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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    6h 35min ago
    Memory price surge intensifies NB shortage through 2026
    6h 35min ago
    Commentary: What's the real game behind Arm's chip venture?
    6h 35min ago
    Chinese automakers face challenges in Mexico despite initial success
    6h 35min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
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    Analysis: Deepdive into Huawei's 2025 annual report
    6h 35min ago
    NEWS TAGGED 2025
    Wednesday 1 April 2026
    Notebook shipment update, February 2026

    Introduction

    Wednesday 1 April 2026
    Nexchip applies for HK listing amid mature-node expansion
    Chinese semiconductor foundry Nexchip has applied to list on the Hong Kong Stock Exchange's Main Board, Guandian.cn reported on March 31, as the company moves to consolidate...
    Wednesday 1 April 2026
    Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site
    Japan Display Inc. (JDI) signed a definitive agreement to sell its Tottori Fab to Yahata Touei Estate K.K., with handover scheduled for September 30, 2026; JDI said the transaction...
    Wednesday 1 April 2026
    Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

    Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

    Wednesday 1 April 2026
    China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

    As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

    Wednesday 1 April 2026
    China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
    GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    Cyberbiz advances AI productization and Asia-Pacific logistics
    E-commerce solution provider Cyberbiz is focusing on AI productization, cross-border commerce, and smart warehousing in 2026, aiming to capture growth from brand vendors' overseas...
    Wednesday 1 April 2026
    Ennoconn backlog signals major North American revenue ramp from 2Q26
    Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron...
    Tuesday 31 March 2026
    Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
    The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
    Tuesday 31 March 2026
    Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
    Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order

    Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

    Tuesday 31 March 2026
    China's EVE Energy hits record revenue in 2025, but margins come under pressure
    EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
    Tuesday 31 March 2026
    Taiwan's auto industry goes digital as chips eclipse carmaking
    Taiwan's automotive industry is undergoing a profound transformation, shifting away from traditional mechanical assembly toward what analysts describe as a semiconductor- and ICT-driven...
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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