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    GigaDevice expands into DRAM, reshaping China's memory supply chain
    Apr 20, 18:35
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    Apr 20, 18:35
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    Apr 20, 18:35
    Exclusive: US lithium battery supply tight amid EV slowdown, storage demand surges
    Apr 20, 18:35
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    Apr 20, 18:35
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    Apr 20, 18:35
    NEWS TAGGED IT COMPONENTS, PERIPHERALS
    Tuesday 21 April 2026
    AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail
    The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
    Monday 20 April 2026
    Brands boost wearable device sales to offset smartphone shipment pressure
    Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...
    Monday 20 April 2026
    SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026
    According to industry sources cited by The Elec, Samsung Display's (SDC) 8.6G OLED line has recently surpassed an 85% yield rate, approaching the industry's "golden yield"...
    Sunday 19 April 2026
    Largan eyes FAU opportunity as smartphone downgrades loom
    Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds...
    Saturday 18 April 2026
    VLSI TSA 2026 explores quantum architecture and AI healthcare innovations
    The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference...
    Saturday 18 April 2026
    Largan expects full capacity in 2H26; FAU customer details remain undisclosed
    Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million)...
    Friday 17 April 2026
    CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
    A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...
    Friday 17 April 2026
    Taiwan and Japan solidify lead in transmission component market for humanoid robots
    The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...
    Thursday 16 April 2026
    MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

    The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU)...

    Thursday 16 April 2026
    China's homegrown GPU startups gain ground in global AI chip race

    China's domestic GPU industry is entering a new phase of rapid commercialization, as leading startups post strong revenue growth while...

    Wednesday 15 April 2026
    Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
    Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...
    Wednesday 15 April 2026
    China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
    China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
    Wednesday 15 April 2026
    Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy
    Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just...
    Wednesday 15 April 2026
    Cooling fan makers remain optimistic about 2026 operations
    Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...
    Tuesday 14 April 2026
    Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
    Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook