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    Yesiang’s regenerated filters begin shipments as 2nm demand ramps
    2h 7min ago
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    NEWS TAGGED SHIPMENTS
    Thursday 28 May 2026
    Huawei's Watch Fit series surpasses 24 million shipments as wearables push global growth
    Huawei reported that cumulative global shipments of its Watch Fit series had topped 24 million units as of April 2026, signaling accelerating momentum for the vendor's smart wearables...
    Thursday 28 May 2026
    China Airlines rides Taiwan's AI boom to record cargo profits

    China Airlines said demand tied to artificial intelligence (AI) infrastructure and semiconductor shipments is helping fuel a strong rebound...

    Wednesday 27 May 2026
    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
    Wednesday 27 May 2026
    Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
    Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...
    Tuesday 26 May 2026
    Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers
    At its annual shareholders' meeting on May 25, Ringo Chang, chairman of Wonderful Hi-Tech, said the cable and connectivity supplier expects revenue growth to resume in 2026, with profit...
    Tuesday 26 May 2026
    GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
    GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
    Monday 25 May 2026
    Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
    Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
    Monday 25 May 2026
    EGAT pivots into drones to capture US and European defense and commercial demand
    Evergreen Aviation Technologies Corporation (EGAT) said it expanded into drone manufacturing to serve growing overseas demand, pursuing customers in the US and shipments to Europe...
    Sunday 24 May 2026
    China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
    China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
    Friday 22 May 2026
    Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

    Introduction

    Friday 22 May 2026
    AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26
    Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products,...
    Friday 22 May 2026
    Memory shortage reaches smartphone OLED market as shipments fall 12%

    A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers...

    Friday 22 May 2026
    Nvidia's rapid AI iteration cycle strains supply chain partners
    Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...
    Friday 22 May 2026
    Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

    Global notebook and smartphone shipments are expected to weaken in 2026, but AI-enabled devices are set to take a larger share of both...

    3/58 pages
    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook