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