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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
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    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    36min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
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    Memory supplier locks in capacity through 2027
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    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
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    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
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    NEWS TAGGED SHIPMENTS
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
    Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
    Tuesday 28 April 2026
    Apple and Asus defy PC market slump with growth in 2026
    The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
    Monday 27 April 2026
    Foxconn's 48% export surge cements India's role in Apple's supply chain
    India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
    Monday 27 April 2026
    Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

    Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

    Friday 24 April 2026
    Memory price surge reshapes global notebook competition in 2026
    The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...
    Friday 24 April 2026
    Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

    Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

    Friday 24 April 2026
    PC chipmakers warn CPU shortages cloud 2026 shipment outlook
    CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
    Thursday 23 April 2026
    Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021
    Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
    Thursday 23 April 2026
    Parade offsets weak PC demand with TTED, high-speed, and automotive growth
    Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
    Thursday 23 April 2026
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent...
    Thursday 23 April 2026
    Japan PC shipments peak on upgrade cycle, correction ahead
    Japan's PC market delivered a standout performance in the fiscal year ending March 2026, but underlying demand signals point to a sharp reversal as upgrade-driven momentum fades.
    Wednesday 22 April 2026
    Huawei's wide foldable move sets stage for Apple, Samsung three-way race

    Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

    Tuesday 21 April 2026
    Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand
    Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...
    Tuesday 21 April 2026
    1.6T optical transceivers enter volume shipments, set three-year growth cycle
    The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning...
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    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