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    Rising component costs, new Indian incentives, and export push shape Dixon's outlook
    11min ago
    Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap
    23min ago
    OpenAI says next-generation model solved 10 longstanding math problems
    29min ago
    Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift
    45min ago
    Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices
    45min ago
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    51min ago
    NEWS TAGGED INVESTMENT
    Monday 3 August 2026
    Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

    Token prices are falling while overall AI usage continues to surge — a trend this column examined in March 2026 and one that...

    Monday 3 August 2026
    India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

    India is expanding its semiconductor ambitions through new R&D centers, indigenous design...

    Monday 3 August 2026
    Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
    Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
    Monday 3 August 2026
    Taiwan steps up investment in AI startups, compute infrastructure

    The AI boom has been lifting Taiwan's upstream, midstream and downstream supply chains, but the country's application development remains...

    Sunday 2 August 2026
    TASA opens space startup base to push Taiwan toward satellite ODM
    The Taiwan Space Agency (TASA) opened its new space startup accelerator, TASA iSPARK, on July 31 at National Yang Ming Chiao Tung University's Boai campus in Hsinchu. The center said...
    Sunday 2 August 2026
    Ennoconn tender for Kontron closes as Germany reviews foreign investment approval
    Ennoconn Technologies' public tender offer for its subsidiary Kontron AG closed after the offer period ended, but the final outcome still depends on a German foreign direct investment...
    Saturday 1 August 2026
    Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight
    Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake...
    Friday 31 July 2026
    Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap
    CXMT's IPO marks a shift in China's DRAM strategy from capacity building towards mainstream products, process upgrades, and global competition, according to DIGITIMES Intelligence.
    Friday 31 July 2026
    Pegatron chair says AI outlook remains strong, calls for Taiwan application push
    Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...
    Friday 31 July 2026
    Tokyo Electron raises outlook as AI data center spending lifts memory demand
    Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....
    Friday 31 July 2026
    EU launches AI Gigafactories call to boost Europe's computing capacity
    The EU has opened a tender to build up to seven AI Gigafactories, a move that could reshape access to advanced computing for companies, researchers, and governments worldwide. The...
    Friday 31 July 2026
    India's first telecom manufacturing zone to land in Madhya Pradesh

    India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and...

    Friday 31 July 2026
    Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

    Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing...

    Friday 31 July 2026
    Apple targets AI subscription revenue as Cook exits and Ternus inherits next growth strategy
    Apple is positioning AI as the foundation of its next growth phase, combining a privacy-focused AI strategy with expanded US semiconductor sourcing to support future products and services...
    Friday 31 July 2026
    Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook
    Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...
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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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