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    Taipei rebuts Trump’s ‘chip theft’ claims as semiconductor tensions rise
    Mar 3, 18:31
    Qatar LNG production halt triggers energy crisis
    Mar 3, 18:28
    Delta Electronics chairman says AI humanoid robots remain immature
    Mar 3, 18:28
    Taiwan lacks autonomous command and control system for drone swarms despite global trend
    Mar 3, 18:26
    99% of major game IP companies reject AI-generated content, says Acer Gaming subsidiary
    Mar 3, 18:26
    IPC vendors converge at Embedded World 2026 as edge AI demand rises
    Mar 3, 18:25
    BYD surpasses Tesla in sales across 20 countries over past five years
    Mar 3, 18:25
    NEWS TAGGED MARKET
    Wednesday 4 March 2026
    Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
    The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL...
    Wednesday 4 March 2026
    Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge
    Following US and Israeli strikes on Iran on February 28, Iran's Islamic Revolutionary Guard Corps announced the closure of the Strait of Hormuz, disrupting global energy and shipping...
    Wednesday 4 March 2026
    Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

    The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

    Tuesday 3 March 2026
    Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
    Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...
    Tuesday 3 March 2026
    Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
    Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...
    Tuesday 3 March 2026
    Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
    As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
    Tuesday 3 March 2026
    Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
    As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...
    Tuesday 3 March 2026
    AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
    As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...
    Tuesday 3 March 2026
    DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
    AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
    Tuesday 3 March 2026
    Apple’s spring refresh bets on loyalty, not lift
    Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...
    Tuesday 3 March 2026
    Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?
    Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Tuesday 3 March 2026
    Audi's rebranding experiment backfires as Germany's big-three automakers plunge into China's price wars
    Volkswagen AG's "in China for China" strategy is facing an uphill battle in the market after less than six months, with the company now entering a fierce pricing war that has spread...
    Tuesday 3 March 2026
    AI agents drive market role reversal, startup accelerator YC says
    Gary Tan, president and CEO of Y Combinator (YC), a startup accelerator, said on February 22 that AI agents are replacing humans as decision-makers in some markets, a shift illustrated...
    Monday 2 March 2026
    Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

    Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook