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    Former TSMC exec theft highlights IP security
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    NEWS TAGGED GROWTH
    Thursday 19 March 2026
    New Chinese AI service startup analysis

    Introduction

    Thursday 19 March 2026
    Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
    Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...
    Thursday 19 March 2026
    Nvidia elevates AI storage, putting NVMe SSD makers at the center
    Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
    Thursday 19 March 2026
    Micron ramps spending as cleanroom constraints cap memory supply
    Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...
    Thursday 19 March 2026
    Amazon's Trainium 3 rumors clash with supplier optimism
    Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
    Thursday 19 March 2026
    Foldable phone shipments may near 30 million in 2026 as Apple enters market
    Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...
    Thursday 19 March 2026
    AI and memory drive semiconductor output to surpass US$1 trillion in 2026
    The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
    Thursday 19 March 2026
    Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
    Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    Thursday 19 March 2026
    Nvidia signals optical future, but materials shortages stand in the way
    Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    BYD slides as foreign automakers reclaim ground in China
    China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among...
    Wednesday 18 March 2026
    Nvidia GTC 2026: Nvidia charts optical-copper path
    At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Wednesday 18 March 2026
    Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
    Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
    1/157 pages
    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