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    US seen tolerating high memory prices to preserve AI edge over China
    3h 57min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    4h 0min ago
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    4h 0min ago
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    4h 0min ago
    FCC blocks new Chinese inverters and robots from the US market
    4h 1min ago
    NEWS TAGGED FORECAST
    Wednesday 29 July 2026
    ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

    On July 28, ASM International raised its revenue outlook for 2027 and issued third-quarter guidance above market expectations after...

    Wednesday 29 July 2026
    KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

    KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

    Monday 27 July 2026
    TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
    Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...
    Monday 27 July 2026
    Disco lifts first-half profit forecast on steady AI equipment demand
    Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
    Sunday 26 July 2026
    Airbus raises profit outlook as supply bottlenecks ease
    Airbus updated its financial outlook for investors, saying easing supply-chain constraints should support stronger production and profit growth through 2029. According to Bloomberg,...
    Friday 24 July 2026
    Google raises capex outlook as compute demand stays tight, boosting Foxconn
    Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
    Friday 24 July 2026
    Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
    SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...
    Thursday 23 July 2026
    IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

    IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

    Tuesday 21 July 2026
    Samsung could overtake SK Hynix in the HBM market by 2027
    Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
    Monday 20 July 2026
    Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

    TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...

    Monday 20 July 2026
    Hotai Leasing plans August listing as mobility business expands
    Hotai Leasing Co., Ltd. plans to list its shares in early August 2026 as the Taiwan-based vehicle leasing provider expands its mobility and used-car businesses.
    Sunday 19 July 2026
    SmartSens forecasts stronger first-half 2026 results on AI-related demand
    SmartSens is signaling stronger first-half 2026 growth, a development that may matter to investors tracking global demand for image sensors used in security cameras, smartphones, and...
    Friday 17 July 2026
    Moore Threads forecasts sharp first-half revenue growth on AI demand
    Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated...
    Friday 17 July 2026
    Hygon forecasts higher first-half 2026 revenue and profit
    Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization...
    Thursday 16 July 2026
    Gotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

    Gotion High-Tech said its first-half earnings are set to rise sharply, a result that could matter for battery investors and electric-vehicle...

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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
    AI Summit Seoul