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    NEWS TAGGED INVENTORY
    Saturday 23 May 2026
    Lenovo revenue rises 27% as AI demand helps offset PC market strain

    Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

    Thursday 21 May 2026
    Samsung labor dispute adds pressure to memory chip market
    Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...
    Thursday 21 May 2026
    DFI flags supply crunch, not orders, as 2026's real growth ceiling
    DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
    Monday 18 May 2026
    Ilitek eyes 2Q26 ramp for OLED TDDI and auto products
    Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...
    Thursday 14 May 2026
    Memory supply crunch pushes Phison to historic earnings
    Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing...
    Thursday 14 May 2026
    Wieson eyes 2Q26 recovery as new businesses gain traction
    Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
    Tuesday 12 May 2026
    PC chip demand stays murky in 2H26 as pre-buying clocks key
    Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
    Monday 11 May 2026
    Transcend chair sees AI memory supercycle
    AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
    Monday 11 May 2026
    Phison targets AI storage and edge computing growth through Phison 3.0 strategy
    Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...
    Monday 11 May 2026
    APLEX forecasts charging-station shipments as medical business ramps in 2027
    APLEX Technology said it secured a charging-pile order from a leading US customer and expected mass production shipments in the fourth quarter, while medical product trials with a...
    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Friday 8 May 2026
    LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

    The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

    Thursday 7 May 2026
    Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends
    Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...
    Wednesday 6 May 2026
    VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
    Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook