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    SMIC's 7nm process edges Intel 18A on pitch, but trails in transistor density
    3h 16min ago
    ENF Technology enters SK Hynix supply chain, supplying self-produced hydrofluoric acid
    3h 17min ago
    Iran–US ceasefire eases pressure on global auto supply chains
    3h 19min ago
    SK Hynix reportedly to make JSC's LPDDR5 in a rare foundry move
    3h 19min ago
    AI-driven memory price surge pushes Samsung's budget phones higher
    3h 19min ago
    NEWS TAGGED GROSS MARGIN
    Wednesday 17 June 2026
    D-Link bets on AI therapy robots, targeting 100,000-unit shipments in 2027
    D-Link is accelerating its transformation from a networking equipment brand into a broader AI and connectivity company, with CEO CJ Chang saying 2026 will mark the company's "rebirth"...
    Tuesday 16 June 2026
    Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

    AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

    Monday 15 June 2026
    Exclusive: Wiwynn triples capital, president says it signals confidence
    Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026...
    Thursday 11 June 2026
    MSI sees CPU shortages easing as margins recover

    Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

    Wednesday 10 June 2026
    EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
    EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
    Wednesday 10 June 2026
    HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
    Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
    Monday 8 June 2026
    Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand
    Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...
    Friday 5 June 2026
    China's EV makers are learning that growth comes at a cost
    After briefly flirting with profitability late last year, China's leading electric-vehicle (EV) startups have once again slipped into the red, highlighting the mounting challenges...
    Thursday 4 June 2026
    Goldkey targets NT$10B funding to lock in memory supply as prices surge
    Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
    Wednesday 27 May 2026
    Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'
    On May 26, Xiaomi Corporation reported first-quarter 2026 revenue of CNY99.1 billion (approx. US$14.6 billion) as it confronts a "super cycle" of rising memory costs. Management characterized...
    Wednesday 27 May 2026
    China Electric outlines AI-driven digital transformation to lift 2026 profits
    China Electric Manufacturing Corporation said at its May 26 shareholders meeting that first-quarter 2026 revenue was flat while gross margin rose to 38%, and it planned a phased digital...
    Friday 22 May 2026
    NIO posts operating profit and strong revenue growth in Q1 of 2026
    Nio reported a return to operating profitability in the first quarter of 2026, marking its second consecutive profitable quarter as revenue and deliveries surged on stronger demand...
    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...
    Thursday 21 May 2026
    DFI flags supply crunch, not orders, as 2026's real growth ceiling
    DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
    Tuesday 19 May 2026
    ITE Tech awaits PC, NB visibility as price hikes begin in 2H26
    ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook