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...
Taiwan's integrated circuit (IC) design sector faces intensified challenges as 2026 begins that may push its global revenue ranking to third place, largely due to competitive pressures...
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering preemptive buying before expected...
Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...
China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to...
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
Europe's defense technology sector is experiencing rapid growth as the ongoing Russia-Ukraine war and rising geopolitical tensions drive increased investment in AI-driven defense...
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Taiwan's smartphone market shipped around 5 million units in 2025, remaining stable despite factors like high market penetration, longer replacement cycles, and inflation, according...
