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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
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    China’s AI talent demand spreads into chips, rare earths and new materials
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    ASIC server demand rises, boosting high-speed connectivity suppliers
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    Compal says US clients praised Taiwan’s robot component supply chain
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    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
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    NEWS TAGGED DEMAND
    Thursday 9 July 2026
    Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule
    Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The...
    Thursday 9 July 2026
    Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
    Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...
    Thursday 9 July 2026
    Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
    Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
    Thursday 9 July 2026
    HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand
    HIWIN and its subsidiary Hiwin Mikrosystem posted record June 2026 revenue as demand from semiconductors, industrial automation and robotics stayed strong. The Taiwan-based motion...
    Thursday 9 July 2026
    CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

    CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade...

    Thursday 9 July 2026
    Notebook shipment update, May 2026
    DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
    Thursday 9 July 2026
    Power-Win sees stronger momentum as battery recycling market expands
    Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
    Thursday 9 July 2026
    Planet Technology reports June revenue growth as it expands cybersecurity lineup
    Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...
    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Thursday 9 July 2026
    AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

    Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Thursday 9 July 2026
    Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

    Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

    Thursday 9 July 2026
    Nan Pao Resins posts June sales record on price hikes and early customer orders
    Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
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    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 MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook