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    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    8h 36min ago
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    8h 36min ago
    OpenClaw drives edge AI chip and mini PC supply chain expansion
    8h 36min ago
    Nvidia's entry into AI agent race validates Chinese tech giants 'lobster farming' ecosystem
    8h 36min ago
    Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion
    8h 36min ago
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    8h 36min ago
    NEWS TAGGED SHIPMENTS
    Wednesday 18 March 2026
    Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs
    Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...
    Wednesday 18 March 2026
    Oppo seeks to offset component cost pressures with global expansion and premium push
    Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...
    Wednesday 18 March 2026
    Laster Tech posts 4Q25 profit rebound, drives full-year turnaround
    Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...
    Wednesday 18 March 2026
    China price competition hits Samsung Display shipments while Korean OLED makers regain share

    South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening...

    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Tuesday 17 March 2026
    Foxconn eyes high double-digit AI server shipment growth in 1Q26
    Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
    Tuesday 17 March 2026
    WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
    As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
    Tuesday 17 March 2026
    Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs
    Driven by growing demand for AI servers and high-performance computing (HPC) applications, Taiwan's exports to the US surged 83% in the first two months of 2026, marking a strong performance...
    Monday 16 March 2026
    AI boom fuels cargo surge at Taoyuan Airport's free trade zone
    Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...
    Monday 16 March 2026
    Global smartphone AP industry, 4Q 2025

    Introduction

    Monday 16 March 2026
    Walrus Pump sees AI server liquid cooling driving tech pump shipments by the second quarter of 2026
    Walrus Pump, Taiwan's leading water pump manufacturer, said liquid cooling for AI servers is growing, and it expects a significant increase in technology pump shipments by the second...
    Monday 16 March 2026
    Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand
    Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering...
    Sunday 15 March 2026
    Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing
    Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...
    Sunday 15 March 2026
    AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
    Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
    1/52 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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook