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    Monday 29 June 2026
    Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

    Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

    Monday 29 June 2026
    Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
    Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
    Thursday 25 June 2026
    Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises
    Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand...
    Thursday 25 June 2026
    Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
    Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...
    Thursday 25 June 2026
    Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
    On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor...
    Wednesday 24 June 2026
    SK Hynix reportedly eases HBM4 push as commodity DRAM margins surge

    SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a...

    Wednesday 24 June 2026
    Cerebras bets on speed as a product, racing to add data center capacity through 2027
    Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...
    Tuesday 23 June 2026
    Wonderful Hi-Tech targets LEO satellites and AI gear to lift margins and growth
    Wonderful Hi-Tech held an investor briefing stating that the first quarter of 2026 was likely the operating trough for the year as the company pivoted toward higher-margin products...
    Friday 12 June 2026
    Taiwan PMIC maker Global Mixed-mode to raise prices as chip shortages persist

    Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers...

    Friday 12 June 2026
    Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery
    LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...
    Tuesday 9 June 2026
    ELAN sees drone and AI PC push reshaping revenue mix
    Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...
    Tuesday 9 June 2026
    VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push
    During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of...
    Tuesday 9 June 2026
    VinFast targets top-tier status in India as electric two-wheelers near launch
    During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business...
    Friday 5 June 2026
    Commentary: Memory boom driven by DRAM now, but HBM will decide future
    AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...
    Thursday 4 June 2026
    TSMC shareholders clear record 2025 results, putting AI capacity roadmap in focus
    TSMC shareholders approved the company's 2025 business report and financial statements at its 2026 annual shareholders' meeting on June 4, giving investors a formal look at a year...
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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook