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    Wednesday 6 May 2026
    VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
    Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
    Wednesday 6 May 2026
    Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

    A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

    Wednesday 6 May 2026
    GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
    Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
    Wednesday 6 May 2026
    VIS sees stronger growth in the AI boom and pricing power
    Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
    Wednesday 6 May 2026
    Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
    Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...
    Wednesday 6 May 2026
    GlobalFoundries turns three-continent footprint into geopolitical hedge
    In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...
    Wednesday 6 May 2026
    Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
    Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Wednesday 6 May 2026
    Transcend reports record April revenue as memory shortage drives prices higher
    Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher...
    Wednesday 6 May 2026
    SoftBank, Intel target HBM limits with 9-layer memory
    SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints...
    Tuesday 5 May 2026
    AMI capacity sold out through 2028 as CCL makers race for high-end tools

    The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
    Tuesday 5 May 2026
    Taiwan networking vendors lose sync with global rebound, raising competitive and supply risks
    The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing...
    Tuesday 5 May 2026
    Taiwan's TCC plots European listing as green revenues overtake home market
    Taiwan Cement Corporation (TCC) Group Holdings is evaluating a listing in Europe as it expands its low-carbon cement and green energy businesses across the region. Europe already accounted...
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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