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    China rolls out auto aftermarket measures as Taiwanese firms still target the US
    1h 36min ago
    Chinese smartphone lens makers expect global shipments to keep falling in 2026
    1h 36min ago
    Memory chip costs rise, pushing up PC and smartphone prices
    1h 37min ago
    South Korea’s southwest chip push draws scrutiny over weak supply chain ecosystem
    1h 37min ago
    Naphtha supply risks lift semiconductor material costs, but disruptions yet to arrive
    1h 37min ago
    DeepSeek to charge usage mirroring utilities with V4 release
    1h 37min ago
    NEWS TAGGED CAPACITY EXPANSION
    Tuesday 30 June 2026
    TSMC fast-tracks CoPoS—whole supply chain under gag order

    TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to...

    Friday 26 June 2026
    Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

    The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...

    Thursday 25 June 2026
    China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp
    Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process...
    Tuesday 23 June 2026
    Wonderful Hi-Tech targets LEO satellites and AI gear to lift margins and growth
    Wonderful Hi-Tech held an investor briefing stating that the first quarter of 2026 was likely the operating trough for the year as the company pivoted toward higher-margin products...
    Friday 19 June 2026
    Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

    Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic...

    Thursday 18 June 2026
    Nichicon raises e-cap prices as supply tightens, costs increase
    Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's...
    Tuesday 9 June 2026
    Taiwan server makers post strong May sales as AI demand continues to drive orders
    Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
    Friday 29 May 2026
    Quanta projects strong 2026 AI demand as it expands server and wearable production
    Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
    Thursday 28 May 2026
    Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing
    Chunghwa Precision Test Tech. completed its board election at the 2026 annual shareholders' meeting on May 27 as the semiconductor test interface maker prepared for rising AI chip...
    Friday 15 May 2026
    Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins
    Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During...
    Saturday 25 April 2026
    India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion
    India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
    Thursday 23 April 2026
    Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses
    Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers...
    Wednesday 22 April 2026
    Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

    Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

    Friday 17 April 2026
    Analysis: ASML lifts 2026 guidance on strong EUV demand
    ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
    Thursday 16 April 2026
    TSMC enters 2nm mass production, scales 3nm capacity
    TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook