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    Commentary: ASML's upcoming financial reports highlights EUV capacity challenges
    1h 20min ago
    Analysis: China's humanoid robot market soldifies three-way competition
    1h 21min ago
    Samsung plans to add Pro model to Galaxy S27 lineup
    1h 21min ago
    Aces' AI server business to become main growth driver amid surge in high-speed interconnect demand
    1h 21min ago
    Apple leverages supply chain advantage to boost market share despite AI lag
    1h 23min ago
    Chinese SSD maker Dapustor sees rising QLC demand amid AI-driven storage growth
    1h 25min ago
    NEWS TAGGED CAPACITY
    Tuesday 7 April 2026
    FOPLP and WMCM emerge as key to fan-out packaging competitive field
    The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a...
    Tuesday 7 April 2026
    Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

    AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

    Tuesday 7 April 2026
    MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC
    Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the...
    Tuesday 7 April 2026
    PCB bottlenecks, freight costs push electronics prices higher
    The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
    Tuesday 7 April 2026
    Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

    Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures...

    Tuesday 7 April 2026
    CCL expansion triggers equipment shortages; lead times extend up to two years
    Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
    Monday 6 April 2026
    China 2.5D packaging demand surges, supporting Korean backend equipment growth
    China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
    Monday 6 April 2026
    India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

    India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

    Sunday 5 April 2026
    E Ink rides AI-driven power surge as energy concerns boost e-paper demand
    E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Saturday 4 April 2026
    Samsung strike threat clouds PMIC, mature-node outlook
    Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
    Thursday 2 April 2026
    Benefits of CXL in server memory configuration

    Introduction

    Thursday 2 April 2026
    Samsung upgrades Austin fab, signals dual-track US chip strategy
    Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...
    Thursday 2 April 2026
    Intel buyback signals shift beyond austerity as chipmaker regains confidence
    Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
    1/69 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