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    H200 China clearance to benefit SK Hynix directly, Samsung gradually
    6h 57min ago
    Samsung's Trifold phone launch in China to challenge Huawei dominance
    6h 57min ago
    Foxconn and Luxshare expand Vietnam production amid game console supply chain reshuffle
    6h 57min ago
    Commentary: China's tech mergers face setbacks amid valuation and integration challenges
    6h 57min ago
    China's tech barriers on auto creates new cross-border opportunities for Taiwan
    6h 57min ago
    China's PCB industry maintains dominance amid US decoupling
    6h 57min ago
    NEWS TAGGED INVENTORY
    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...
    Thursday 20 November 2025
    Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

    King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

    Thursday 20 November 2025
    A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
    The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory...
    Wednesday 19 November 2025
    ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
    Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
    Tuesday 18 November 2025
    Samsung, SK Hynix inventory drop signals AI memory supercycle
    South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
    Saturday 15 November 2025
    Memory panic buying grips tech industry as shortage extends to 2027
    The memory buying surge escalated into the fourth quarter of 2025, sparking panic purchases across the supply chain. According to market sources, brands and system vendors such as...
    Friday 14 November 2025
    ASUS AI servers near 20% of 3Q25 revenue
    ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
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    Research Report Database
    BIZ FOCUS
    Dec 8, 08:00
    SK hynix Honored with Two Major Titles at GSA Awards 2025
    Monday 8 December 2025
    LitePoint 2025: Shaping the Future with Wi-Fi 8 and Optical Communication Testing
    Friday 5 December 2025
    Navigating Semiconductor Demand and Supply Challenges in 2026
    Thursday 4 December 2025
    ASIC Shift for High-Speed Computing: PGC's Design Service Turnkey Platform Speeds Time-to-Market
    Special Report