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    China's battery and energy storage firms lead amid AI-driven power demand surge
    Dec 23, 18:57
    TSMC's Nanjing plant operates steadily amid VEU restrictions
    Dec 23, 18:57
    SMIC reportedly raised prices by 10% amid mature process market recovery
    Dec 23, 18:57
    US ban on DJI boost Taiwan's drone investment in the US
    Dec 23, 18:57
    Samsung poised to fill US advanced chip capacity amid TSMC's N-2 restrictions
    Dec 23, 18:57
    Taiwan firms secures low-earth orbit satellite orders, sees stable Taiwan-US demand
    Dec 23, 18:57
    NEWS TAGGED INVENTORY
    Tuesday 23 December 2025
    Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
    Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
    Monday 22 December 2025
    Zinwell reports triple-digit revenue surge driven by 1.8GHz upgrade

    Taiwan-based networking solutions provider Zinwell Corp reported a dramatic revenue rebound, with September 2025 sales soaring 216.6% year-over-year...

    Friday 19 December 2025
    India's iVP Semi targets 30% of renewable energy chip market through guaranteed supply model
    Chennai-based iVP Semiconductor is betting it can crack India's power semiconductor market by solving a problem that global chipmakers largely ignore: the poor service experience...
    Wednesday 17 December 2025
    Electronics suppliers shift to flexibility amid rising geopolitical risks
    Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial...
    Monday 15 December 2025
    The H200 gambit: Why China may buy less than Washington expects
    The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...
    Friday 12 December 2025
    Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
    After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...
    Wednesday 10 December 2025
    Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

    Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

    Wednesday 10 December 2025
    Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

    Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters...

    Wednesday 10 December 2025
    Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
    Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
    Wednesday 10 December 2025
    Novatek turns to ASIC as weak device demand drags November revenue
    Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
    Tuesday 9 December 2025
    Google and Microsoft prioritize speed over cost as CSPs scramble for memory
    A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
    Monday 8 December 2025
    Cable makers see short-term gains from rising copper prices
    Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory...
    Thursday 4 December 2025
    WiseChip expands display tech into three industries
    WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However,...
    Monday 24 November 2025
    Lenovo builds a 50% inventory buffer to hold PC prices through 2025
    Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
    Friday 21 November 2025
    eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
    Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments...
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    Research Report Database
    BIZ FOCUS
    Dec 19, 08:00
    DBS and Ant International expand payment network to 150 million merchants across 100 countries
    Friday 19 December 2025
    Upbit's $30M Hack Sparks New Questions About Custodial vs. Non-Custodial Wallets
    Friday 19 December 2025
    The Impact of Blockchain Upgrades on Bitcoin Trading and Market Trends
    Thursday 18 December 2025
    SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM
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